Relationship Manager

About the role

The Client Relationship Manager will be based in the Canton, MA office for a minimum of three days a week, with the flexibility to work from home for some of their working week. Learn more about our flexible work culture at computershare.com/flex.

Responsibilities

• Establishes a professional and trusting relationship with clients
• Ensures that clients' service orders are accurately communicated and executed
• Responds timely to client inquiries
• Maintains a trusting relationship with clients
• Monitors and manages client dividend declarations in conjunction with internal operational areas
• Ensures timely funding of services (i.e. dividends) to mitigate financial exposure
• Attends client annual meetings
• Serves as the central point of contact/control for client annual meetings
• Resolves client issues and documents service incidents, following up with internal business units to secure responses and sharing results with the Manager, Client and Senior Management
• Aids clients with special projects, expediting transactions, troubleshooting, problem solving, and servicing of all clients’ shareholder and participant accounts
• Ensures 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
• Maintains functional knowledge of Computershare’s processes, systems, products and services and communicates enhancements and modifications to clients
• Ensures collection of receivables in accordance with Computershare’s guidelines
• Maintains accurate records (i.e. Authorized Capital, Treasury balance) by performing and assisting with reconcilement activities
• 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 webinars, product training, and technical training

Requirements

• Minimum of 3 years professional work experience, preferably in client services
• Bachelor’s Degree in a relevant field (e.g., 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
• Tech-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

Qualifications

• Minimum of 3 years experience with Alternative Investments

Skills

• Alternative Investments

Benefits

We offer a competitive total compensation package, with further details found below.

Pay

The typical base pay range for this role is USD $90,000 - $100,000.

Schedule

Fully remote for some of the time, with a minimum of three days a week in the Canton, MA office.