Computershare

Relationship Manager III

Computershare$96K — $108K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Minimum of 9 years in financial services, trust services, or account management.
  • Strong analytical skills with high attention to detail.
  • Experience reading and negotiating complex legal documents.
  • Ability to work independently and exercise sound judgment.
  • Customer-oriented with a focus on balancing diverse needs.
  • Strong problem-solving skills with an ability to escalate when necessary.
  • Team-oriented with a collaborative mindset.

Responsibilities

  • Provide support for new and existing accounts.
  • Ensure customer satisfaction through tailored relationship plans.
  • Increase account profitability by cross-selling products and services.
  • Conduct contractual document review and negotiate amendments.
  • Act as a subject matter expert for value creation projects.

Benefits

  • Flexible work arrangements to balance work and lifestyle.
  • Health and wellbeing rewards including paid time off and vacation pay.
  • Option to invest in company shares with company contributions.
  • Recognition awards and team gatherings to foster community.
  • Support from experienced colleagues for professional growth.
Full Job Description
Job Description

Location: Toronto, CA (Hybrid)

In this position, you'll be based in the Toronto (Bay Street) 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 Monday to Friday8:30am-5:00pm. Find out more about our culture of flexible working at computershare.com/flex.

The Relationship Manager III role is the most senior level position focused on developing and maintaining strong client relationships for the key, most complex, most profitable and/or largest clients. The role holder will be the primary point of contact for clients, providing proactive communication and consultation, and coordination of internal partners for the effective delivery of Corporate Trust products and services. The role-holder partners with sales representatives to increase account profit through cross-selling products and services with existing clients.

The Relationship Manager III role operates at the national and local level and must meet and adhere to strict and contractual obligations and timelines. This also includes delivering these obligations with quality and accuracy standards.

The role holder acts as a lead to junior level relationship/account managers and participates as an expert on various business initiatives.

Additionally, the role holder works with various business partners to resolve the most complex account issues. The role will collaborate with internal and external team members to find appropriate solutions, then recommend and implement service enhancements, developments, or solutions to meet and exceed customer needs beyond our standard service offerings.

A role you will love

As our Relationship Manager III, you will develop and maintain strong customer relationships for key, complex, profitable and/or largest clients. You will be the primary point of contact for clients and provide proactive communication and consultation. You will partner with internal stakeholders to deliver effective Corporate Trust products and services to your client(s).

Some of your key responsibilities will include:
  • Providing support for new and existing accounts
  • Ensuring customer satisfaction through designing and implementing a relationship plan that meets customer needs
  • Increase account profit through cross-selling products and services to existing clients
  • Perform contractual document review, negotiation, and subsequent amendments and supplements
  • Acting as subject matter expert for value creation projects.


What will you bring to the role?

We are a global business with an entrepreneurial spirit, and we are proud of that. What comes with this is a fast-paced environment and lots of change so you will be resilient in nature and able to adapt quickly and embrace the pace of change we often work at.

As an expert in customer service and sales with a focus on client success, you will be the guiding hand as we deliver solutions to our Corporate Trust accounts.

Other key skills required for the role include:
  • Minimum of 9 years of financial services, trust services or account management required;
  • trong analytical skills with high attention to detail and accuracy;
  • Experience reading and interpreting complex legal documents and independently negotiating with clients and external legal counsel;
  • Ability to work independently, proactively, innovatively, and creatively, while exercising sound judgment;
  • Customer oriented and ability to balance needs of clients, holders and/or team members;
  • Problem solving skills, ability to recognize an issue or problem and determine when to escalate;
  • Proactively support the management of risk, in line with risk policy; and
  • Team oriented, ability to work with colleagues, provide assistance and support.


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

Compensation. The typical base pay range for this role is $96,000-$108,000.

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.

AI statement

Computershare will use data analytics and artificial intelligence systems to help recruiters analyse and assess candidate and application information. These systems make our application and review process more efficient and assist our team in identifying candidates based on professional qualifications, skills and experience commensurate with the role applied for. All outputs from the systems are evaluated by our recruiters and are not the sole source of whether to consider a candidate for employment

About the Team

We're a market leader with decades of experience as a provider of trustee and sophisticated agency services for private and public companies, investment bankers, asset managers, and governments and institutions. Our organisation offers a broad range of services with a best-in-class reputation built on our high-touch approach to client service. We're looking for people to join us and be a part of our exciting future as one of the top corporate trust firms in North America.

About Computershare

Computershare Limited is an Australian stock transfer company that provides corporate trust, stock transfer and employee share plan services in a number of different countries. The company currently has offices in 20 countries, including Australia, the United Kingdom, Ireland, the United States, Canada, the Channel Islands, South Africa, Hong Kong, New Zealand, Germany, and Denmark.
Learn more about Computershare
Size
12,009 employees
Industry
NASDAQ

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