Client Relationship Manager
Client Relationship Manager
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Job Description
Location: Cleveland Ohio Middleburg Heights (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 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.
- Enjoy free parking in our Cleveland office.
- We offer a competitive total compensation package with further details found below.
A role you will love
As the Client Relationship Manager you will be the primary contact between Computershare Shareholder Services and its investor services clients. This role will ensure that clients receive the services theyve purchased and that those services are delivered in a manner that meets and exceeds the clients expectations. The Client Relationship Manager also coordinates all major client activities and services by interfacing with other members of the team the client and operational units and the entire organization as needed. Additionally in collaboration with all sales units coordinate cross sells or up sells by introducing clients to additional Computershare products and services.
Other Responsibilities include:
- Establishes a professional and trusting relationship with clients
- Ensures that clients service orders are accurately communicated and executed
- Responds timely to client inquiries
- Monitors and manages client dividend declarations in conjunction with internal operational areas
- Ensures timely funding of services (i.e. dividends) to mitigate financial exposure
- Acts as the central point of contact/control for client annual meetings
- Attends client annual meetings
- Resolves client issues and documents service incidents follows up with internal business units to secure responses and shares results with the Manager Client and Senior Management
- Assists clients with special projects expediting transactions troubleshooting problem solving and servicing of all clients shareholder and participant accounts
- Ensures that clients are informed of changes in industry and regulatory environments and the direct impact on them
- 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
- Works with other Relationship Managers to ensure proper followthrough on clients requests
- 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
- Identifies opportunities and where possible coordinates with sales marketing and product associates in the delivery of additional products and services
- Coordinates with Manager Finance Legal and Sales associates where appropriate to determine the components of contract renewals
- Attends applicable webinar product training and technical training
What will you bring to the role
- Minimum of 3 years professional work experience preferably in client services
- Bachelors Degree in a relevant field (for example business communications finance etc)
- Client Relationship Management experience: Must be able to determine and satisfy client needs and maintain a partnering relationship including influencing communicating presenting facilitating and managing
- Technologically Savvy Must be able to educate clients on a variety of technological tools and resources
- Customer Experience Management Must implement strategies and techniques to ensure customers have a positive experience at every touch point
- Business Acumen Must possess the knowledge insight and understanding of business concepts tools and processes that are needed for making sound decisions and apply this knowledge appropriately to diverse situations
- Decision Making and Critical Thinking Skills
- Ability to travel for a small portion of the role (approximately 5%)
Bonus points if you have:
- Previous experience in an account or project management role
- Experience working directly with executive level professionals
- Experience in the financial services sector
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
#LISM1 #LIHybrid
Required Experience:
Manager
Employment Type
Full-Time
