Overview
You will work with the Client Partnership Manager (CPM) and the Client Service Delivery Executive to proactively manage the relationship with the Trustee office through governance, reporting, risk management, project work, continuous improvements, audit, compliance of the fund administration and delivery of contracted services.
A permanent role in the Client Partnership Team, located in Melbourne.
Key Accountabilities and Main Responsibilities
* Strategic Focus: Support the Client Partnership Manager (CPM) in managing the client relationship with a view to achieving client satisfaction, revenue and profitability targets.
* Primary point of contact for day-to-day client/fund requests.
* Understand the client/fund strategic objectives.
* Identify opportunities to further strengthen the relationship between the client and the business.
* Ensure all services are being delivered as outlined in the relevant Service Level Agreement and notify the CPM of any performance concerns.
Actively work with funds to retain members and ensure ATO lost member targets are met. Responsible for managing the resolution and delivery of incident reports and ensuring that agreed SLA's are met.
Ensure client reporting is accurate and provided in accordance with agreed SLA's.
Operational Management
Actively manage key internal relationships, to ensure the delivery of exceptional service to our clients.
Manage the SLA reporting process with the internal business units.
Evaluate and update Business Rules to ensure they are current and communicated effectively to the relevant business unit(s).
Drive accountability within all areas of the business to deliver required results.
Prepare, and present administration reports and other adhoc reporting requests on time.
Investigate, respond & proactively resolve escalated queries both internal/external in a timely manner and where required inform the CPM.
People Leadership
Model customer-first behaviours and embed in the team a customer-first attitude in all interactions with external and internal stakeholders.
Proactively identify and action opportunities for process improvement.
Contribute to the development of the team by participating in team meetings, business forums/committees (as required) and sharing information.
Governance & Risk
Ensure all Risk and Compliance reporting and Assurance obligations relating to LECS attestations, internal control testing (CSA), GS007 and incidents are met on time.
Maintain up-to-date knowledge of superannuation legislation and trends.
The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs.
Experience & Personal Attributes
* Experience in the superannuation industry with at least 3 to 5 years in a client-facing role.
* Knowledge of compliance and legislation applicable to superannuation.
* Experience in product promotion/sales.
* Ability to manage competing priorities and meet client deliverables.
* Solid relationship and stakeholder management skills.
* Strong communication and interpersonal skills.
* Sound judgment and commercial decision-making skills.
* Excellent time management and organisational skills.
* Professionalism with a strong delivery/outcome focus.
* Solid logic and analytical skills.
* Proficient in Microsoft Office products (Excel, Word, PowerPoint). Strong problem-solving capability.
Our Employment Benefits
* FlexiWorks – enabling employees to work in the office and at home.
* Purchased Leave, Parental Leave, Volunteer Leave, Gender transition leave, Well-being leave.
* Employee Recognition Program - to recognise people who are demonstrating our values and Company purpose.
* Talent Referral Program.
* Salary Sacrificing via Superannuation.
* Employee Assistance Program.
* Learning & Development - Development at your fingertips via self-paced learning, including educational assistance support.
* Employee discounts – Access discounted rates and offers from a variety of providers including Bupa and Microsoft.
* Novated Car Leasing.
Culture @ MUFG Pension & Market Services
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 our company 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.
How to Apply
Ready to take the next step in your career?
Apply now with your resume and detailed cover letter highlighting your skills, experience, and why you would be a good fit for the role.
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.