Associate Relationship Manager - Emerging Issuer Solutions

at  Computershare

LOCATION- VANCOUVER, BC (HYBRID)

This is a hybrid position primarily based in Vancouver, BC. We’re committed to your flexibility and wellbeing and our hybrid strategy currently requires three days a week in the office, giving you the option to work remotely for some of your working week. Find out more about our culture of flexible working .

WE GIVE YOU A WORLD OF POTENTIAL

The Associate Relationship Manager (ARM) is responsible for providing day to day administrative support to the Relationship Managers (RM) by assisting with client requests. Responsibilities could include but are not limited to communicating with corporate clients and their counsel in connection with shareholder mailings, shareholder meetings, dividends, treasuries, capital reconciliations, billing, audit confirmations and monthly reporting. A successful ARM is an individual who can manage multiple requests/tasks coming at them all at once, someone who can take direction as well as take initiative and someone who enjoys client interaction.
Lastly, an ARM is extremely organized, is proactive in every manner and has curiosity to go learn about all things in relation to the transfer agency world! If you are a new graduate or someone who is looking for their first career role, this may be the role for you!

K ey accountabilities:

• Striv e for and achieving 100% client retention and increasing profitability per client
• Promot e and assist clients with new products and services
• Resolve Client issues by working with other CPU departments
• Resolve Client and Shareholder inquiries
• Work interdependently or with Managers, SARMs and RMs, to ensure proper follow-through of company requests
• Prepare for and a ttend shareholder meetings
• Assist in collecting outstanding invoices and aims to achieve corporate-wide Account Receivables standard
• Support clients with special projects, expediting transfers, problem solving and servicing of shareholder accounts
• Be effective and consistent with the use of specific programs and applications in accordance with required guidelines
• Develop a high level understanding of clients’ receivables status for delivery of services
• Ensure that all billing for applicable services is accurately submitted within required timelines
• Provide timely and accurate support of client activities and projects
• Maintain current, accurate client information in relevant systems and formats
• Understand and act in accordance with relevant operational procedures and policiesIdentify and work with management team to resolve any known issues, potential risks, control gaps and client issues to strengthen the business

A ROLE YOU WILL LOVE

Supporting Relationship Managers (RMs) by assisting with client requests and/or administration either directly or as instructed by the Manager.

K ey accountabilities:

• Striv e for and achieving 100% client retention and increasing profitability per client
• Promot e and assist clients with new products and services
• Resolve Client issues by working with other CPU departments
• Resolve Client and Shareholder inquiries
• Work interdependently or with Managers, SARMs and RMs, to ensure proper follow-through of company requests
• Prepare for and a ttend shareholder meetings
• Assist in collecting outstanding invoices and aims to achieve corporate-wide Account Receivables standard
• Support clients with special projects, expediting transfers, problem solving and servicing of shareholder accounts
• Be effective and consistent with the use of specific programs and applications in accordance with required guidelines
• Develop a high level understanding of clients’ receivables status for delivery of services
• Ensure that all billing for applicable services is accurately submitted within required timelines
• Provide timely and accurate support of client activities and projects
• Maintain current, accurate client information in relevant systems and formats

• Understand and act in accordance with relevant operational procedures and policiesIdentify and work with management team to resolve any known issues, potential risks, control gaps and client issues to strengthen the business.

WHAT WILL YOU BRING TO THE ROLE?

• Post-secondary education (diploma or degree) or equivalent experience is required
• Strong written and verbal communication skills
• Working knowledge of Microsoft OfficeExperience within a team role, with a strong commitment to providing superior service to clientele