Relationship Manager in Cleveland, Ohio
Cleveland, Cuyahoga County, Ohio, 44101, USA
Listed on 2026-07-13
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Customer Service/HelpDesk
Client Relationship Manager, Customer Success Mgr./ CSM, HelpDesk/Support
Relationship Manager
We're currently setting up a new office in Cleveland, Ohio and initially, this role will be home-based. When our new office has opened, you'll transition to be based in the 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 Investor Services provides Transfer Agent services to corporate clients and their shareholders. The Relationship Manager will 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.
The Relationship Manager is the primary contact between Computershare Issuer Services and its corporate clients. Your responsibilities include ensuring that clients receive the services they have purchased and that those services are delivered in a manner that meets and exceeds the clients' expectations. You will also 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, you will coordinates cross sells or up sells by introducing clients to additional Computershare products and services.
Other key duties and responsibilities are as follows:
- Build and maintain strong professional relationships with assigned clients, serving as a trusted advisor.
- Act as the primary point of contact for client inquiries, ensuring timely and high-quality service.
- Manage client requests, transactions, special projects, and issue resolution effectively.
- Partner with internal teams to address client needs and drive continuous service improvements.
- Maintain knowledge of company products, services, systems, and relevant industry/regulatory developments.
- Identify and support cross-sell and upsell opportunities in collaboration with Sales and Product teams.
- Lead client business reviews and support strategic planning for key accounts.
- Ensure accurate maintenance of client records, invoicing, funding, revenue tracking, and collections.
- Support contract renewals and coordinate shareholder/stockholder meeting activities with relevant stakeholders.
- Participate in professional development initiatives and perform additional responsibilities as required.
What will you bring to the role?
- Strong understanding of technical, industry, product, and client-related concepts, with the ability to apply this knowledge in a client-facing environment.
- Proven ability to build and maintain effective client relationships while supporting business growth, retention, and service excellence.
- Strong analytical and problem-solving skills, with attention to detail and the ability to resolve issues within established policies and procedures.
- Ability to manage client portfolios, ensuring high levels of satisfaction, service quality, and achievement of business objectives.
- Excellent communication, interpersonal, and stakeholder management skills, with the ability to handle both routine and complex client inquiries professionally.
- Collaborative team player who contributes to client initiatives, process improvements, and cross-functional projects to enhance overall business performance.
- Bachelor's degree with 2+ years of relevant experience or an equivalent combination of education and experience; account management, client services, or project
As an employee of Computershare, you must always:
- Act with integrity
- Act with skill, care, and diligence
- Be open and cooperative with regulators
- Pay due regards to the interests of the customers and treat them fairly
- Observe proper standards of market conduct
- Complete all mandatory, regulatory training and assessments when notified to do so by the company.
Rewards designed for you:
Paid parental leave, flexible working and a caring and inclusive culture
Health and wellbeing rewards that can be tailored to support you and your family, including paid time off, observed holidays, medical, dental and vision plans
Invest in your future with 401k matching, setting aside salary to purchase shares in our company and tax-advantaged flexible spending plans, including healthcare, dependent care and commuter
Income protection. Our package includes short and long-term disability benefits, life insurance and supplemental life insurance
Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow. Our careers hub will help you find out more about our rewards and life at Computershare, visit
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