ERT Relationship Manager

CO Salary Range: USD 60,000.00 - 70,000.00 per year

JOB DESCRIPTION

Location: Centennial, CO (Hybrid)

In this position, you'll be based in the Centennial Colorado 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 has a tremendous opportunity for an ERT Relationship Manager to join our growing team.

Since 1978 we have been trusted by other companies to manage their shareholder registry and shareholder transactions. Since then, as our clients' needs evolved, so has our portfolio of services. We help companies to manage their relationships with investors more effectively and fulfill complex company secretarial obligations, regulatory and governance requirements.

• 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 ERT 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 (as needed)
• Other duties or tasks as assigned by management.

• Bachelor's Degree from a four-year college or university
• Two+ years of related experience in the financial services sector and/or training
• Previous experience in an account or project management role required
• Experience working directly with executive level professionals required
• 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: Must be able to understand the issues related to the decision-making process; and possess the ability to analyze situations fully and accurately and reach productive decisions.
• Client Relationship Management: 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 Computershare processes and tools.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook and PowerPoint)