Relationship Manager

Computershare · Montréal

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.

What will you bring to the role?

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

Required

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.

Preferred

Experience in Account Management or Project Management within a large organization.
Financial services industry experience is an asset.

Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow. At Computershare, you’ll find new friendships, a strong sense of belonging and an inclusive culture that appreciates and recognises individual contributions.

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.

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.

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