What are the responsibilities and job description for the Client Relationship Manager position at Computershare U.S.?
Locations: Canton, MA; Louisville, KY or Cleveland, OH (Hybrid)
In this position, you'll be based in one of the above noted offices 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 the Essential Registry Team (ERT).
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.
• We offer a competitive total compensation package, with further details found below.
A role you will love
As the Client Relationship Manager with the Essential Registry Team, 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 Key responsibilities:
• 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
• 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
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%)
• 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 reward s 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.
In this position, you'll be based in one of the above noted offices 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 the Essential Registry Team (ERT).
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.
• We offer a competitive total compensation package, with further details found below.
A role you will love
As the Client Relationship Manager with the Essential Registry Team, 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 Key responsibilities:
• 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
• 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
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%)
• 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 reward s 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.
