ERT Relationship Manager

Location: US - Denver, CO (Hybrid)

This is a hybrid position primarily based in Denver CO office. We're committed to your flexibility and wellbeing and our hybrid strategy currently requires two days a week in the office, giving you the option to work remotely for some of your working week. Find out more about our culture of flexible working.

We give you a world of potential

Computershare has a tremendous opportunity for a ERT Relationship Manager to join our growing team.

Since 1978 we have been trusted by other companies to manage their shareholder registry and shareholder transactions.  Since then, as our clients' needs evolved, so has our portfolio of services.  We help companies to manage their relationships with investors more effectively and fulfill complex company secretarial obligations, regulatory and governance requirements.

Working in Issuer Services could mean anything from assisting shareholders with their portfolios, managing company meetings, enabling access to global markets, or supporting the highest standards of regulatory compliance across the world.

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 Essential Registry 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.

Primary Accountabilities

• 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.

• Resolves client issues and documents service incidents, follows up with internal business units to secure responses and shares results with ERT Manager, Client and Senior Management

• 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.

• 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

• 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 webinar, product training, and technical training (as needed)

• Other duties or tasks as assigned by management.

What will you bring to the role?

• Bachelor's Degree from a four-year college or university

• Two+ years of related experience and/or training

• Previous experience in an account management role required

• 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: Must be able to understand of the issues related to the decision-making process; and possess the ability to analyze situations fully and accurately and reach productive decisions.

• Client Relationship Management: 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 Computershare processes and tools.

• Proficient in Microsoft Office Suite (Word, Excel, Outlook and PowerPoint)

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 handbook will help you find out more about our rewards and life at Computershare, visit computershare.com/careers-handbook.

Compensation. The base pay range for this role is $55,000 - $65,000/yearly. This base pay range is specific to Colorado and may not be applicable to other locations.

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