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About the Role
The Relationship Manager operates within the Computershare Investor Services division, managing an assigned book of business and delivering comprehensive product solutions that meet client needs. This role involves managing a diverse portfolio of clients, coordinating major client activities, and collaborating with internal teams to introduce additional Computershare products and services.
Responsibilities
- Manage a diverse portfolio of clients, including publicly traded and private companies with Canadian and cross-border listings.
- Coordinate all major client activities and services by engaging with the client, Computershare operational units, and the organization.
- Collaborate with the Sales team to coordinate cross-sells or up-sells by introducing clients to additional Computershare products and services.
- Build and manage strong client relationships by serving as a trusted advisor, addressing client needs, supporting strategic planning, conducting business reviews, and acting as the primary point of contact.
- Deliver excellent client service by responding to inquiries, resolving issues, coordinating with internal teams, and ensuring timely communication and follow-up.
- Maintain a high level of professionalism, adaptability, and perform in a fast-paced environment, effectively managing competing priorities and delivering quality results.
- Provide strategic guidance by maintaining knowledge of products, services, industry trends, and regulatory changes, and sharing relevant updates with clients.
- Ensure operational and financial excellence by maintaining accurate records, monitoring revenue, supporting invoicing and collections, managing risk, participating in training, and completing assigned responsibilities.
- Coordinate cross-functional activities and drive business growth by collaborating with Sales, Marketing, Finance, Legal, and operational teams on contract renewals, service improvements, account planning, product opportunities, and client feedback initiatives.
- Identify up-sell and cross-sell opportunities by understanding client needs, proactively recommending solutions, and working with internal teams to grow existing client relationships and drive revenue growth.
- Build and leverage professional networks by developing strong relationships and attending industry events to enhance Computershare’s market presence.
Requirements
- Requires a university / college degree, with 2+ years of relevant experience, or equivalent combination of education and experience.
- Relationship/Account/Project Management experience.
- Excellent verbal, written and interpersonal communication skills.
- Ability to read and interpret complex legal documents.
- Ability to navigate multiple computer systems and applications.
- Effective organizational, multi-tasking and prioritizing skills.
- Solid PC skills including proficiency with MS Excel and Access.
- Ability to work in high pressure and time sensitive environment.
- Customer service focus with experience in actively listening, eliciting information, comprehending customer issues/needs and recommending solutions.
- Strong analytical skills with high attention to detail and accuracy.
- Ability to interact with all levels of an organization.
- Proven leadership skills.
Skills
- Relationship Management
- Account Management
- Project Management
- Communication Skills
- Interpersonal Skills
- Client Service
- Strategic Planning
- Business Reviews
- Product Knowledge
- Service Knowledge
- Industry Trend Analysis
- Regulatory Change Analysis
- Record Keeping
- Revenue Monitoring
- Invoicing
- Collections
- Risk Management
- Training Participation
- Cross-functional Collaboration
- Sales Collaboration
- Marketing Collaboration
- Finance Collaboration
- Legal Collaboration
- Operational Team Collaboration
- Contract Renewal Management
- Service Improvement
- Account Planning
- Product Opportunity Identification
- Client Feedback Management
- Up-selling
- Cross-selling
- Professional Networking
- MS Excel Proficiency
- MS Access Proficiency
- Analytical Skills
- Attention to Detail
- Accuracy
- Leadership Skills
Location
- Toronto, Canada
Work Type
- Hybrid
- Full-time
Experience Level
- 2+ years of relevant experience
Education Level
- University/college degree
- Bachelor's Degree
Salary/Compensations
- $72,750k - $95k/yr
Benefits
- Flexible work
- Health and wellbeing rewards
- Share purchase plan with company contribution
- Recognition awards
- Team get togethers
- Investment in future
About the Company
- Computershare Investor Services is the division within Computershare responsible for providing Transfer Agent Services to Corporate clients as well as their shareholders.
- We are a global leader in financial administration with over 11,000 employees across more than 22 different countries.
- Since 1978, we’ve been trusted by companies around the globe to manage their shareholder registry, corporate actions and shareholder meetings.
- We are the number one transfer agency in the world.
- Our Issuer Services portfolio extends into equity and entity governance services to companies both public and private worldwide.
Equal Opportunity
- 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.