What are the responsibilities and job description for the Assistant Vice President, Relationship Manager position at Computershare U.S.?
Job Description
Assistant Vice President/Relationship Manager
Location: Cleveland,Ohio (Home based)
We're currently setting up a new office in Cleveland, Ohio and initially, this role will be home-based. When our new office has opened, you'll transition to be based in the 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 Investor Services provides Transfer Agent services to corporate clients and their shareholders. The Relationship Manager will manage a portfolio of clients (based on experience level) and act as the primary point of contact, ensuring high-quality service delivery and client satisfaction.
A role you will love
The Assistant Vice President/Relationship Manager is the primary contact between Computershare Issuer Services and its corporate clients. Basic Assistant Vice President/Relationship Manager responsibilities include ensuring that clients receive the services they have purchased and that those services are delivered in a manner that meets and exceeds the clients’ expectations.
The Assistant Vice President/Relationship Manager also coordinates all major client activities and services by engaging with the client, with Computershare operational units and the entire organization as needed. In collaboration with the Sales team, the Assistant Vice President/Relationship Manager coordinates cross sells or up sells by introducing clients to additional Computershare products and services.
Other Key Duties And Responsibilities Are As Follows
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 paid time off, observed holidays, medical, dental and vision plans
Invest in your future with 401k matching, setting aside salary to purchase shares in our company 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
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act, and all other applicable laws.
About Us
A company to be proud of
We're a global leader in financial administration with over 11,000 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.
Fairness and culture
We're dedicated to providing you with the opportunity to succeed on your own merits, starting from the application process and continuing throughout your career with us. Our goal is to create an environment where everyone feels valued, to remove barriers and obstacles and ensure equal opportunities for all. For support with accommodations or adjustments during our recruitment process please visit computershare.com/access for further information.
About The Team
Since 1978, we’ve been trusted by companies around the globe to manage their shareholder registry, corporate actions and shareholder meetings and we’re now the number one transfer agency in the world. As client needs evolved, so has our portfolio of services; extending our Issuer Services into equity and entity governance services to companies both public and private worldwide. Careers in Issuer Services could mean anything from assisting shareholders with their portfolios, enabling access to global markets or helping clients deliver on their equity and entity compliance requirements everywhere they operate.
Assistant Vice President/Relationship Manager
Location: Cleveland,Ohio (Home based)
We're currently setting up a new office in Cleveland, Ohio and initially, this role will be home-based. When our new office has opened, you'll transition to be based in the 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 Investor Services provides Transfer Agent services to corporate clients and their shareholders. The Relationship Manager will manage a portfolio of clients (based on experience level) and act as the primary point of contact, ensuring high-quality service delivery and client satisfaction.
A role you will love
The Assistant Vice President/Relationship Manager is the primary contact between Computershare Issuer Services and its corporate clients. Basic Assistant Vice President/Relationship Manager responsibilities include ensuring that clients receive the services they have purchased and that those services are delivered in a manner that meets and exceeds the clients’ expectations.
The Assistant Vice President/Relationship Manager also coordinates all major client activities and services by engaging with the client, with Computershare operational units and the entire organization as needed. In collaboration with the Sales team, the Assistant Vice President/Relationship Manager coordinates cross sells or up sells by introducing clients to additional Computershare products and services.
Other Key Duties And Responsibilities Are As Follows
- Build strong, professional relationships with assigned clients (portfolio based on experience)
- Act as a trusted advisor and primary point of contact for clients
- Support client requests, special projects, issue resolution, and transaction management
- Ensure accurate and timely execution of client service requests
- Respond promptly to client inquiries and maintain high service standards
- Maintain knowledge of company products, services, and systems; communicate updates to clients
- Resolve client issues and coordinate with internal teams for timely closure
- Stay updated on industry and regulatory changes and advise clients accordingly
- Identify cross-sell and upsell opportunities in partnership with Sales and Product teams
- Maintain accurate client data and records in internal systems
- Lead client business reviews and support strategic planning for key accounts
- Manage invoicing, funding, and financial accuracy to minimize risk exposure
- Serve as the main contact for shareholder/stockholder meetings and related activities
- Support contract renewals in coordination with Finance, Legal, and Sales
- Monitor revenue vs. forecast and ensure timely collections
- Facilitate communication between clients and internal teams to drive service improvements
- Participate in training sessions and ongoing professional development
- Perform additional responsibilities as required
- Functional Knowledge Broad understanding of technical, industry, product, and client areas, developed through training and experience. Prior client-facing experience preferred.
- Business Experience Good understanding of team dynamics and how collective efforts drive business outcomes. Strong knowledge of products and services to support client growth and relationship development.
- Leadership Skills Ability to manage and strengthen client relationships without direct people management. Contributes to client initiatives and continuous improvement projects.
- Problem Solving Strong attention to detail and analytical skills. Resolves issues by applying business, technical, and product knowledge within established policies and procedures.
- Impact Directly influences day-to-day client relationships and service quality. Manages a client portfolio (up to approximately $2M revenue), ensuring satisfaction, retention, and growth.
- Interpersonal Skills Excellent communication skills to handle a range of client queries from basic to complex. Demonstrates professionalism, tact, and diplomacy, and collaborates effectively across teams.
- Education and Experience Bachelor’s degree with 2 years of relevant experience, or an equivalent combination. Preferred: experience in account or project management.
- Act with integrity
- Act with skill, care, and diligence
- Be open and cooperative with regulators
- Pay due regards to the interests of the customers and treat them fairly
- Observe proper standards of market conduct
- Complete all mandatory, regulatory training and assessments when notified to do so by the company.
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 paid time off, observed holidays, medical, dental and vision plans
Invest in your future with 401k matching, setting aside salary to purchase shares in our company 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
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act, and all other applicable laws.
About Us
A company to be proud of
We're a global leader in financial administration with over 11,000 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.
Fairness and culture
We're dedicated to providing you with the opportunity to succeed on your own merits, starting from the application process and continuing throughout your career with us. Our goal is to create an environment where everyone feels valued, to remove barriers and obstacles and ensure equal opportunities for all. For support with accommodations or adjustments during our recruitment process please visit computershare.com/access for further information.
About The Team
Since 1978, we’ve been trusted by companies around the globe to manage their shareholder registry, corporate actions and shareholder meetings and we’re now the number one transfer agency in the world. As client needs evolved, so has our portfolio of services; extending our Issuer Services into equity and entity governance services to companies both public and private worldwide. Careers in Issuer Services could mean anything from assisting shareholders with their portfolios, enabling access to global markets or helping clients deliver on their equity and entity compliance requirements everywhere they operate.