Associate Relationship Manager
- Calgary, AB, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
Location: Calgary, Canada Hybrid
In this position, you’ll be based in our Calgary office for a minimum of three days a week, with the flexibility to work from home for some of your working week. Find out more about our flexible work culture at computershare.com/flex .
We give you a world of potential
We are looking for an Associate Relationship Manager (ARM) to join our team. You will be responsible for providing day to day administrative support to the Relationship Managers (RM) by assisting with client requests. Responsibilities could include but are not limited to communicating with corporate clients and their counsel in connection with shareholder mailings, shareholder meetings, dividends, treasuries, capital reconciliations, billing, audit confirmations and monthly reporting.
A role you will love
A successful Associate Relationship Manager is an individual who can manage multiple requests/tasks coming at them all at once, someone who can take direction as well as take initiative and someone who enjoys client interaction.
Lastly, an Associate Relationship Manager is extremely organized, is proactive in every manner and has curiosity to go learn about all things in relation to the transfer agency world! If you are a new graduate or someone who is looking for their first career role, this may be the role for you!
Other Duties Will Include
- 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
- 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.
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.
And more. Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow. Our careers hub will help you find out more about our rewards and life at Computershare, visit computershare.com/careershub.
About Us
A company to be proud of
We're a global leader in financial administration with over 11,000 employees across more than 22 different countries. At Computershare, it’s more than just a job, our open and inclusive culture means that we will help you to grow, to move forward and make the most of our world of opportunities.
Fairness and culture
We want to provide you with the opportunity to succeed on your own merits, starting from the application process and continuing throughout your career with us. Our goal is to create an environment where everyone feels valued, to remove barriers and obstacles and ensure equal opportunities for all. For support with accommodations or adjustments during our recruitment process please visit computershare.com/access for further information.
More about this job
Responsibilities
Provide day-to-day administrative and client service support to Relationship Managers, handling client requests related to shareholder meetings, share issuances, reporting, dividends, billing, and account transactions. Coordinate shareholder meeting activities, review submitted documents, resolve escalated issues with clients and internal teams, maintain client relationships, and prepare and reconcile reports.
Requirements
Applicants should have two years of administrative experience, preferably in the legal, financial, or securities industry, client-facing experience, and a post-secondary diploma or degree. They should have intermediate Microsoft Office skills, strong organization and mathematical abilities, attention to detail, effective written and verbal English communication, and the ability to prioritize and manage multiple deadlines.
Skills
- Administrative Support
- Client Service
- Shareholder Meeting Coordination
- Document Review
- Account Management
- Report Creation And Reconciliation
- Microsoft Office
- Multitasking
- Prioritization
- Attention To Detail
- Mathematical Skills
- Organization
- Written Communication
- Verbal Communication
- Problem Solving
Benefits
- Flexible Work
- Health And Wellbeing Rewards
- Company Contributions To Share Purchases
- Recognition Awards
- Team Gatherings
Visa sponsorship
Not detected in the job text
Categories
- Customer Service & Support
- Administrative
- Finance & Accounting
- Management & Leadership
Keywords
- Relationship Management
- Client Services
- Transfer Agency
- Shareholder Meetings
- Proxy Activities
- Shareholder Mailings
- Share Issuances
- Dividends
- Treasury
- Capital Reconciliations
- Billing
- Audit Confirmations
- Monthly Reporting
- Client Accounts
- Reinvestments
- Withdrawals
- Transfers
- Sales
- Estates
- Document Compliance
- Microsoft Office
- Report Reconciliation
- Financial Services
- Securities
- Scrutineer