Relationship Manager
CurrentDuties involved but not limited to:• Over-all responsibility for and management of 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. • Mentoring of Associate Managers.