Share Plans Advisory Professional

3 days ago


London, Greater London, United Kingdom MUFG Pension & Market Services Full time

About the Job:

We are seeking an experienced Share Plans Advisory Professional to join our team at MUFG Pension & Market Services. As a Share Plans Advisory Professional, you will play a key role in supporting our executives in providing expert advice to clients on share plans events and onboarding new clients.

Job Description:

  • 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 invitation 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.

Salary:

The salary for this role is £55,000 - £65,000 per annum, depending on experience.

Benefits:

In addition to a competitive salary, you will also benefit from a range of additional perks, including 26 days annual leave, a wellbeing day, a volunteer day, bank holidays and the opportunity to buy up to 5 days' extra each year.

Requirements:

  • Excellent 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 a good working knowledge of Microsoft Excel and Microsoft Word.
  • Self-motivation and exceptional time management skills.
  • A strong customer service ethic, with a passion for supporting colleagues and clients.
  • A pro-active, highly self-motivated individual, who is a fast learner and has the drive and desire to succeed in their 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.
  • Strong problem-solving skills, with the ability to handle complaints if they arise.


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