Onboarding Project Manager

successful project completion. Your interactions will include clients' C-suite executives, outside counsel, and internal teams. This role demands expertise in Computershare's product offerings and best practices, as well as the ability to manage multiple projects simultaneously. If you're passionate about project management and client engagement, this is the role for you.

A role you will love

As an Onboarding Project Manager at Computershare, you'll be at the forefront of integrating new US Transfer Agent appointments, managing multiple projects simultaneously, and ensuring smooth transitions for our clients. You'll lead kickoff and weekly project meetings, obtain essential legal and regulatory documents, and provide guidance to Event Specialists and Data Analysts. Your role will involve professional interactions with high-level executives and stakeholders, monitoring project progress, and coordinating set-up activities for Computershare systems. If you're passionate about project management, client engagement, and driving success, this is the perfect opportunity for you to shine.

Some of your key responsibilities will include:

• Manage multiple onboarding projects: Oversee several projects simultaneously, maintaining MS Project plans and keeping stakeholders informed.

• Facilitate meetings: Plan and conduct initial kickoff and weekly project meetings with clients, counsel, and internal stakeholders to ensure milestones are met.

• Ensure documentation: Obtain all necessary legal, compliance, and regulatory documents in a timely manner, including legal opinions, board resolutions, custody agreements, and plan documents.

• Provide guidance: Offer project guidance to Event Specialists and Data Analysts.

• Complete welcome package: Handle the initial shareholder welcome package mailing.

• Professional communication: Interact professionally with all levels of customers, including attorneys, CEOs, CFOs, senior managers, and the sales team.

• Monitor progress: Report on project progress, problems, and solutions to the Onboarding Operations manager frequently.

• Coordinate set-up activities: Perform set-up activities for Computershare peripheral systems and coordinate shareholder selling activity as required.

• Prioritize deliverables: Manage escalated deliverables from management, prioritizing accordingly.

What will you bring to the role?

As you've probably gathered by now, we are looking for somebody with a real passion for customer success and will have the ability to bring people together to work collaboratively, achieve objectives, and influence stakeholders to get the best outcome.

Other key skills required for the role include:

• Microsoft Office Proficiency: Skilled in Excel, Word, and PowerPoint.

• Financial Industry Experience: 3-5 years in financial services.

• Leadership: Guide team members and coordinate tasks.

• Problem Solving: Resolve complex issues with attention to detail.

• Impact: Ensure high-quality service and meet deadlines.

• Communication: Excellent verbal and written skills, handle sensitive issues diplomatically.

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.

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.