Account Manager

Posted Yesterday
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Edison, NJ, USA
Hybrid
62K-65K Annually
Entry level
Financial Services
The Role
Manage client relationships and serve as the primary contact for ongoing plan administration and operational needs. Monitor client requests, service levels, quality, and satisfaction; resolve issues and escalate risks. Act as a subject matter expert on clients, plans, products, processes, and systems. Lead client meetings, coordinate service delivery, identify operational efficiencies, support system configuration, and partner with relationship management on strategic and commercial initiatives.
Summary Generated by Built In

Location: Edison, New Jersey – Hybrid

In this position, you’ll be based in our New Jersey office for a minimum of three days a week, with the flexibility to work from home for some of your working week. Find out more about our culture of flexible working.

We give you a world of potential 

We are so excited to be advertising for an Account Manager to join our brilliantly talented Plan Managers, Operations team on a permanent basis.  

Are you looking for that next big move or maybe you feel a little stagnated in your current role or perhaps you want to work for an organization that offers you flexibility, creativity, and variety? Are you passionate about building relationships and delivering successful outcomes?  Whatever it may be, this role could just be what you are looking for!  

Would you strive in an exciting account management environment whilst playing a vital role in the operating structure for our Computershare Plan Managers business? The successful candidate will be responsible for effectively maintaining key relationships across a client portfolio whilst also helping to shape and deliver the future account management operational structure and becoming a driving force behind the operational delivery via Computershare’s internal systems.

A role you will love 

In this role you will be responsible for effectively building and maintaining key relationships across a client portfolio and to lead and take operational ownership of client relationships, working with our stakeholders to build on these relationships and enhance the reputation of Computershare. 

Other roles and responsibilities include, but are not limited to:  

  • Manage and own overall responsibility of client day to day relationship and act as main point of contact for clients and their key stakeholders for ongoing plan administration - and operational requirements.
  • Ensuring client requests are monitored and prioritized correctly including monitoring service levels and client satisfaction, reporting on client status and checking quality and completeness of client requests before they are executed.
  • Overall Subject Matter Expert for clients, plans, product and process, in-depth technical understanding of the system processes.
  • Form first level of escalation for client and internal stakeholders. Act immediately on client risks and ensure business key stakeholders and direct superior are aware of major client issues as well as client escalations.  Initiate required mitigation steps and monitor progress accordingly.
  • Acting as the primary interface between the client and the service delivery teams for regular and ad-hoc requests.
  • Host and support regular client meetings to review service/project delivery status and event planning. Provide suggestions for operational improvements / efficiencies. Coordinate participation of other internal parties for these meetings according to needs.  
  • Identify opportunities for efficiencies, solutions, and synergies within your client portfolio, accountable for suggesting value added chargeable services (professional services).
  • Analyzing client plans and developing solutions in close co-operation with the relevant internal and external stakeholders to set up the system configuration and underlying processes.
  • Liaise with Relationship Managers on strategic changes to clients, influence commercials based on operational impacts and provide management statistical data to support the operational health of the clients.  
  • Partnering with Relationship Management to influence strategic and commercial impacts to the client portfolio.

What will you bring to the role

We are looking for somebody with great communication and technical skills, alongside the ability to build collaborative and effective working relationships with people based in locations across the world. New thinking and great ideas are vital to our culture of growth, and we’ll make sure you have the support to be a driving force for change. We encourage our people to dive in, roll up their sleeves and take on the many opportunities bound to come their way. 

Required:

Ability to effectively manage deadlines in a high-paced and demanding environment while maintaining a high level of service and imperative attention to detail.

Ability to build detailed understanding of assigned clients & close partnering relationships.

Ability to identify and resolve issues using good judgement. 

Work independently as well as collaboratively within a team environment.

Excellent at using Microsoft Suite, especially Excel.

Preferred:

Previous experience in customer service in the financial services industry. 

Ability to develop technical skills (SQL, html, high-level understanding of databases).

Rewards designed for you 

Paid parental leave, flexible working and a caring and inclusive culture.

Health and wellbeing rewards that can be tailored to support you and your family, including medical, dental and vision.

Invest in your future with 401k matching and tax-advantaged flexible spending plans, including healthcare, dependent care and commuter.

Income protection. Our package includes short and long-term disability benefits, life insurance and supplemental life insurance.

And more. Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow. Our handbook will help you find out more about our rewards and life at Computershare, visit computershare.com/careers-handbook.

Compensation. The typical base salary for this role is $62k - $65k. This base pay range is specific to New Jersey and may not be applicable to other locations.  

About Us
A company to be proud of
We're a global leader in financial administration with over 11,000 employees across more than 22 different countries. At Computershare, it’s more than just a job, our open and inclusive culture means that we will help you to grow, to move forward and make the most of our world of opportunities.
Fairness and culture
We want to provide you with the opportunity to succeed on your own merits, starting from the application process and continuing throughout your career with us. Our goal is to create an environment where everyone feels valued, to remove barriers and obstacles and ensure equal opportunities for all. For support with accommodations or adjustments during our recruitment process please visit computershare.com/access for further information.
About the Team
We’re a leading provider of employee share plans. We partner with many of the world’s biggest brands to offer their employees the chance to invest in the future of their company and help them to manage these investments day to day. With over 35 years of experience and expertise, we’re an industry leader. Every member of our team plays an important role in bringing to life employee share plans, providing innovative solutions and assisting our clients with their complex regulatory requirements.

Skills Required

  • Ability to manage deadlines in a high-paced, demanding environment while maintaining high service levels and attention to detail
  • Ability to build detailed understanding of assigned clients and close partnering relationships
  • Ability to identify and resolve issues using good judgment
  • Ability to work independently and collaboratively within a team environment
  • Excellent proficiency with Microsoft Suite, especially Excel
  • Previous customer service experience in the financial services industry
  • Ability to develop technical skills including SQL, HTML, and a high-level understanding of databases
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The Company
HQ: Melbourne
736 Employees

What We Do

Computershare is the world’s largest stock transfer agent that has pioneered many of the securities industry’s innovations to help companies build and maintain strong relationships with their investors, employees and customers. For more than 35 years, we have grown rapidly in markets around the world to meet the evolving needs of our 40,000 clients. Today, we offer a comprehensive range of professional services including stock transfer, employee equity plans, investor relations, corporate governance and other business solutions. For more information, visit www.computershare.com

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