Account Manager

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.

Relationship Manager

Business Banking Relationship Manager

Personal Lines Account Manager

Client Relations Manager

Client Relations Manager

Senior Account Manager