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Associate Relationship Manager
Computershare UK. Provide day-to-day administrative support to Relationship Managers by assisting with client requests .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong administrative support capabilities with a focus on client relationship management, compliance, and accurate reporting. Proficient in managing client accounts and facilitating shareholder meetings while ensuring high levels of client satisfaction.
Highest-signal resume keywords
Client-Facing ExperienceAdministrative ExperienceMS Office Suite ProficiencyAttention to DetailOrganizational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client Account ManagementReport Creation and ReconciliationShareholder Meeting CoordinationCompliance ReviewMathematical Skills
Soft Skills
Communication SkillsMulti-Tasking AbilityProblem SolvingPrioritization Skills
Certifications & Qualifications
Post-Secondary Diploma or Degree
Industry Keywords
Legal IndustryFinancial IndustrySecurities IndustryShareholder ServicesCorporate Clients
About the role
Key responsibilities & impact- Provide day-to-day administrative support to Relationship Managers by assisting with client requests
- Communicate with corporate clients and their counsel regarding shareholder mailings, shareholder meetings, dividends, treasuries, capital reconciliations, billing, audit confirmations and monthly reporting
- Work independently and with Relationship Managers to deliver accurate and responsive client services related to shareholder meetings, share issuances, reporting and shareholders
- Collaborate with clients and internal resources on intervention and escalated items to ensure prompt resolution
- Support shareholder meetings, including coordinating proxy activities, ordering lists, labels and journals, and attending meetings as scrutineer/co-scrutineer
- Review shareholder, participant and Financial Institution documents for compliance and completeness
- Assist issuers with special projects, expedited transfers, troubleshooting, problem solving and servicing shareholder accounts
- Manage and maintain client accounts, including paperwork for reinvestments, withdrawals, transfers, sales and estates
- Maintain relationships with key client personnel to ensure satisfaction and retention
- Create and reconcile regular and ad-hoc reports
- Provide support within the Client Services team as needed
Requirements
What you’ll need- 2 years administrative experience (Legal, Financial or Securities industry preferred)
- Client-facing experience with businesses, executives and/or legal counsel
- Post-secondary diploma or degree
- Intermediate working knowledge of MS Office suite
- Ability to multi-task to complete tasks within deadlines
- Ability to prioritize when encountering conflicting duties
- Accuracy and attention to detail
- Strong mathematical and organizational skills
- Excellent written and verbal English skills
Benefits
Comp & perks- 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
- Salary sacrifice to purchase company shares, with a company contribution
- Recognition awards
- Team get togethers
- Support to help you invest in your future
- Welcoming and close-knit community
- Experienced colleagues ready to help you grow
- Flexible work arrangement allowing work from home for part of the week