MUFG Pension & Market Services
Associate, Share Plans Advisory
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Overview
The Associate, Share Plans Advisory will provide support to the Executives, Share Plans Advisory by providing expert day-to-day advice to clients in connection with the full portfolio of onboarding new clients and share plan events. You’ll help to develop and maintain relationships with clients and their advisors, communicating the desires of clients to operational teams and ensuring the understanding of the clients’ challenges and goals.
The role holder will also support the expansion and implementation of new initiatives and services to meet the future needs of MUFG Pension & Market Services and its clients.
This role is hybrid, based from our stunning office in the city of London, so you will need to ensure you’re within a commutable distance to ensure you can be in the office each week with your 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 socializing; 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:
- Demonstrable Share Plans knowledge and experience so you can hit the ground running – you can learn our share plans systems
- Exceptional verbal and written communication skills, with the ability to actively listen
- Attention to detail and accuracy in everything you do
- The ability to build and maintain relationships with a variety of internal and external stakeholders and clients
- Strong PC skills, particularly an excellent working knowledge of Microsoft Excel and Microsoft Word
- Self-motivation! An absolute must, along with exceptional 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 proactive, highly self-motivated personality, a fast learner, and 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 style depending on the individual you are liaising with
- Excellent negotiation skills, with the ability to solve problems and handle complaints if they arise
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Day to Day
- Plan client event projects for Share Plans Advisory and communicate event parameters to key business areas
- Handle enquiries from clients, advisors, and other business contacts
- Support Executives within the team by attending client and advisor project meetings, in addition to participating in project conference calls
- Draft and oversee the preparation and mailing of shareholder invitations or result documents
- Ensure management information records are maintained and support client feedback surveys
- Support colleagues in day-to-day duties, helping to develop and maintain strategic relationships and implement new initiatives
- Draft agreements with clients and initiate the proofing and printing of documents
- Identify bank accounts to be opened and oversee the issue of client invoices
- Review and provide comments on a variety of documents
- Work with data and set up core systems and portals to facilitate the administration, handling, and employee experience for share plan events
The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs.
About Us
MUFG Pension & Market Services is a global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets – safely, securely, and responsibly.
Through our two businesses, MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient, and scalable services, purpose-built solutions, and modern technology platforms that deliver world-class outcomes and experiences.
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A member of MUFG, a global financial group, we help manage regulatory complexity, improve data management, and connect people with their assets through exceptional user experience that leverages the expertise of our people combined with scalable technology, digital connectivity, and data insights.
Our MUFG Corporate Markets division provides clients with a comprehensive corporate market offering that connects issuers to their stakeholders. Our uniquely integrated range of corporate markets capabilities includes shareholder management and analytics, stakeholder engagement, share and unit registry, employee share plans, and digital and print communications. We also offer company secretarial support, as well as various specialist offerings such as insolvency solutions. We operate in twelve countries throughout Australasia, Asia, Africa, the Middle East, United Kingdom, and Europe.
Our teams combine a wealth of industry experience with a rigorous focus on client management to deliver a premium service underpinned by market-leading digital technology provided by our Technology division.
MUFG Pension & Market Services is building a dynamic, client-focused, caring, and inclusive culture that is built on the foundations of an entrepreneurial spirit, effective risk management, empathy, and trust, and underpinned by its core values.
We are an inclusive employer whose people work collaboratively. We encourage, support, and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive, and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of the MUFG Pension & Market Services journey and together we will achieve our full potential.
We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status, or carers responsibilities.
Candidates must have the relevant work rights to be considered for an opportunity at MUFG Pension & Market Services. Successful applicants will be required to complete background screening prior to commencement of employment.
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