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

Job Description

Location : Canton, MA - Boston area (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 2 permanent full-time Client Relationship Managers 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.
Work with a growing team : we have 2 brand new roles due to client growth!
We offer continuous learning and education opportunities and put emphasis on continued improvement and career growth.
We offer a competitive total compensation package, with further details found below.

A role you will love

The Relationship Manager is 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 exceeding $500,000 / year. These relationships are categorized to be in the top 2% of the client base. Due to the complex nature and focus on revenue protection these clients will additionally be supported by a Client Support Administrator.

The role may also include the requirement to manage clients which fall in the Enhanced client tier. For those clients under management they will not be supported by a Client Support Administrator.

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 priortize competing priorities independently.

Experience working directly with all levels in an organization from entry level to executive level professionals.

Abiilty 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.

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.

Salary : $500,000

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