Relationship Manager

Job Description

Location:

Canton, Massachusetts, United States (Hybrid). In this position, you’ll be based in the Canton, MA 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 has an exciting opportunity for a permanent full‑time Client Relationship Manager to join our Computershare Issuer Services team for Alternative Investments.

• We work in a fun and collaborative team environment.
• We offer continuous learning and education opportunities and put emphasis on continued improvement and career growth.
• Enjoy free parking in our Canton or Edison office.
• We offer a competitive total compensation package, with further details found below.

As the Client Relationship Manager, you will be the primary contact between Computershare Shareholder Services and its investor services clients. 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 upsells by introducing clients to additional Computershare products and services.

• Establish a professional and trusting relationship with clients.
• Ensure that clients’ service orders are accurately communicated and executed.
• Respond timely to client inquiries.
• Monitor and manage client dividend declarations in conjunction with internal operational areas.
• Ensure timely funding of services (i.e. dividends) to mitigate financial exposure.
• Act as the central point of contact/control for client annual meetings.
• Attend client annual meetings.
• Resolve client issues and document service incidents, follow up with internal business units to secure responses and share results with the Manager, Client and Senior Management.
• Assist clients with special projects, expediting transactions, troubleshooting, problem solving, and servicing of all clients’ shareholder and participant accounts.
• Ensure that clients are informed of changes in industry and regulatory environments and the direct impact on them.
• Serve 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.
• Monitor revenue relative to forecast and make required adjustments.
• Work with other Relationship Managers to ensure proper follow‑through on clients’ requests.
• Ensure accurate records (i.e. Authorized Capital, Treasury balance) by performing and assisting with reconcilement activities.
• Maintain functional knowledge of Computershare’s processes, systems, products and services and communicate enhancements and modifications to clients.
• Ensure collection of receivables in accordance with Computershare’s guidelines.
• Identify opportunities and, where possible, coordinate with sales, marketing and product associates in the delivery of additional products and services.
• Coordinate with Manager, Finance, Legal and Sales associates where appropriate to determine the components of contract renewals.
• Attend applicable webinar, product training, and technical training.
• 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…