Hybrid Responsable relationnel associé / Associate Relationship Manager

Posted 2 months ago

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About the role

  • Over-all responsibility for the relationship between Computershare and the client in relation to Stock Transfer services.
  • Profitable maintenance of designated accounts and for the up-sell of Transfer Agent related products and services, and cross-sell of other CPU lines of business.
  • Achievement of annual sales and referral targets, utilizing the required sales methodology.
  • Preparation/Coordinating for Closings, Corporate Actions, disbursements and security holder mailings and meetings along with all other client activities that involve their security holders.
  • Striving for and achieving 100% client retention, increasing profitability per client, the continual nurturing and growth of the client.
  • Managing of account receivables within required guidelines.
  • Co-ordination with other departments in connection with client requirements, including billing.
  • Effective and consistent use of specific programs and applications, in accordance with required guidelines.
  • Promoting and assisting clients with new products and services.

Requirements

  • Bilingual (English and French) written and verbal.
  • Minimum of 2 years’ experience in the Securities Industry (banking, brokerage, finance).
  • University degree is preferred.
  • Good working knowledge of Microsoft Office, including Word, Excel and Outlook.
  • Comfortable learning new computer systems.
  • Ability to multi-task.
  • Ability to prioritize when encountering conflicting duties.
  • Accuracy and attention to detail.
  • Strong mathematical skills.
  • Strong organizational skills.

Benefits

  • Our community is welcoming and close-knit, with experienced colleagues ready to help you grow.
  • 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.
  • 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.

Job title

Responsable relationnel associé / Associate Relationship Manager

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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