Overview:
The Associate, Corporate Actions & Client Business Management, will support the Senior Executive in the delivery of end to end projects surrounding the switch in and switch out of register and share plans business and providing support to Fidelity with the switch in of their underlying client share plan projects.
You’ll provide day to day advice to clients in connection with a portfolio of register and Share Plans switch in and out activity, helping to develop and maintain relationships with clients and their advisers.
You’ll be based on a hybrid basis from our city centre office in Leeds, so will need to be within a commutable distance to ensure you can be in the office each week with colleagues.
You’ll get the chance to follow your chosen career path anywhere in MUFG Pension & Market Services, joining a network of experienced, innovative and dedicated individuals across multiple teams and countries. There are numerous opportunities to learn new skills and develop in your career with the support you need to succeed.
Benefits:
26 days annual leave, plus a wellbeing day and a volunteer day, bank holidays and the opportunity to buy up to 5 days’ extra each year
Parental leave and Gender Transition leave
Health, wellbeing and lifestyle rewards and discounts that can be tailored to support you and your family. Everything from: Discounts on retail and socialising; Travel and technology; cycle2work scheme; A host of gym and fitness subscriptions; Car Salary Sacrifice scheme
Appreciate programme: Employee recognition for colleagues demonstrating our values
Company Pension Scheme and Life Assurance
Employee Assistance Programme
Talent Referral Programme
Medical insurance
Learning & Development – Development opportunities at your fingertips via self-paced learning and access to LinkedIn Learning
What you need:
As with any role, we want to find the right person and we want to make sure you know it’s the right role for you too. You will need:
• Excellent verbal and written communication skills with the ability to actively listen
• The ability to build and maintain relationships with a variety of internal and external stakeholders and clients
• Self-motivation! An absolute must, along with great time management and the ability to keep several plates spinning at one time
• A strong customer service ethic, with a passion for supporting colleagues and clients
• A pro-active, highly self-motivated personality, with the drive and desire to succeed in your role
• Great interpersonal skills with the ability to work well as part of a team or on your own initiative
• The ability to explain complex information in simple terms, amending your delivery depending on the individual you are liaising with
• An ability to work autonomously and multitask, handling several projects at any one time
Day to Day, you will:
• Manage and deliver a wide variety of projects using agreed project management methods, ensuring they are fully completed in line with business requirements and quality expectations, on time and within budget
• Manage relationships and ensure effective communication between project participants, maintaining good working relationships with clients and all delivery teams and project stakeholders
• Produce and maintain project, resource, budget and quality plans, tracking risks, issues and actions to ensure project objectives are met
• Effectively manage and report all project stages throughout the project lifecycles on allocated projects to provide structure and control, including management of entry/exit criteria for each stage
• Communicate project progress, risks and issues to senior stakeholders
• Provide support to end users so that the success of a project can be effectively measured after its implementation into live operation and track the project objectives and benefits are being realised
• Ensure compliance with any regulatory or statutory requirements, industry codes and practices
• Review local procedures to ensure that continuous improvements are achieved, risk minimised and changing business/industry trends followed
The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs
