Assistant Vice President, Relationship Manager

Assistant Vice President/Relationship Manager

Location: Cleveland,Ohio (Home based)

 We're currently setting up a new office in Cleveland, Ohio and initially, this role will be home-based. When our new office has opened, you'll transition to be based in the 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 flexible work culture at computershare.com/flex. *  

We give you a world of potential 

Computershare Investor Services provides Transfer Agent services to corporate clients and their shareholders. The Relationship Manager will manage a portfolio of clients (based on experience level) and act as the primary point of contact, ensuring high-quality service delivery and client satisfaction.

A role you will love

The Assistant Vice President/Relationship Manager is the primary contact between Computershare Issuer Services and its corporate clients. Basic Assistant Vice President/Relationship Manager responsibilities include ensuring that clients receive the services they have purchased and that those services are delivered in a manner that meets and exceeds the clients’ expectations. 

The Assistant Vice President/Relationship Manager also coordinates all major client activities and services by engaging with the client, with Computershare operational units and the entire organization as needed. In collaboration with the Sales team, the Assistant Vice President/Relationship Manager coordinates cross sells or up sells by introducing clients to additional Computershare products and services.

Other key duties and responsibilities are as follows:

• Build strong, professional relationships with assigned clients (portfolio based on experience) 
• Act as a trusted advisor and primary point of contact for clients 
• Support client requests, special projects, issue resolution, and transaction management 
• Ensure accurate and timely execution of client service requests 
• Respond promptly to client inquiries and maintain high service standards 
• Maintain knowledge of company products, services, and systems; communicate updates to clients 
• Resolve client issues and coordinate with internal teams for timely closure 
• Stay updated on industry and regulatory changes and advise clients accordingly 
• Identify cross-sell and upsell opportunities in partnership with Sales and Product teams 
• Maintain accurate client data and records in internal systems 
• Lead client business reviews and support strategic planning for key accounts 
• Manage invoicing, funding, and financial accuracy to minimize risk exposure 
• Serve as the main contact for shareholder/stockholder meetings and related activities 
• Support contract renewals in coordination with Finance, Legal, and Sales 
• Monitor revenue vs. forecast and ensure timely collections 
• Facilitate communication between clients and internal teams to drive service improvements 
• Participate in training sessions and ongoing professional development 
• Perform additional responsibilities as required

What will you bring to the role?

• Functional Knowledge
  Broad understanding of technical, industry, product, and client areas, developed through training and experience. Prior client-facing experience preferred.
• Business Experience
  Good understanding of team dynamics and how collective efforts drive business outcomes. Strong knowledge of products and services to support client growth and relationship development.
• Leadership Skills
  Ability to manage and strengthen client relationships without direct people management. Contributes to client initiatives and continuous improvement projects.
• Problem Solving
  Strong attention to detail and analytical skills. Resolves issues by applying business, technical, and product knowledge within established policies and procedures.
• Impact
  Directly influences day-to-day client relationships and service quality. Manages a client portfolio (up to approximately $2M revenue), ensuring satisfaction, retention, and growth.
• Interpersonal Skills
  Excellent communication skills to handle a range of client queries from basic to complex. Demonstrates professionalism, tact, and diplomacy, and collaborates effectively across teams.
• Education and Experience
  Bachelor’s degree with 2+ years of relevant experience, or an equivalent combination.
  Preferred: experience in account or project management.

As an employee of Computershare, you must always:

• Act with integrity
• Act with skill, care, and diligence
• Be open and cooperative with regulators 
• Pay due regards to the interests of the customers and treat them fairly
• Observe proper standards of market conduct
• Complete all mandatory, regulatory training and assessments when notified to do so by the company.

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 paid time off, observed holidays, medical, dental and vision plans 

Invest in your future with 401k matching, setting aside salary to purchase shares in our company 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 careers hub will help you find out more about our rewards and life at Computershare, visit computershare.com/careershub 

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act, and all other applicable laws.