Analyst, Client Support Team

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Client Support Team is part of Client Lifecycle Management Division which is situated within the Corporate and Investment Banking Division of MUFG Bank. However, this function acts as a centralized 1st line support team, providing support to both to both MUFG Bank London and MUFG Securities.

NUMBER OF DIRECT REPORTS

0

MAIN PURPOSE OF THE ROLE 

This role is to support Client Support team in the planning and execution of the related activities across the required business lines.

As a significant support function, interacting with the customer and internal stakeholders, customer experience is paramount for the team. This individual will be a point of contact for a number of desks in relation to client management related activities including the management of end to end onboardng for new clients and new product set ups. Delivery of these activities and proficient management Information is essential to succeeding in this area.

KEY RESPONSIBILITIES

• Point of contact for end to end onboarding co ordination: drive liaison with KYC, Legal, Credit Regulatory and operational teams
• Proactively find solutions to reduce time to market for onboarding
• Identifying opportunities for improving our end-to-end customer experience
• Develop a good understanding of key systems and end to end process across Bank and Securities
• Co-ordination with internal teams with regards lifecycle management related activities e.g. account opening & closing, RMA Set up, mandate changes, other operational set up,
• Direct interaction with client regarding end to end onboarding
• Maintain and Publish meaningful MI relating to Client Support Activities
• Prepare GCARS (internal Credit System) applications on a timely basis, ensuring accuracy of financial statement input for Borrower Ratings and correct facility details for Credit Applications for new transactions.
• Tracking the teams’ applications through the credit lifecycle to ensure completion according to schedule and liaising with other stakeholders (Relationship Managers, Credit Officers etc) for additional information (financial statements, facility details, internal documentation sign offs) where necessary
• Prepare Funds liquidity, fee notifications and fee accruals for new transactions

WORK EXPERIENCE

Functional / Technical Competencies:

Essential

• Proficient in Excel and Word
• Relevant industry experience and/or experience of working in a support team

Preferred:

Education / Qualifications:

Essential

• A Level and/or relevant work experience

SKILLS AND EXPERIENCE

Functional / Technical Competencies:

Essential

• Good multitasking skills and task management strategies
• Ability to complete milestones and work toward multiple deadlines simultaneously
• Excellent Microsoft Office skills – Excel (data manipulation, lookups, pivot tables) and Powerpoint (Clear, concise, well formatted reporting).
• Excellent Attention to detail.
• Self-motivated to find solutions

PERSONAL REQUIREMENTS

• Good communication skills
• Results driven, with a strong sense of accountability
• A proactive, motivated approach
• Excellent attention to detail and accuracy
• The ability to operate with urgency and prioritise work accordingly
• A structured and logical approach to work
• Good problem solving skills
• A creative and innovative approach to work
• Good interpersonal skills
• The ability to manage large workloads and tight deadlines
• A calm approach, with the ability to perform well in a pressurized environment
• Strong Excel & Word skills

PERFORMANCE AND DUTIES

The role holder will be assessed in accordance with their employing entity’s performance framework and process with relevant input obtained from the dual hatting entity as relevant.

As duties and responsibilities change, the job description will be reviewed and amended in consultation with the role holder. The role holder will carry out other duties as are within the scope, spirit and purpose of the role as requested by their line manager or Department Head.

MANAGING CONFLICTS OF INTEREST

• The role holder will have responsibilities for both MUFG Bank and MUFG Securities EMEA plc.
• The role holder will be required to perform their duties and responsibilities on an entity neutral basis, without favour.
• The role holder is required to follow regulatory requirements applicable to ensure each business is appropriately supported and to maintain the legal entity integrity of each of MUFG Bank and MUS.
• Working terms are dictated by functional mandates, the terms of the Dual-Hat Arrangement Agreement in place between MUFG Bank and MUFG Securities EMEA plc and any other relevant agreements entered into between MUFG Bank and MUFG Securities EMEA plc.

The role holder will have responsibility for identifying and resolving where there may be a difference or conflict in needs between MUFG Bank and MUFG Securities EMEA plc, escalating to their manager where required.

We are open to considering flexible working requests in line with organisational requirements.

MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.

We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.