Overview:
The Associate, Client Business Management will support the Executives in providing day-to-day expert advice to clients in connection with a wide portfolio of events including Corporate Actions, Share Plans, Meetings and Dividends, whilst helping to develop and maintain relationships with clients and their advisors, assisting in communicating the desires of clients to operational teams and to ensure an understanding of the clients’ challenges and goals. The Associate, Client Business Management, will also support the expansion and implementation of new initiatives and services to meet the future needs of clients.
The role holder will be based from either our central London office, or our city centre office in Leeds on a hybrid basis. This means you’ll need to be within a commutable distance of one of these locations to enable you to join your colleagues in the office each week.
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
• Excellent negotiation skills, with the ability to solve problems and handle complaints
It would be nice to have:
• Demonstrable experience within Corporate Actions, Share Plans, Meetings and Dividends would be advantageous
Day to Day, you will:
• Support the planning of client event projects
• Handle enquiries from clients, advisors and other business contacts
• Support Executives in attending client and advisor project meetings, in addition to participating in project conference calls
• Communicate event parameters to key business areas
• Draft and oversee the preparation and mailing of shareholder invitation or result documents
• Ensure management information records are maintained and support client feedback surveys
• Support Executives in day-to-day duties, helping to develop and maintain strategic relationships and implement new initiatives
• Draft agreements with clients and initiating the proofing and printing of documents
• Identify bank accounts to be opened and overseeing the issue of client invoices
• Review and provide comments on a variety of event documents
• Update Euroclear UK & Ireland (operator of CREST) in a timely manner on relevant events
• Support MUFG Pension & Market Services’ risk review process
The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs
