Client Relationship Manager

Computershare

3.9

(17)

Canton, MA

Why you should apply for a job to Computershare :

  • 4.5/5 in supportive management
  • 71% say women are treated fairly and equally to men
  • 76% would recommend this company to other women
  • 81% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • Our Women4Women network fosters gender diversity by cultivating opportunities to reinforce our culture of inclusion
  • We support and encourage flexible working wherever we can to help you find the best balance between work and lifestyle
  • We are proud to be part of the 30% Club, launched with the goal of seeing women take up 30% or more of the positions on FTSE-100 boards
  • #7328

    Position summary

    the primary contact between Computershare Shareholder Services and its investor services clients. Basic Relationship Manager responsibilities include ensuring that clients receive the services they've 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 Computershare's processes, systems, products and services and communicate enhancements and modifications to clients
    • Ensures collection of receivables in accordance with Computershare's 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.
    • Bachelor's 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 multi-task 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 tax-advantaged flexible spending plans, including healthcare, dependent care and commuter.

    Income protection. Our package includes short and long-term disability benefits, life insurance and supplemental life insurance.

    And more. Ours is a welcoming and close-knit 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.com/careershub.

    #LI-SM1 #LI-Hybrid

    ABOUT US

    A company to be proud of

    We're a global leader in financial administration with over 12,000 employees across more than 22 different countries. At Computershare, it's more than just a job, our open and inclusive culture means that we will help you to grow, to move forward and make the most of our world of opportunities.

    A diverse and inclusive place to work

    At Computershare we value diversity and welcome applications from everyone, believing that an equal and inclusive culture is key to excellent results. One of the greatest advantages for our organisation is the talent and diversity of our people and we strive to ensure all our employees have an equal opportunity to contribute their ideas, bring their personality to their work and showcase their skills. For support with accommodations or adjustments during our recruitment process please visit computershare.com/access for further information.

    Why you should apply for a job to Computershare :

  • 4.5/5 in supportive management
  • 71% say women are treated fairly and equally to men
  • 76% would recommend this company to other women
  • 81% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • Our Women4Women network fosters gender diversity by cultivating opportunities to reinforce our culture of inclusion
  • We support and encourage flexible working wherever we can to help you find the best balance between work and lifestyle
  • We are proud to be part of the 30% Club, launched with the goal of seeing women take up 30% or more of the positions on FTSE-100 boards