Client Specialist Client Specialist …

in Canton, MA, United States
Permanent, Full time
Be the first to apply
in Canton, MA, United States
Permanent, Full time
Be the first to apply
Client Specialist
Restricted Transfer Client Specialist

We have aunique opportunity for someone to contribute their talents and strengths as a Restricted Transfer Client Specialist.


At Computershare we invite you to shareour vision and commitment to excellence in everything that we do. Our 16,000people around the globe are entrepreneurial and innovative and serve ourclients and customers with precision and reliability because they count on usto deliver, every time. 

We are a global market leader intransfer agency and share registration, employee equity plans, mortgageservicing, proxy solicitation and stakeholder communications. We alsospecialize in corporate trust, bankruptcy, class action and utility administration,and a range of other diversified financial and governance services.

Founded in 1978, Computershare isrenowned for our expertise in high integrity data management, high volumetransaction processing and reconciliations, payments and stakeholder engagement.  We are proud to say that many of the worldsleading organizations partner with us to streamline and maximize the value ofrelationships with their investors, employees, creditors and customers.

At Computershare we see diversity asa source of strength. The more perspectives we have, the better equipped wellbe to meet the demands of our diverse global customer base. We want everyperson 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 orexpression, race, color, religion, disability, sexual orientation, protectedveteran status or other characteristics protected be applicable law. Thatapplies throughout our company, around the world with no exceptions, regardlessof differences. We will hire, develop, reward, promote and retain people purelyon the basis of their talents, commitment, potential and the results theyachieve. We will work hard to make sure everyone is included within ourorganization, removing barriers and obstacles to give everyone an equalopportunity to succeed.

Computershare is committed toproviding accommodations for candidates with disabilities throughout the recruitmentand employment process. If you need any assistance, please let us know and weare happy to help.


Across ourglobal team, we see diversity as a source of strength. The moreperspectives we have, the better equipped well be to meet the demands of ourdiverse global customer base. We want every person who joins out team, everycustomer and every supplier to feel welcome. We are an Equal OpportunityEmployer and believe in equality for everyone, regardless of age, national or ethnicorigin, sex, gender identity or expression, race, color, religion, disability,sexual orientation, protected veteran status or other characteristics protectedbe applicable law. That applies throughout our company, around the world withno 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 everyoneis included within our organization, removing barriers and obstacles to giveeveryone an equal opportunity to succeed.


Our keyvalues Certainty, Ingenuity and Advantage drive everything we do: you cancount on us to deliver with precision and reliability, every time. We lookbeyond todays problems to find tomorrows solutions, focusing on finding newand better way to unlock your competitive edge and help you achieve yourbusiness goals.


Under minimal  supervision, supports the management team asthe subject matter expert on client/shareholder initiated Restricted Transferrequests, communicates verbally and in writing with the issuer and/orissuer/shareholder counsel to educate and resolve deficiencies identified withrestricted transfer transactions and sees item through resolution, initiatesand responds to SWAT/exception processing requests, interprets and providesguidance on legal requirements and process and/or reviews general, sensitive,and complex transactions..


  • Reviewand understand Restricted Transfer transactions and necessary requirements toresolve deficient transactions. Communicate directly with the issuer or issuer/shareholder counsel toresolve/obtain deficient legal requirements to process transactions quickly andaccurately.  Educate Issuer andIssuer/Shareholder Counsel on requirements necessary to transact RestrictedTransfers.

  • Initiateand execute exception/SWAT processing requests when exception processing isnecessary to complete a transaction.

  • Assistsclients with legal requirements, education, expediting transactions,troubleshooting, problem solving, and servicing of all clients restrictedshareholder accounts

  • Maintaina positive and strong client/transfer agent relationship with the issuer

  • Consultswith business unit management and personnel to identify and document businessneeds and objectives, current operational procedures, problems, input andoutput requirements, data scope, usage, formatting, and security requirements.

  • Assistin department specific projects, which may involve collaboration with otherdepartments or functions.

  • Otherduties or tasks as assigned by management



  • Strong written and verbal communication skills Client facing

  • Ability to review and interpret complex legaldocuments

  • Problem resolution skills

  • Knowledgeof internal proprietary systems (SCRIP, Workflow, DocViewer, Issuer Online,etc.)

  • Knowledgeof Product Offerings

  • 5+ years of industry knowledge

  • Skillsin Microsoft Excel, Work, Outlook

  • Strong Attention to Detail

  • Excellent Reading Comprehension

  • Good Decision Making

  • Excellent Communication skills (Verbal and written)

  • Works well with others

  • Problem Solver


To performthis job successfully, an individual must be able to perform each essentialduty satisfactorily. The requirements listed below are representative of theknowledge, skill, and/or ability required. Reasonable accommodations may bemade to enable individuals with disabilities to perform the essentialfunctions.

Educationand Experience


Bachelor's degree (B. A.) from four-year college oruniversity; or one to two years related experience and/or training; orequivalent combination of education and experience

Language Ability

Ability toread/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 add, subtract, multiply, and divide in all unitsof measure, using whole numbers, common fractions, and decimals.  Ability to compute rate, ratio, and percentand to draw and interpret bar graphs.

Work Environment
The work environment characteristics described here are representative ofthose an employee encounters while performing the essential functions of thisjob. Reasonable accommodations may be made to enable individuals withdisabilities to perform the essential functions.

  • The noise level in the environment is typicalof an open office environment

Physical Demands

The physical demandsdescribed here are representative of those that must be met by an employee tosuccessfully perform the essential functions of this job. Reasonableaccommodations may be made to enable individuals with disabilities to performthe essential functions.

  • While performing the duties of this job, theemployee is regularly required to communicate. The employee frequently isrequired to remain stationary. The employee is occasionally required to stand;walk; use hands to finger, handle, or feel; reach with hands and arms; stoop,kneel, crouch, or crawl. The employee must occasionally lift and/or move 10pounds. Vision: Close and distance required with ability to see objects inpresence of glare or bright lighting (e.g., computer screen). Speech/Hearing:Frequently interact with management, vendors, coworkers, industry constituents,clients and the public.

RISK AND CONDUCT (MandatorySection)

As an employee of Computershare you must always:

  • Act with integrity

  • Act with due skill, care and diligence

  • Be open and cooperative with all country-specificregulators

  • Pay due regards to the interests of thecustomers and treat them fairly

  • Observe proper standards of market conduct

  • Complete all mandatory regulatory trainingand assessments when notified to do so by the company


  • A choice medical insurance plans designedto meet your needs

  • Dental & Vision insurance

  • Life & Disability insurance

  • Flexible spending and health savingsaccounts

  • Employee Stock Purchase Plan

  • Paid time off - Youll accrue 3 weeks yourfirst 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 .

Yourcareer is waiting.

Computershare is an EqualOpportunity Employer.  Qualified applicants will receive consideration foremployment without regard to race, color, religion, sex, sexual orientation,gender identity or expression, national or ethnic origin, age, disability, protectedveteran status, or other characteristics protected by applicable law. 

Primary Location: United States
Work Locations:
Job: Administration
Organization: Computershare Limited
Job Posting: Jun 22, 2020, 12:22:56 PM