Client Relationship Manager

JOB DESCRIPTION

Location: Cleveland, Ohio (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. This posting is vacant due to a promotion on the team!
• We offer a competitive total compensation package, with further details found below.

• 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

• 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 prioritize competing priorities independently.
• Experience working directly with all levels in an organization from entry level to executive level professionals.
• Ability 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.