Assistant Vice President, Relationship Manager

Computershare Ltd

Cleveland, OH

JOB DETAILS
SKILLS
Analysis Skills, Billing, Communication Skills, Continuous Improvement, Contract Management, Corporate Tax, Cross-Selling, Customer Relations, Customer Relationship Management (CRM), Customer Satisfaction, Customer Support/Service, Customer/Client Research, Data Quality, Detail Oriented, Develop and Maintain Customers, Finance, Financial Administration, Financial Analysis, Funding, Healthcare, Investment Services, Leadership, Legal Support Skills, Partner Sales, People Management, Policy Development, Problem Solving Skills, Procedure Development, Process Improvement, Project/Program Management, Regulations, Relationship Management, Resolve Customer Issues, Revenue Forecasting, Risk Management, Sales, Sales Management, Service Delivery, Strategic Planning, Time Management, Transaction Processing/Management, Up-Selling, Work From Home
LOCATION
Cleveland, OH
POSTED
6 days ago

Assistant Vice President/Relationship Manager

Location: Cleveland,Ohio (Home based)

We''re currently setting up a new office in Cleveland, Ohio and initially, this role will be home-based. When our new office has opened, you''ll transition to be based in the 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

Computershare Investor Services provides Transfer Agent services to corporate clients and their shareholders. The Relationship Manager will manage a portfolio of clients (based on experience level) and act as the primary point of contact, ensuring high-quality service delivery and client satisfaction.

A role you will love

The Assistant Vice President/Relationship Manager is the primary contact between Computershare Issuer Services and its corporate clients. Basic Assistant Vice President/Relationship Manager responsibilities include ensuring that clients receive the services they have purchased and that those services are delivered in a manner that meets and exceeds the clients' expectations.

The Assistant Vice President/Relationship Manager also coordinates all major client activities and services by engaging with the client, with Computershare operational units and the entire organization as needed. In collaboration with the Sales team, the Assistant Vice President/Relationship Manager coordinates cross sells or up sells by introducing clients to additional Computershare products and services.

Other key duties and responsibilities are as follows:

  • Build strong, professional relationships with assigned clients (portfolio based on experience)
  • Act as a trusted advisor and primary point of contact for clients
  • Support client requests, special projects, issue resolution, and transaction management
  • Ensure accurate and timely execution of client service requests
  • Respond promptly to client inquiries and maintain high service standards
  • Maintain knowledge of company products, services, and systems; communicate updates to clients
  • Resolve client issues and coordinate with internal teams for timely closure
  • Stay updated on industry and regulatory changes and advise clients accordingly
  • Identify cross-sell and upsell opportunities in partnership with Sales and Product teams
  • Maintain accurate client data and records in internal systems
  • Lead client business reviews and support strategic planning for key accounts
  • Manage invoicing, funding, and financial accuracy to minimize risk exposure
  • Serve as the main contact for shareholder/stockholder meetings and related activities
  • Support contract renewals in coordination with Finance, Legal, and Sales
  • Monitor revenue vs. forecast and ensure timely collections
  • Facilitate communication between clients and internal teams to drive service improvements
  • Participate in training sessions and ongoing professional development
  • Perform additional responsibilities as required

What will you bring to the role?

  • Functional Knowledge

Broad understanding of technical, industry, product, and client areas, developed through training and experience. Prior client-facing experience preferred.

  • Business Experience

Good understanding of team dynamics and how collective efforts drive business outcomes. Strong knowledge of products and services to support client growth and relationship development.

  • Leadership Skills

Ability to manage and strengthen client relationships without direct people management. Contributes to client initiatives and continuous improvement projects.

  • Problem Solving

Strong attention to detail and analytical skills. Resolves issues by applying business, technical, and product knowledge within established policies and procedures.

  • Impact

Directly influences day-to-day client relationships and service quality. Manages a client portfolio (up to approximately $2M revenue), ensuring satisfaction, retention, and growth.

  • Interpersonal Skills

Excellent communication skills to handle a range of client queries from basic to complex. Demonstrates professionalism, tact, and diplomacy, and collaborates effectively across teams.

  • Education and Experience

Bachelor's degree with 2+ years of relevant experience, or an equivalent combination.

Preferred: experience in account or project management.

As an employee of Computershare, you must always:

  • Act with integrity
  • Act with skill, care, and diligence
  • Be open and cooperative with regulators
  • Pay due regards to the interests of the customers and treat them fairly
  • Observe proper standards of market conduct
  • Complete all mandatory, regulatory training and assessments when notified to do so by the company.

Rewards designed for you

Paid parental leave, flexible working and a caring and inclusive culture

Health and wellbeing rewards that can be tailored to support you and your family, including paid time off, observed holidays, medical, dental and vision plans

Invest in your future with 401k matching, setting aside salary to purchase shares in our company and tax-advantaged flexible spending plans, including healthcare, dependent care and commuter

Income protection. Our package includes short and long-term disability benefits, life insurance and supplemental life insurance

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

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act, and all other applicable laws.

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''re dedicated to providing 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 Company

C

Computershare Ltd

Computershare (ASX: CPU) is the world's largest stock transfer agent that has pioneered many of the securities industry's innovations to help companies build and maintain strong relationships with their investors, employees and customers. For more than 35 years, we have grown rapidly in markets around the world to meet the evolving needs of our 16,000 clients.

Today, we offer a comprehensive range of professional services including stock transfer, employee equity plans, investor relations, corporate governance and other business solutions.


AT COMPUTERSHARE, IT'S MORE THAN A JOB

At Computershare, we don't just offer jobs, we offer careers. From a learning and development program that gives team members the chance to learn from the industry's best, to a casual working environment, a total benefits package and tuition reimbursement, we know that looking after our people ensures success for them, for us and for our clients.





TOP 5 REASONS TO WORK HERE
Employees shared their top reasons for you to consider joining our team.

#1 Be Part of a Dynamic Team
It’s the Computershare way to work hard and have fun with our teammates.

#2 Be A Change Agent for Good
We're proud of the ways that we save energy, reduce waste and encourage each other to give to those in need where they need it most through our sustainability and community support programs.

#3 Be Well Taken Care Of
We have great options for affordable medical benefits with wellness credits that promote a healthy lifestyle and earn you discounts, plus tuition reimbursement to promote ongoing education.

#4 Be A Driving Force
New thinking and great ideas are vital to our culture of growth. You have the support to be a driving force for change.

#5 Be Career Minded
There are lots of ways to build a career here. Just raise your hand and ask.

So, if you’re ready to roll up your sleeves with our 15,000 employees, we look forward to having you.
Visit us at www.computershare.com/mycareer. Your career is waiting.
COMPANY SIZE
10,000 employees or more
INDUSTRY
Financial Services
FOUNDED
1978
WEBSITE
http://www.computershare.com