Relationship Manager (Alternative Investments)

Computershare • Canton, MA

3d • $90,000 - $100,000 • Hybrid

About The Position

Computershare has an exciting opportunity for a permanent full-time Client Relationship Manager to join our Computershare Issuer Services team for Alternative Investments. This role will ensure 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 Client Relationship Manager also coordinates all major client activities and services by interfacing with other members of the 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.

Requirements

• Minimum of 3-year experience with Alternative Investments.
• 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%)

Nice To Haves

• Previous experience in Alternative Investments, client management or project management role
• Experience working directly with executive level professionals
• Experience in the financial services sector

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

Benefits

• 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.
• Free parking in our Canton or Edison office.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level