Associate Relationship Manager

Socket.dev; Calgary; Hybrid; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Flexible work

Health and wellbeing

Share purchase plan

Team events

Job summary

Computershare in Calgary is seeking an Associate Relationship Manager to support Relationship Managers with day-to-day client requests and shareholder activities.

You will communicate with corporate clients and counsel on shareholder mailings, meetings, dividends, and monthly reporting while maintaining accurate records and fostering strong client partnerships. The role blends office and in-person collaboration within a hybrid work model.

Qualifications

• 2 years administrative experience (Legal, Financial or Securities industry preferred).
• Client-facing experience with businesses, executives and/or legal counsel.
• Post-secondary diploma or degree.
• Intermediate working knowledge of MS Office suite.

Responsibilities

• Provide day-to-day administrative support to Relationship Managers and assist with client requests.
• Communicate with corporate clients and counsel regarding shareholder mailings, meetings, dividends and reporting.
• Coordinate shareholder meetings, proxies, journals and attend as scrutineer/co-scrutineer when needed.
• Review documents submitted by shareholders and financial institutions for compliance.
• Assist issuers with special projects and servicing of issuer accounts.

Skills

Client-facing experience

MS Office

Multitasking

Attention to detail

Organizational skills

Communication skills

Education

Post-secondary diploma or degree

Tools

MS Office suite

Job description

Location: Calgary, Canada Hybrid

In this position, you’ll be based in our Calgary 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

We are looking for an Associate Relationship Manager (ARM) to join our team. You will be responsible forproviding day to dayadministrative support to the Relationship Managers (RM) by assisting with client requests. Responsibilities couldinclude but are not limited to communicating with corporate clients and their counsel in connection with shareholder mailings, shareholder meetings, dividends, treasuries, capital reconciliations, billing, audit confirmations and monthly reporting.

A role you will love

A successful Associate Relationship Manager is an individual who can manage multiple requests/tasks coming at them all at once, someone who can take direction as well as take initiative and someone who enjoys client interaction.

Lastly, an Associate Relationship Manager is extremely organized, is proactive in every manner and has curiosity to go learn about all things in relation to the transfer agency world! If you are a new graduate or someone who is looking for their first career role, this may be the role for you!

Other duties will include:

• Work independently, and in partnership withthe Relationship Managerto ensure accurate and responsive delivery of client services to related to shareholder meetings, share issuances, reporting and shareholders.
• Work closely with clients, and internal resources on intervention and escalated items to ensure prompt resolution.
• Perform support activities for shareholder meetings from coordination of proxy activities, including ordering lists, labels and journals, to attending shareholder meetings as scrutineer/co-scrutineer.
• Review documents submitted by shareholders, participants and Financial Institutions to ensure they are compliant and complete.
• Assist issuers with special projects, expediting transfers, troubleshooting, problem solving and servicing of all issuer’s shareholder’s accounts.
• Manage and maintain client accounts, including receiving paperwork for reinvestments, withdrawals, transfers, sales and estates and routing processing to appropriate areas.
• Maintain relationships with key personnel of clients ensuring satisfaction and retention.
• Create and reconcile reports on regular and ad-hoc basis.
• Provide support as needed within the Client Services team

What will you bring to the role

• 2 years administrative experience (Legal, Financial or Securities industry preferred).
• Client-facing experience with businesses, executives and/or legal counsel.
• Post-secondary diploma or degree.
• Intermediate working knowledge of MS Office suite.
• Ability to multi-task to complete tasks within deadlines.
• Ability to prioritize when encountering conflicting duties.
• Accuracy and attention to detail.
• Strong mathematical and organizational skills.
• Excellent written and verbal English skills.
• Rewards designed for you

Flexible work

to help you find the best balance between work and lifestyle.

Health and wellbeing

rewards that can be tailored to support you and your family.

Invest in our business

by setting aside salary to purchase shares in our company, and you’ll receive a company contribution as well.

Extra rewards

ranging from recognition awards and team get togethers to helping you invest in your future.

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.

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 want to provide 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.

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.