Relationship Manager II
At a glance
Manager-level Account Management role at Fa Evdq Saasfaprod1. Vancouver · full-time · CA$64,345–CA$85,000 base.
growthroles summary, based on the employer's posting.
What you'll do
- Work with Corporate Trust Officers on trust and other agreements, assess exposure, and advise on business acceptance and fees
- Check financing and transaction papers against standards that safeguard Computershare and allow proper administration
- Provide backup across two client portfolios, resolving agreement, default, fee and service matters with clients and their counsel
- Translate agreements into internal file procedures with an Associate Trust Officer, then prepare correspondence for clients, counsel or investors
- Calculate charges for extra services, oversee receivables with Corporate Trust Officers, and support Associate Trust Officer training
What you bring
- A university degree focused on law, business, commerce or finance is preferred
- Three to five years in financial services, corporate or commercial work, or securities at a mid-level or professional capacity
- You can work on your own or with colleagues and manage deadlines that compete
Who this fits
This role suits someone with relevant financial or securities experience who can handle client matters and complex administration independently. You’ll work from the Vancouver office at least three days each week, with some work-from-home flexibility. The degree is preferred; securities training and the Corporate Trust Program are assets.
From the employer
Location: Vancouver, Canada
In this position, you’ll be based in our Vancouver 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
Computershare Corporate Trust (CCT) is a division within Computershare responsible for providing trustee and sophisticated agency services for private and public companies, investment bankers, asset managers, government agencies and other financial institutions.
This Relationship Manager will act as a proficient secondary point of contact for two portfolios of client accounts and assist the Corporate Trust Officers with the negotiation of new trusteeship and customized agency accounts ensuring Computershare’s interests are protected from risk. The incumbent will also provide a high level of service to corporate clients, their legal counsel and investors and, when directed by the CTO, execute documents committing Computershare to the terms and conditions contained therein. Further to this you will also work closely with a designated Associate Trust Officer (ATO) to ensure that all pre and post-closing administrative matters are executed seamlessly. Complex and urgent administration will be dealt with directly by the Professional.
An excellent opportunity to join our global company, using your extensive networks and knowledge to grow our business and secure new revenue with some of the world's biggest companies!
A role you will love
Some of your key responsibilities will include:
- Working with the Corporate Trust Officers, negotiate the terms of a variety of trust and non-trust agreements of varying complexity under which Computershare will assume both contractual and fiduciary obligations, assess the degree of associated risk and make recommendations on acceptability of new business and fees to be charged
- Review and evaluate specific documentation on corporate financing and on other transactions to ensure they are in forms that meet, and can be administered to meet, standards adequate for the protection of Computershare
- Provide a highly-skilled and competent back-up on two portfolios of accounts, including dealing with legal counsel and/or senior officers of client companies on a variety of matters, e.g. attendance at closing and meetings of security holders, agreement interpretation issues, corporate defaults, fee schedules and their application, service quality questions, amendments of or special services under existing contracts and other matters in connection with client service.
- Analyze and interpret agreements to set up internal operation of file and execute necessary administrative set-ups with the aid of an ATO
- Prepare and execute correspondence to clients, their legal counsel or investors. Determine, bill and report all fees for special and ancillary services. In conjunction with the CTO, monitor and control accounts receivable. Escalate any matters to Manager relative to his/her discipline and execution of any assigned special projects
- Work closely with an ATO to ensure all administrative matters are completed in a timely manner and to the highest standard, as well as standing-in for ATOs when required
- Aid the Manager of Administration and General Manager with the training and development of ATOs and foster an environment of collaboration and common goals within the pod
What will you bring to the role
University Degree (law, business, commerce, or finance major) is preferred.
3-5 years of experience in financial, corporate/commercial or securities industry at an intermediate or professional level.
Canadian Securities Course or other Securities Industry training would be an asset.
Corporate Trust Program (Trust Institute, ICB) would be an asset.
Ability to work autonomously as well as in a team environment.
Adept at prioritizing and managing conflicting deadlines.
Rewards designed for you
Flexible work to help you find the best balance between work and lifestyle
Health and wellbeing rewards that can be tailored to support you and your family including paid time off, observed holidays, and vacation pay
Invest in our business by setting aside salary to purchase shares in our company, and you’ll receive a company contribution as well
Extra rewards ranging from recognition awards and team get togethers to helping you invest in your future
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 $64,345 - $85,000/yr.
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