Associate Relationship Manager
Computershare UK
full-time
Posted on:
Location Type: Hybrid
Location: Calgary • 🇨🇦 Canada
Visit company websiteJob Level
JuniorMid-Level
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
administrative experiencecompliance reviewreport reconciliationproblem solvingclient account managementproxy activities coordinationshareholder meeting supportmathematical skillsattention to detail
Soft skills
client-facing experiencemulti-taskingprioritizationorganizational skillscommunication skillsrelationship managementaccuracyresponsivenessindependence
Certifications
post-secondary diplomadegree