Senior Associate Relationship Manager

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 .

SOME OF YOUR KEY RESPONSIBILITIES WILL INCLUDE:

• Supporting Relationship Managers (RMs) by assisting with client requests and/or administration either directly or as instructed by the Manager As an SARM, you will be responsible for an assigned client base of Capital Pool Companies (CPCs) and Startup Private Companies (SPCs).
• Profitable maintenance of designated (CPC and SPC) accounts for the up-sell of EIS related products and services, and cross-sell of other CPU lines of business
• Striving for and achieving 100% client retention and increasing profitability per client
• Promoting and assisting clients with new products and services
• Resolves client issues by working with other CPU departments
• Resolves Client and Shareholder inquiries
• Works either interdependently or with Managers, RMs, and ARMs, to ensure proper follow-through of company requests
• Attend shareholder meetings
• Assists in collecting outstanding invoices and aims to achieve corporate-wide Account Receivables standard
• Assists clients with special projects, expediting transfers, problem solving and servicing of shareholder accounts
• Delegate and co-ordinate tasks to the ARMs (as required)
• Effective and consistent use of specific programs and applications in accordance with required guidelines
• Assists Manager in ongoing training and education of ARMs

WHAT WILL YOU BRING TO THE ROLE?

• Post-secondary degree or equivalent experience is required
• Strong written and verbal communication skills
• Strong working knowledge of Microsoft Office is mandatory
• Industry knowledge would be an asset
• 2-3 years’ experience in the finance industry, preferably with some exposure to security and administration and client services
• Experience within a team role, with a strong commitment to providing superior service to clientele