Responsable relationnel associé / Associate Relationship Manager
Computershare UK
full-time
Posted on:
Location: 🇨🇦 Canada
Visit company websiteJob Level
JuniorMid-Level
About the role
- 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.
- Accuracy and attention to detail.
- Strong mathematical skills.
- Strong organizational skills.