What are the responsibilities and job description for the Client Relationship Manager position at Computershare?

Job Description

Location : Cleveland, Ohio - Middleburg Heights (Hybrid)

In this position, you'll 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.com / flex

We give you a world of potential

Computershare has an exciting opportunity for a permanent full-time 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 they've 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 follow-through on clients' requests

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

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

Bachelor's 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 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.

Computershare is an equal opportunity employer. Qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, protected veteran status, or other characteristics protected by applicable law.

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