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Relationship Manager II
Computershare UK. Act as a proficient secondary point of contact for two portfolios of client accounts .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client accounts and corporate trust operations, with a strong focus on risk assessment, documentation review, and fee management. Capable of fostering collaboration within teams while ensuring high standards in administrative tasks and client communications.
Highest-signal resume keywords
Client Account ManagementRisk AssessmentCorporate Financing Documentation ReviewFee ManagementTeam Collaboration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Risk AssessmentDocumentation ReviewFee ManagementClient Correspondence PreparationAccounts Receivable Monitoring
Soft Skills
Autonomous WorkTeam CollaborationPrioritizationDeadline Management
Certifications & Qualifications
Canadian Securities CourseCorporate Trust Program
Industry Keywords
Corporate TrustFinancial IndustryCommercial IndustrySecurities IndustryTrust Institute
About the role
Key responsibilities & impact- Act as a proficient secondary point of contact for two portfolios of client accounts
- Assist Corporate Trust Officers with negotiating new trusteeship and customized agency accounts
- Assess associated risk and recommend acceptability of new business and fees
- Review and evaluate corporate financing and transaction documentation
- Provide backup support for portfolios, including dealing with legal counsel and senior client-company officers
- Attend closings and security-holder meetings when required
- Interpret agreements and establish internal file operations and administrative setups
- Prepare and execute correspondence to clients, legal counsel, and investors
- Determine, bill, and report fees for special and ancillary services
- Monitor and control accounts receivable with the Corporate Trust Officer
- Escalate matters to the Manager and execute assigned special projects
- Ensure administrative matters are completed promptly and to a high standard
- Stand in for Associate Trust Officers when required
- Assist with training and development of Associate Trust Officers
- Foster collaboration and common goals within the pod
Requirements
What you’ll need- University Degree (law, business, commerce, or finance major) is preferred
- 3-5 years of experience in the financial, corporate/commercial, or securities industry at an intermediate or professional level
- Canadian Securities Course or other Securities Industry training would be an asset
- Corporate Trust Program (Trust Institute, ICB) would be an asset
- Ability to work autonomously as well as in a team environment
- Adept at prioritizing and managing conflicting deadlines
Benefits
Comp & perks- Flexible work arrangements
- Paid time off
- Observed holidays
- Vacation pay
- Salary-setting program to purchase company shares
- Company contribution toward share purchases
- Recognition awards
- Team get-togethers
- Support for investing in your future
- Experienced colleagues and career growth opportunities