Client Services Representative at Computershare in Jacksonville, Florida

Job Description:

We have a unique opportunity for someone to contribute their talents and strengths as a Client Services Representative.
A COMPANY TO BE PROUD OF
At Computershare we invite you to share our vision and commitment to excellence in everything that we do. Our 12,000 people around the globe are entrepreneurial and innovative, serving 25,000 clients and customers with precision and reliability because they count on us to deliver, every time.
Computershare (ASX: CPU) is a global market leader in transfer agency and share registration, employee equity plans, mortgage servicing, proxy solicitation and stakeholder communications. We also specialize in corporate trust, bankruptcy, class action and utility administration, and a range of other diversified financial and governance services.
Founded in 1978, Computershare is renowned for its expertise in high integrity data management, high volume transaction processing and reconciliations, payments and stakeholder engagement. Many of the world's leading organizations use us to streamline and maximize the value of relationships with their investors, employees, creditors and customers.
Computershare is represented in all major financial markets and has over 12,000 employees worldwide.
DIVERSITY IS A STRENGTH
Across our global team, we see diversity as a source of strength. The more 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 out team, every customer and every supplier to feel welcome. We are an Equal Opportunity Employer and believe in equality for everyone, regardless of age, national or ethnic origin, sex, gender identity or expression, race, color, religion, disability, sexual orientation, protected veteran status or other characteristics protected be applicable law. 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.
OUR VALUES
Our key values - Certainty, Ingenuity and Advantage - drive everything we do: you can count on us to deliver with precision and reliability, every time. We look beyond today's problems to find tomorrow's solutions, focusing on finding new and better way to unlock your competitive edge and help you achieve your business goals.
A ROLE YOU WILL LOVE
Responsible for Supporting the RM Role in managing the on-going relationships with multiple CLS clients. Primary support will be non-client facing but may be the point of contact in support of an RM or for a small account. Acts as a project manager for any-and-all client-driven initiatives and is responsible for monitoring and addressing loan performance in alignment with the RM.
Primary Accountabilities

• Support the Client Relationship Team to allow our RM's the ability to focus on the Executive Level Relationships and management of the overall account needs and challenges. The CSR will support much of the daily/weekly/monthly Tracking, Reporting and Project follow-ups. Review Invoices, Claims, Reports, CLPG's, Reconciliation of Dedicated Tracker, Data Entry, Administrative functions and other needed support as directed by the Director of the Client Relations team


• Account Governance Preparation - Per our SOW, all accounts require various Governance. The CSR will be responsible for the preparation of the decks/reporting/output for these scheduled calls either Weekly/Monthly/Quarterly. They will work closely with the Analyst assigned to build out required reporting/update as needed and align on timing for receipt of needed information to meet the Governance delivery deadlines. They will align with the RM/owner of each account to define the requirements for each meeting presentation.


• Communications lead both internally and Externally. Serve as a project manager. They will be required to produce clear, concise and detailed communication internally and externally both in written and verbal format. Actively and effectively communicate with clients and internal business units, document meeting minutes and deliverables. Distribute to all internal business units and manage each task to completion - as assigned by the Sr RM.


• Manage entire relationship with clients, proactively managing client's expectations to increase loan performance and minimizing loss within their portfolio. Align with both the RM and the Operations leads on individual accounts to proactively develop more effective and efficient processes both internally and externally to benefit our clients and CLS.


• Assist on special projects and initiatives related to CLS clients as directed by the Sr RM


• Other duties or tasks as assigned by management.

WHAT WE NEED FROM YOU
Required:

• Proven organizational skills.


• Advanced Microsoft Office application skills: Excel, Word, Outlook, PowerPoint.


• Demonstrated customer service, interpersonal, verbal, and written communication skills.


• Strong degree of professionalism and ability to maintain confidentiality.


• Ability to manage multiple projects and meet deadlines while maintaining a strong attention to detail.


• Superior communication skills.


• Strong customer service skills


• Advanced problem-solving skills


• Work well when under pressure and up against deadlines


• Communicate and coordinate with other departments in a positive and professional manner


• Skilled at working in a team environment as a team player


• Ability to prioritize competing tasks while maintaining a high degree of quality/compliance accuracy


• Ability to effectively handle escalated issues by utilizing problem solving skills


• Proven track record of successfully problem solving and successfully navigating difficult situations

Preferred:

• Proven organizational skills.


• Ability to analyze and solve problems.
  
  


• Self-motivated with a strong sense of urgency.
  
  

KEY QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and Experience

• Associate's degree (A. A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience.


• 2 years of customer support experience required


• Preferred Experience with Client Support

Language Ability
Ability to read/analyze/interpret business periodicals/ journals/technical procedures/gov. regulations; write reports/business correspondence/procedure manuals; effectively present information/respond to questions from managers/clients/customers/public.
Mathematical Ability
Ability to work with mathematical concepts such as probability and statistical inference, fundamentals of plane, and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• The noise level in the environment is moderate

Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Sedentary work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.

REWARDS AS UNIQUE AS YOU

• A choice medical insurance plans designed to meet your needs


• Dental & Vision insurance


• Life & Disability insurance


• Flexible spending and health savings accounts


• Employee Stock Purchase Plan


• Paid time off - You'll accrue 3 weeks your first year!


• Nine Holidays


• $1,000 Employee Referral Program


• Wellness programs


• Matching 401(k)


• Tuition Reimbursement


• Banking and investments plans


• Rewards and recognition programs


• Employee discounts for wellness, auto & homeowners insurance, wireless service and more...

To learn more, visit us at www.computershare.com/mycareer.
Your career is waiting.
Computershare is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, protected veteran status, or other characteristics protected by applicable law.

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