Associate Relationship Manager
Computershare UK
full-time
Posted on:
Location Type: Hybrid
Location: Calgary • Canada
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About the role
- Work independently, and in partnership with the Relationship Manager to ensure accurate and responsive delivery of client services to related to shareholder meetings, share issuances, reporting and shareholders.
- Work closely with clients, and internal resources on intervention and escalated items to ensure prompt resolution.
- Perform support activities for shareholder meetings from coordination of proxy activities, including ordering lists, labels and journals, to attending shareholder meetings as scrutineer/co-scrutineer.
- Review documents submitted by shareholders, participants and Financial Institutions to ensure they are compliant and complete.
- Assist issuers with special projects, expediting transfers, troubleshooting, problem solving and servicing of all issuer’s shareholder’s accounts.
- Manage and maintain client accounts, including receiving paperwork for reinvestments, withdrawals, transfers, sales and estates and routing processing to appropriate areas.
- Maintain relationships with key personnel of clients ensuring satisfaction and retention.
- Create and reconcile reports on regular and ad-hoc basis.
- Provide support as needed within the Client Services team
Requirements
- 2 years administrative experience (Legal, Financial or Securities industry preferred).
- Client-facing experience with businesses, executives and/or legal counsel.
- Post-secondary diploma or degree.
- Intermediate working knowledge of MS Office suite.
- Ability to multi-task to complete tasks within deadlines.
- Ability to prioritize when encountering conflicting duties.
- Accuracy and attention to detail.
- Strong mathematical and organizational skills.
- Excellent written and verbal English skills
Benefits
- Flexible work to help you find the best balance between work and lifestyle
- Health and wellbeing rewards that can be tailored to support you and your family
- Invest in our business by setting aside salary to purchase shares in our company, and you’ll receive a company contribution as well
- Extra rewards ranging from recognition awards and team get togethers to helping you invest in your future
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
administrative experiencecompliance reviewreport reconciliationproxy activities coordinationproblem solvingaccount managementmathematical skillsattention to detail
Soft Skills
client-facing experiencemulti-taskingprioritizationorganizational skillscommunication skills
Certifications
post-secondary diplomadegree