Relationship Manager

Responsibilities

• Manage a portfolio of clients (based on experience level) and act as the primary point of contact, ensuring high-quality service delivery and client satisfaction.
• Ensure that clients receive the services they have purchased and that those services are delivered in a manner that meets and exceeds the clients’ expectations.
• Coordinate 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, coordinate cross sells or up sells by introducing clients to additional Computershare products and services.
• Build strong, professional relationships with assigned clients.
• Act as a trusted advisor and primary point of contact for clients.
• Support client requests, special projects, issue resolution, and transaction management.
• Ensure accurate and timely execution of client service requests.
• Respond promptly to client inquiries and maintain high service standards.
• Maintain knowledge of company products, services, and systems; communicate updates to clients.
• Resolve client issues and coordinate with internal teams for timely closure.
• Stay updated on industry and regulatory changes and advise clients accordingly.
• Identify cross-sell and upsell opportunities in partnership with Sales and Product teams.
• Maintain accurate client data and records in internal systems.
• Lead client business reviews and support strategic planning for key accounts.
• Manage invoicing, funding, and financial accuracy to minimize risk exposure.
• Serve as the main contact for shareholder/stockholder meetings and related activities.
• Support contract renewals in coordination with Finance, Legal, and Sales.
• Monitor revenue vs. forecast and ensure timely collections.
• Facilitate communication between clients and internal teams to drive service improvements.
• Participate in training sessions and ongoing professional development.
• Perform additional responsibilities as required.

• Broad understanding of technical, industry, product, and client areas, developed through training and experience. Prior client-facing experience preferred.
• Good understanding of team dynamics and how collective efforts drive business outcomes. Strong knowledge of products and services to support client growth and relationship development.
• Ability to manage and strengthen client relationships without direct people management. Contributes to client initiatives and continuous improvement projects.
• Strong attention to detail and analytical skills. Resolves issues by applying business, technical, and product knowledge within established policies and procedures.
• Excellent communication skills to handle a range of client queries from basic to complex. Demonstrates professionalism, tact, and diplomacy, and collaborates effectively across teams.
• Bachelor’s degree with 2+ years of relevant experience, or an equivalent combination. Preferred: experience in account or project management.