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Financial Services Sales Agent
Centennial, CO

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Built In Colorado

Relationship Manager

Job Description

Manages a portfolio of corporate clients as the primary contact, ensuring service quality, client satisfaction, issue resolution, and timely fulfillment of purchased services. Coordinates internal teams, client activities, transactions, projects, renewals, invoicing, funding, and collections. Leads business reviews, supports shareholder meetings, maintains client records, and collaborates with Sales and Product teams on cross-selling, upselling, retention, and service improvements. The summary above was generated by
AI Relationship Manager Location:
Denver, Colorado, United States (Hybrid) In this position, you'll be based in the Denver, Colorado 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 Relationship Manager is the primary contact between Computershare Issuer Services and its corporate clients. Your 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. you will also coordinate 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, you will coordinates cross sells or up sells by introducing clients to additional Computershare products and services. Other key duties and responsibilities are as follows: Build and maintain strong professional relationships with assigned clients, serving as a trusted advisor. Act as the primary point of contact for client inquiries, ensuring timely and high-quality service. Manage client requests, transactions, special projects, and issue resolution effectively. Partner with internal teams to address client needs and drive continuous service improvements. Maintain knowledge of company products, services, systems, and relevant industry/regulatory developments. Identify and support cross-sell and upsell opportunities in collaboration with Sales and Product teams. Lead client business reviews and support strategic planning for key accounts. Ensure accurate maintenance of client records, invoicing, funding, revenue tracking, and collections. Support contract renewals and coordinate shareholder/stockholder meeting activities with relevant stakeholders. Participate in professional development initiatives and perform additional responsibilities as required. What will you bring to the role?  Strong understanding of technical, industry, product, and client-related concepts, with the ability to apply this knowledge in a client-facing environment.  Proven ability to build and maintain effective client relationships while supporting business growth, retention, and service excellence.  Strong analytical and problem-solving skills, with attention to detail and the ability to resolve issues within established policies and procedures.  Ability to manage client portfolios, ensuring high levels of satisfaction, service quality, and achievement of business objectives.  Excellent communication, interpersonal, and stakeholder management skills, with the ability to handle both routine and complex client inquiries professionally.  Collaborative team player who contributes to client initiatives, process improvements, and cross-functional projects to enhance overall business performance.  Bachelor's degree with 2+ years of relevant experience or an equivalent combination of education and experience; account management, client services, or project management experience preferred. 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
Compensation:
The typical base pay range for this role is $65,000 - $70,000. This base pay range is specific to these locations and may not be applicable to other locations: Denver, Colorado. AI statement Computershare will use data analytics and artificial intelligence systems to help recruiters analyse and assess candidate and application information. These systems make our application and review process more efficient and assist our team in identifying candidates based on professional qualifications, skills and experience commensurate with the role applied for. All outputs from the systems are evaluated by our recruiters and are not the sole source of whether to consider a candidate for employment. 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 Since 1978, we've been trusted by companies around the globe to manage their shareholder registry, corporate actions and shareholder meetings and we're now the number one transfer agency in the world. As client needs evolved, so has our portfolio of services; extending our Issuer Services into equity and entity governance services to companies both public and private worldwide. Careers in Issuer Services could mean anything from assisting shareholders with their portfolios, enabling access to global markets or helping clients deliver on their equity and entity compliance requirements everywhere they operate. Read Full Description Computershare Highlands Ranch, Colorado, USA Office Highlands Ranch, United States Similar Jobs Citizens Business Banking Relationship Manager II 22 Days Ago In-Office or Remote United States Mid level Mid level Digital Media
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Commercial Lending Applications Salesforce What you need to know about the Colorado Tech Scene With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.
Key Facts About Colorado Tech Number of Tech Workers:
260,000; 8.5% of overall workforce (2024 CompTIA survey)
Major Tech Employers:
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Funding Landscape:
$4.9 billion in VC funding in 2024 (Pitchbook)
Notable Investors:
Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures Research Centers and Universities:
Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Professional Development
  • Health Insurance