Account Manager

• 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

Associate Relationship Manager

Account Manager – Automated Accounts

Retail Key Account Manager

Account Manager

Account Manager, Direct Sales