Relationship Manager
$78kComputershare
Relationship Manager Location: Jersey City,NJ, United States (Hybrid) In this position, you’ll be based in the Jersey City,NJ 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 Investor Services is the division within Computershare responsible for providing Transfer Agent Services to Corporate clients as well as their shareholders. The Relationship Manager role operates within this division by managing an assigned book of business with an emphasis on Foreign Private Issuers. The type of clients assigned are based on the Relationship Manager’s experience. . Relationship Managers at “entry” level will have clients with a revenue range of up to USD 750K and more experienced Relationship Managers will have clients with a revenue range of up to USD 2 million. The Relationship Manager role is expected to work collaboratively across business lines throughout the organization to deliver a diverse product solution to the client. A role you will love The Relationship Manager is the primary contact between Computershare Investor Services clients and Shareholder Services. Basic Relationship Manager responsibilities include ensuring that clients receive the services they have 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 engaging with the client, with Computershare operational units and the entire organization as needed. In collaboration with the Sales team, the Relationship Manager coordinates cross sells or up sells by introducing clients to additional Computershare products and services. Other key duties and responsibilities are as follows: * Act as a trusted advisor to clients, managing a portfolio aligned with experience * Support client needs including special projects, transactions, and account servicing
- Ensure accurate communication and execution of service requests
- Respond promptly to client inquiries and resolve issues, coordinating with
- Communicate updates, enhancements, and potential impacts to clients
- Identify and support cross-sell/upsell opportunities in collaboration with
- Maintain accurate client records and oversee account reconciliations
- Lead client reviews, strategic planning, and shareholder meeting
- Attend client meetings, training sessions, and industry-related activities
- Share client feedback internally to drive service enhancements
- Perform additional responsibilities as assigned
- Bachelor’s degree with 2+ years’ relevant experience or equivalent
- Experience with international clients and additional language skills
- Act with integrity
- Act with skill, care, and diligence
- Be open and cooperative with regulators
- Pay due regards to the interests of the customers and treat them fairly
- Observe proper standards of market conduct
- Complete all mandatory, regulatory training and assessments when notified to
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