Strategic Account Executive – Managed Service Providers, Public Sector
Workiva
Relationship Manager
Computershare UK
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Hybrid position primarily based in Minneapolis MN office; requires three days a week in the office. Primary contact between Computershare Shareholder Services and investor services clients; ensure services delivered meet/exceed client expectations. Coordinate major client activities and services, interface with team, clients, operational units, and sales to cross-sell/up-sell. Establish professional and trusting relationships with clients. Ensure 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 to mitigate financial exposure. Act as central point of contact/control for client annual meetings; attend client annual meetings. Resolve client issues, document service incidents, follow up with internal business units and share results with management. Assist clients with special projects, expediting transactions, troubleshooting, problem solving, and servicing of shareholder and participant accounts. Inform clients of changes in industry and regulatory environments that impact them. Serve as conduit to internal business units to ensure client feedback is communicated and opportunities to improve performance are 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 by performing and assisting with reconcilement activities; maintain functional knowledge of Computershare’s processes, systems, products and services. Ensure collection of receivables in accordance with Computershare’s guidelines. Identify opportunities and coordinate with sales, marketing and product associates to deliver additional products and services. Coordinate with Finance, Legal and Sales associates where appropriate to determine contract renewal components. Attend applicable webinar, product training, and technical training.
Requirements
- Minimum of 3 years professional work experience, preferably in client services Bachelor’s Degree in a relevant field (for example business, communications, finance, etc) Previous experience in an account or project management role Experience working directly with executive level professionals Experience in the financial services sector 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 have a positive experience at every touch point Business Acumen - Must possess the knowledge, insight, and understanding of business concepts, tools, and processes that are needed for making sound decisions and apply this knowledge appropriately to diverse situations Decision Making and Critical Thinking Skills Ability to travel for a small portion of the role (approximately 10%)
