Directeur, Relation à la Clientèle / Relationship Manager
- Montreal, QC, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Experience
- Minimum 3 to 5 years of relevant experience in Relationship Management or a client-facing role.
- Working hours
- 37.5 hours a week
- Posting language
- English
- Posted
Original job description
Location: Montreal (Quebec), Canada (Hybrid)
In this position, you’ll be based in the Montreal office for a minimum of three days a week, with the flexibility to work from home for some of your working week. Your working hours will be 37.5 hours a week, Monday to Friday with flexible hours typically from 9.00 am to 5.00pm. Find out more about our culture of flexible working at computershare.com/flex.
We give you a world of potential
Computershare Investor Services is the division within Computershare responsible for providing Transfer Agent Services to Corporate clients as well as their shareholders.
The Relationship Manager role operates within this division by managing an assigned book of business. The type of clients assigned are based on the Relationship Manager’s experience. Relationship Managers at “entry” level will have clients with a revenue range of up to USD 750K and more experienced Relationship Managers will have clients with a revenue range of up to USD 2 million.
The Relationship Manager role is expected to work collaboratively across business lines throughout the organization to deliver a diverse product solution to the client.
A role you will love
The Relationship Manager serves as the primary point of contact for clients, ensuring exceptional service delivery and a positive client experience. The role manages key client relationships, coordinates cross-functional support, and works closely with internal teams to address client needs. In partnership with Sales, the Relationship Manager also identifies opportunities to expand client relationships through additional products and services.
Other Key Duties And Responsibilities Are As Follows
- Build and maintain strong client relationships, acting as a trusted advisor and primary point of contact.
- Ensure accurate and timely delivery of client services while responding promptly to inquiries and requests.
- Coordinate with internal teams to resolve issues, manage service delivery, and drive client satisfaction.
- Support shareholder meetings and other key client events.
- Lead periodic business reviews and assist clients with strategic initiatives and special projects.
- Identify opportunities for cross-selling and upselling Computershare products and services.
- Maintain accurate client records and ensure effective account administration.
- Monitor revenue, invoicing, funding, and receivables to minimize financial risk.
- Manage account receivables within the required guidelines.
- Stay informed of industry and regulatory developments and communicate relevant updates to clients.
- Participate in training programs and undertake additional responsibilities as required.
- Strong understanding of client relationship management, products, services, and industry practices.
- Ability to build trusted client relationships and contribute to business growth.
- Strong problem-solving skills, attention to detail, and sound judgment.
- Excellent communication and stakeholder management skills, with the ability to manage sensitive and complex client matters.
- Proven ability to manage a portfolio of clients and deliver a high standard of service.
- Experience working collaboratively across teams to achieve business objectives
Education & Experience
- University or college degree, or an equivalent combination of education and experience.
- Minimum 3 to 5 years of relevant experience in Relationship Management or a client-facing role.
- Experience supporting corporate clients and managing revenue-generating relationships.
- Fluency in both English and French.
- Experience in Account Management or Project Management within a large organization.
- Financial services industry experience is an asset.
Rewards designed for you
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 including paid time off, observed holidays, and vacation pay
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.
About The Team
Since 1978, we’ve been trusted by companies around the globe to manage their shareholder registry, corporate actions and shareholder meetings and we’re now the number one transfer agency in the world. As client needs evolved, so has our portfolio of services; extending our Issuer Services into equity and entity governance services to companies both public and private worldwide. Careers in Issuer Services could mean anything from assisting shareholders with their portfolios, enabling access to global markets or helping clients deliver on their equity and entity compliance requirements everywhere they operate.
More about this job
Responsibilities
Manage a portfolio of corporate clients as their primary contact, ensuring timely service delivery, resolving issues with internal teams, and supporting shareholder meetings and other client initiatives. Build trusted relationships, identify cross-selling and upselling opportunities, maintain account records, and monitor revenue, invoicing, funding, and receivables.
Requirements
Requires a university or college degree, or an equivalent combination of education and experience, and at least 3 to 5 years of relevant relationship management or client-facing experience. Candidates should have experience managing corporate client relationships and portfolios, strong communication and problem-solving skills, and fluency in English and French; financial services experience is an asset.
Skills
- Account Management
- Client Service Delivery
- Cross-Functional Collaboration
- Stakeholder Management
- Problem-Solving
- Communication
- Portfolio Management
- Revenue Growth
- Cross-Selling
- Upselling
- Financial Risk Monitoring
- Business Reviews
- Project Management
- English And French Fluency
Benefits
- Flexible Work
- Health And Wellbeing Rewards
- Paid Time Off
- Observed Holidays
- Vacation Pay
- Employee Share Purchase Plan
- Company Share Contribution
- Recognition Awards
- Team Events
Visa sponsorship
Not detected in the job text
Categories
- Customer Service & Support
- Management & Leadership
- Finance & Accounting
- Sales
Keywords
- Computershare Investor Services
- Transfer Agent Services
- Issuer Services
- Financial Services
- Corporate Clients
- Shareholder Registry
- Corporate Actions
- Shareholder Meetings
- Relationship Management
- Account Management
- Client Portfolio
- Client Service Delivery
- Cross-Functional Collaboration
- Stakeholder Management
- Business Reviews
- Strategic Initiatives
- Special Projects
- Cross-Selling
- Upselling
- Revenue Monitoring
- Invoicing
- Funding
- Accounts Receivable
- Financial Risk
- Regulatory Developments
- Equity Governance
- Entity Governance
- English
- French