Relationship Manager

Jobtailor; Canton (MA); On-site; USD 65,000 - 95,000; Full time

Job summary

Computershare in Canton, MA is seeking a Client Relationship Manager to establish professional, trusting relationships with clients and ensure service orders are accurately communicated and executed. You will respond promptly to inquiries, monitor dividend declarations, and coordinate with internal teams to fund services on time.

As the main liaison, you will support client meetings, resolve issues, and drive revenue while keeping clients informed of industry changes and regulatory updates.

Qualifications

• Minimum 3 years of professional work experience in client services or related field.
• Bachelor’s Degree in a relevant field (business, communications, finance, etc.).
• Experience in Client Relationship Management: ability to determine and satisfy client needs and maintain a productive partnership.

Responsibilities

• Establishes professional, trusting relationships with clients.
• Ensures client service orders are accurately communicated and executed.
• Responds promptly to client inquiries.
• Monitors and manages client dividend declarations with internal teams.
• Ensures timely funding of services to mitigate financial exposure.
• Acts as central contact for client annual meetings and attends them.
• Resolves client issues and documents service incidents; follows up with internal units.
• Assists clients with special projects, expediting transactions and servicing accounts.
• Informs clients about changes in industry and regulatory environments.
• Serves as conduit to internal units for timely feedback and service improvements.
• Monitors revenue relative to forecast and makes adjustments as needed.
• Collaborates with other Relationship Managers for follow-through on requests.
• Maintains accurate records (Authorized Capital, Treasury balance) and performs reconciliations.
• Keeps up-to-date with Computershare processes and services and communicates enhancements to clients.
• Ensures collection of receivables in line with company guidelines.
• Identifies opportunities to deliver additional products and services with Sales/Marketing.
• Coordinates with Finance, Legal and Sales for contract renewals.
• Attends webinars, product training and technical training.

Skills

Client relationship management

Technologically savvy

Customer experience management

Business acumen

Decision making & critical thinking

Travel readiness

Education

Bachelor's degree in business, finance, communications or related

Job description

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
• Resolves client issues and documents service incidents, follows up with internal business units to secure responses and shares results with the 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

Requirements

• Minimum of 3 years professional work experience, preferably in client services Alternative Investments
• 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%)