Relationship Manager

Location
Cleveland, Ohio (Home based)

Work Arrangement
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.

Job Title
Assistant Vice President/Relationship Manager

Job Description
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.

Key Responsibilities

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

Qualifications

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.

Professional Conduct

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.

Benefits and Rewards

Paid parental leave, flexible working, and inclusive culture

Health and wellbeing rewards can be tailored to support you and your family

401(k) matching and flexible spending plans, including health, dependent care, and commuter benefits

Income protection with short and long‑term disability benefits, life insurance, and supplemental life insurance

EEO Statement
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.

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