Associate, Share Plans Advisory

3 weeks ago

London, United Kingdom CV-Library Full time

Overview:

The Associate, Share Plans Advisory, will be based on a hybrid basis from our stunning new office on Lime Street in London, so you’ll need to be within a commutable distance to ensure you can be in the office each week.

You will support the Executives in providing expert day-to-day advice to clients in connection with the full portfolio of share plans events and the on-boarding new clients, in addition to helping to develop and maintain relationships with clients and their advisers and communicating the desires of the clients to the operational teams, ensuring an understanding of the clients’ challenges and goals.  The role holder will support the expansion and implementation of new initiatives and services to meet the future needs of MUFG Pension & Market Services and its clients.

You’ll get the chance to follow your chosen career path anywhere in MUFG Pension & Market Services.  You’ll be joining a network of experienced, innovative and dedicated individuals across multiple teams and countries.  There are countless opportunities to learn new skills and develop in your career and we’ll provide the support you need to do just that.

Benefits:

26 days annual leave, plus a wellbeing day, a volunteer day, bank holidays and the opportunity to buy up to 5 days’ extra each year

Health, wellbeing and lifestyle rewards that can be tailored to support you and your family.  Everything from: Employee Assistance Programme; 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 programme

Company Pension Scheme

Life Assurance

Medical Insurance 

Paid Maternity, Paternity, Adoption Leave, Shared Parental Leave

What you need:

•    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  This is 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 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

It would be nice to have:

•    Demonstrable experience in Share Plans, Share Registration or another Financial Services sector

Day to Day, you will:

•    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

•    Draft and oversee the preparation and mailing of shareholder invitation and results 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

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