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MUFG Union Bank Corporate Trust, Client Account Manager VP in San Francisco, California

Corporate Trust, Client Account Manager VP - 10043207-WD


Do you want your voice heard and your actions to count?

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2020). In the Americas, we’re 13,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, developing positive relationships built on integrity and respect. It’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. We’re a team that accepts responsibility for the future by asking the tough questions and owning the solutions. Join MUFG and be empowered to make your voice heard and your actions count.

Job Summary

Responsible for Client Account Management and day to day relationship management of Liquidity Custody customers.

Major Responsibilities:

  • Analyze, interpret, client account agreements for new business and existing business on behalf of the bank.

  • Ensure required documentation is accurate and complete.

  • Interact with clients, attorneys, investment bankers, and all internal business partners to facilitate the smooth onboarding of new business within specified timeframes.

  • Manage customer relationships as an escalation point to address client issues in concert with other business partners.

  • Engage in regular customer calls to existing and new customers of Liquidity Custody.

  • Serve as a Subject Matter Expert to provide guidance to internal business


  • College degree preferred with minimum 5 years Custody experience.

  • Exceptional verbal and written communications skills.

  • 4-6 years of experience in relationship management in Institutional Services or related securities industry sector with significant experience in one or more of the following, cash management products, investment accounting and performance services, and other value added services, and regulatory and industry requirements for clients and for the bank.

  • Proficient in use of desktop office software products and experience with technology platforms used for delivery of client services, preferably SEI and SunGard processing and accounting systems.

  • Experience in client/bank technology connectivity and industry information delivery platforms desired.

  • Excellent verbal skills with the ability to effectively communicate with team members with varying levels of financial sophistication.

  • Able to work effectively in team environments engaged in business development, service delivery support and product development.

  • Ability to manage and meet a diverse set of internal and external demands.

The above statements are intended to describe the general nature and level of the work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified .

We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.

A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.

Job : Transaction Banking

Primary Location : CALIFORNIA-San Francisco

Job Posting : May 28, 2021, 11:18:01 AM

Shift: : Day

Schedule: : Full Time

Req ID: 10043207-WD