Over-all responsibility for the relationship between Computershare and the client in relation to Stock Transfer services.
Profitable maintenance of designated accounts and for the up-sell of Transfer Agent related products and services, and cross-sell of other CPU lines of business.
Achievement of annual sales and referral targets, utilizing the required sales methodology.
Preparation/Coordinating for Closings, Corporate Actions, disbursements and security holder mailings and meetings along with all other client activities that involve their security holders.
Striving for and achieving 100% client retention, increasing profitability per client, the continual nurturing and growth of the client.
Managing of account receivables within required guidelines.
Co-ordination with other departments in connection with client requirements, including billing.
Effective and consistent use of specific programs and applications, in accordance with required guidelines.
Promoting and assisting clients with new products and services.
Requirements
Bilingual (English and French) written and verbal.
Minimum of 2 years’ experience in the Securities Industry (banking, brokerage, finance).
University degree is preferred.
Good working knowledge of Microsoft Office, including Word, Excel and Outlook.
Comfortable learning new computer systems.
Ability to multi-task.
Ability to prioritize when encountering conflicting duties.