What are the responsibilities and job description for the Account Manager III position at Computershare U.S.?
Location: Charolette, NC or Minneapolis, MN (Hybrid)
In this position, you’ll be based in the Charolette, NC or Minneapolis, MN 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.com/flex.
We give you a world of potential
Computershare Corporate Trust is built on a foundation of “Trust Makes it Work” – expertise, relationships, and innovation you can trust. When you join this dynamic team as an Account Manager III you will enjoy a career, teamwork, flexibility and leadership you can trust to help accelerate your personal and professional goals.
Corporate Trust is a market leader with decades of experience as a provider of trustee and sophisticated agency services for private and public companies, investment bankers, asset managers as well as governments and institutions. We offer a wide range of services that fulfil our clients with a best-in-class reputation built on our high-touch approach to client service we are looking for people to join us and be a part of our exciting future as one of the top corporate trust firms in North America.
Do you bring trusted experience to Computershare Corporate Trust? Do your strengths consist of a passion for numbers with high attention to detail and accuracy, excellent verbal, written, and interpersonal communication skills, ability to independently perform tasks within the Securities Admin Services lines of business?
If you’re a match to those skills and have the passionate drive to be part of something truly amazing, while working on a diverse team and have the willingness to learn multiple tasks, then this is the perfect opportunity for you!
A role you will love
We are currently seeking a highly motivated and dynamic individual to fill an Account Manager III position within the Securities Custody Team of CCT. You will be focused on developing and maintaining strong internal and external customer relationships within the custody businesses while working collaboratively within a team structure to resolve operational issues, to ensure compliance with all contractual obligations, and to ensure compliance with all internal operational guidelines and procedures. You will also be involved in the other facets of the Specialized Asset Services business as well, including the onboarding of new business, leading and participating in efficiency projects, and providing production oversight (as needed) for the Securities Custody products.
Some of your key responsibilities may include:
- Representing CCT in developing and maintaining large client relationships for the SAS Custody Financing portfolio
- Selling and promoting CCT products and services to existing clients
- Closing of complex CLO and Leveraged Loan Financing transactions
- Establishing controls to ensure that policies and processes are effectively implemented and executed, while understanding key business procedures and associated risks/controls for each client and respective deal
- Building and maintaining client relationships, understanding the value of each client's business and how to best service their accounts
- Ability to anticipate and identify work problems, quickly and correctly, while demonstrating the ability to identify, develop and implement sound solutions
- Providing leadership and guidance to less experienced team members and provide subject matter expertise as needed
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 service, ensuring regulatory compliance and will have the ability to work collaboratively with various stakeholders to achieve client success.
Other key skills required for the role include:
- Minimum of 10 years of experience in one or a combination of the following areas: trust, financial services, or account management is required
- Knowledge of Corporate Trust Services business & products
- Structured finance experience and familiarity with mortgage securitizations processes
- Experience with CDO Suite
- Legal Document experience
- Expertise in various systems, including Microsoft Excel
- Excellent verbal and written communication skills
- Ability to influence and interface with all levels of the organization
- Ability to manage multiple priorities, demonstrate flexibility and implement change
- Proven leadership skills
- Attention to detail and excellent organizational skills
- Works independently and displays a take charge attitude
- Advanced Microsoft Excel and Access skills
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. Our careers hub will help you find out more about our rewards and life at Computershare, visit computershare.com/careershub.
Compensation. The base pay range for this role is $80,000 - 120,000. This base pay range is specific to Charolette, NC and Minneapolis, MN and may not be applicable to other locations.
In this position, you’ll be based in the Charolette, NC or Minneapolis, MN 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.com/flex.
We give you a world of potential
Computershare Corporate Trust is built on a foundation of “Trust Makes it Work” – expertise, relationships, and innovation you can trust. When you join this dynamic team as an Account Manager III you will enjoy a career, teamwork, flexibility and leadership you can trust to help accelerate your personal and professional goals.
Corporate Trust is a market leader with decades of experience as a provider of trustee and sophisticated agency services for private and public companies, investment bankers, asset managers as well as governments and institutions. We offer a wide range of services that fulfil our clients with a best-in-class reputation built on our high-touch approach to client service we are looking for people to join us and be a part of our exciting future as one of the top corporate trust firms in North America.
Do you bring trusted experience to Computershare Corporate Trust? Do your strengths consist of a passion for numbers with high attention to detail and accuracy, excellent verbal, written, and interpersonal communication skills, ability to independently perform tasks within the Securities Admin Services lines of business?
If you’re a match to those skills and have the passionate drive to be part of something truly amazing, while working on a diverse team and have the willingness to learn multiple tasks, then this is the perfect opportunity for you!
A role you will love
We are currently seeking a highly motivated and dynamic individual to fill an Account Manager III position within the Securities Custody Team of CCT. You will be focused on developing and maintaining strong internal and external customer relationships within the custody businesses while working collaboratively within a team structure to resolve operational issues, to ensure compliance with all contractual obligations, and to ensure compliance with all internal operational guidelines and procedures. You will also be involved in the other facets of the Specialized Asset Services business as well, including the onboarding of new business, leading and participating in efficiency projects, and providing production oversight (as needed) for the Securities Custody products.
Some of your key responsibilities may include:
- Representing CCT in developing and maintaining large client relationships for the SAS Custody Financing portfolio
- Selling and promoting CCT products and services to existing clients
- Closing of complex CLO and Leveraged Loan Financing transactions
- Establishing controls to ensure that policies and processes are effectively implemented and executed, while understanding key business procedures and associated risks/controls for each client and respective deal
- Building and maintaining client relationships, understanding the value of each client's business and how to best service their accounts
- Ability to anticipate and identify work problems, quickly and correctly, while demonstrating the ability to identify, develop and implement sound solutions
- Providing leadership and guidance to less experienced team members and provide subject matter expertise as needed
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 service, ensuring regulatory compliance and will have the ability to work collaboratively with various stakeholders to achieve client success.
Other key skills required for the role include:
- Minimum of 10 years of experience in one or a combination of the following areas: trust, financial services, or account management is required
- Knowledge of Corporate Trust Services business & products
- Structured finance experience and familiarity with mortgage securitizations processes
- Experience with CDO Suite
- Legal Document experience
- Expertise in various systems, including Microsoft Excel
- Excellent verbal and written communication skills
- Ability to influence and interface with all levels of the organization
- Ability to manage multiple priorities, demonstrate flexibility and implement change
- Proven leadership skills
- Attention to detail and excellent organizational skills
- Works independently and displays a take charge attitude
- Advanced Microsoft Excel and Access skills
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. Our careers hub will help you find out more about our rewards and life at Computershare, visit computershare.com/careershub.
Compensation. The base pay range for this role is $80,000 - 120,000. This base pay range is specific to Charolette, NC and Minneapolis, MN and may not be applicable to other locations.
Salary : $80,000 - $120,000
