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Associate Relationship Manager - Contract – Private Capital Solutions in Vancouver at Computershare, Inc

Date Posted: 7/17/2018

Job Snapshot

Job Description

Associate Relationship Manager – Private Capital Solutions 16 month contract
Computershare is seeking an Associate Relationship Manager to assist the Private Capital Solutions group. Specifically, the retail account custody business, including supporting retail account holders, Exempt Market Dealers (EMDs), Dealing Representatives, and issuers involved in Computershare’s administration of exempt market registered and non-registered accounts.  This position will respond to account holder and potential account holder questions regarding opening registered product accounts, transferring assets in or out of accounts, and all general account administration questions.  The incumbent must respond to investor, dealer and issuer inquiries via email or telephone, provide client documentation, insure client compliance with Computershare’s policies and oversee account asset transfers coming from other financial institutions.  The ideal candidate will have strong interpersonal skills with experience interacting in a financial or investment dealer environment, demonstrated success proactively identifying and resolving client issues and managing client expectations, while continually increasing client loyalty and overall client satisfaction.
Responsibilities could include, but are not limited to:
  • Dealing with account holders or their representatives to answer questions regarding details of the account operation.
  • Initiating and following-up with asset transfers from other institutions.
  • Processing wire and EFT payments to 3rd parties as required.
  • Reviewing and processing estate settlements.
  • Interacting with internal and external stakeholders to ensure smooth operation of the accounts.
  • Reviewing internal DOPs to ensure risks are mitigated or managed.
  • Preparing internal and external reports as needed by clients or management.
  • Staying current with governing legislation to ensure proper operation of the registered products.
  • Ensuring that account assets (cash and securities) are accurately recorded and allocated to the correct account.
Skills and Experience Required:
  • Minimum 5 years experience, preferably in a financial services or broker/dealer environment with direct experience in account transfers or registered plan administration (RRSPs, RRIFs, RESPs, TFSAs, etc.).
  • Working knowledge of locked-in products and legislation.
  • Undergraduate degree with working knowledge of investment industry and related products, completion of the Canadian Securities Course would be an asset.
  • A driven self starter with the ability to work independently with minimal supervision.
  • Strong ability to manage expectations and conflicts with clients.
  • Resolution of escalations at both an administrative and management level.
  • Responsive with a priority focus on customer service.
  • Strong computer skills with proficiency with Excel, Outlook and MS Word.
  • Fluency in French would be an asset.
At Computershare we invite you to share our vision and our commitment to excellence in everything that we do. Our people are entrepreneurial and innovative and serve our clients with precision and reliability because they count on us to deliver, every time.
Computershare sees diversity as a source of strength. The more different perspectives we have, the better equipped we’ll be to meet the demands of our diverse global customer base. We want every person who joins our team, every customer and every supplier to feel welcome. We believe in equality for everyone, regardless of age, ethnicity, gender identity, race, religion, disability or sexual orientation. That applies throughout our company, around the world with no exceptions, regardless of differences. We will hire, develop, reward, promote and retain people purely on the basis of their talents, commitment, potential and the results they achieve. We will work hard to make sure everyone is included within our organization, removing barriers and obstacles to give everyone an equal opportunity to succeed.
Computershare is committed to providing accommodations for candidates with disabilities throughout the recruitment and employment process. If you are a candidate requiring an accommodation during the application process, please contact us at aoda@computershare.com
If you want to be part of our leading brand, please apply for this position by clicking on the 'Apply' button and following the application process.