Client Relationship Manager
Client Relationship Manager
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Job Description
Location: Canton MA (Hybrid)
In this position youll be based in the above noted US office for a minimum of three days a week with the flexibility to work from home for some of your working week. Find out more about our flexible work culture at computershare/flex.
We give you a world of potential
Computershare has an exciting opportunity for a permanent fulltime Client Relationship Manager to join our Computershare Issuer Services team.
There are a few things that make this opportunity truly fantastic:
We work in a fun and collaborative team environment.
We offer continuous learning and education opportunities and put emphasis on continued improvement and career growth.
We offer a competitive total compensation package with further details found below.
A role you will love
The Relationship Manager is the primary contact between Computershare Shareholder Services and its investor services clients. Basic Relationship Manager responsibilities include ensuring that clients receive the services theyve purchased and that those services are delivered in a manner that meets and exceeds the clients expectations. The Relationship Manager also coordinates all major client activities and services by interfacing with other members of the Client team operational units and the entire organization as needed. Additionally this role will assist all sales units in coordinating cross sells and up sells by introducing clients to additional Computershare products and services.
Other Responsibilities include:
Establishes a professional and trusting relationship with clients that are deemed to be complex with significant revenue impact including clients which fall in the Enhanced client tier.
Ensures that clients service orders are accurately communicated and executed in a timely manner
Monitor and manages client dividend declarations and annual meeting events in conjunction with internal operational areas
Ensures timely funding of services (i.e. dividends and advance postage)
Acts as the central point of contact/control for client annual meetings
Attends client annual meetings and account planning sessions
Resolves client issues and documents service incidents follows up with internal business units to secure responses and shares results with the Client their Manager and Management
Assists certain clients with special projects expediting transactions troubleshooting problem solving and servicing of all clients shareholder and participant accounts including as they relate to Shareholder Assistance Restricted Stock transactions Broker Inquiries mass Issuances Secondary Offerings and Terminations.
Ensures that clients are informed of changes in industry and regulatory environments and the direct impact on them
Assists key clients in implementing and sustaining a strategic plan
Mitigates financial exposure by ensuring timely funding of services (i.e. dividends advance postage as applicable)
Serves as a conduit to internal business units to ensure that client feedback on services is communicated timely and opportunities to improve performance can be leveraged
Monitors revenue relative to forecast and make required adjustments
Ensures accurate records (i.e. Authorized Capital Treasury balance) by performing and assisting with reconcilement activities
Maintains functional knowledge of Computershares processes systems products and services and communicate enhancements and modifications to clients
Ensures collection of receivables in accordance with Computershares guidelines
Where practical coordinates with sales marketing and product associates as they deliver additional products and services
Coordinates with their Manager Finance Legal and Sales associates where appropriate to determine the components of contract renewals
Attends applicable webinar product training and technical training
Prepares for and delivers periodic Business review Sessions
What will you bring to the role
Minimum of 5 years of professional experience working directly with corporate clients.
Bachelors Degree in a relevant field (for example business communications finance etc) is preferred.
Advanced written and verbal communication skills.
Strong client relationship management experience.
Ability to multitask and prioritize competing priorities independently.
Experience working directly with all levels in an organization from entry level to executive level professionals.
Ability to work autonomously and possesses strong independent thinking and self management skills.
Ability to collaborate in a team environment.
Experience in the financial services sector is preferred.
Rewards designed for you
Paid parental leave flexible working and a caring and inclusive culture.
Health and wellbeing rewards that can be tailored to support you and your family including medical dental and vision.
Invest in your future with 401k matching and taxadvantaged flexible spending plans including healthcare dependent care and commuter.
Income protection. Our package includes short and longterm disability benefits life insurance and supplemental life insurance.
And more. Ours is a welcoming and closeknit community with experienced colleagues ready to help you grow. Our careers hub will help you find out more about our rewards and life at Computershare visit computershare/careershub.
#LISM1 #LIHybrid
Required Experience:
Manager
Employment Type
Full-Time
