Client Account Manager, Buy Side

Job Summary

Job Description:

The Client Account Manager will be responsible for establishing and maintaining relationships with Broadridge's regional buy-side clients. He/she will focus on cultivating relationships across the firm with a focus on senior client executives and decision makers. The Account Manager will focus on retaining 100% of the client base and developing account plans based on a cross-Broadridge understanding of the client as well as identifying opportunities to drive new sales opportunities.

The individual in this role must have strong leadership and influencing skills and must partner closely with and look to influence business leaders and key decision makers both internal and with our clients organizations. Negotiation & communication skills and the ability to work successfully in a fast-paces environment are critical to this individual's success.

The Account Manager is responsible for:

Client Relationship Management

  • Establish and maintain relationships with senior client executives
  • Cultivate relationships at a higher level than exist today
  • Build and foster additional relationships across all areas of the firm (Operations, IT, compliance, risk, etc. across all products traded)
  • Solidify existing relationship
  • Meet with client's senior management team on a regular basis to understand their business needs and to provide BR updates on our strategic initiatives
  • Ensure Broadridge is an integral part of any business decision
  • Communicate changes in the business environment at either the client or Broadridge to management at all levels where appropriate
  • Draft thorough client profiles for all accounts
  • Publish trip reports in a timely manner
  • Prepare / execute annual client strategic plans
  • Escalation on Client Projects
  • Visit clients on a regular basis to address all open projects, etc...
  • Understand client business initiatives and determine action plan (may be part of strategic plan

Product Sales (Value Added Products - VAP's)

  • Identify and close additional revenue opportunities within existing client base
  • Introduce new products and services to existing clients to increase their operational efficiency
  • Work with sales to produce and maintain a product sales pipeline (updated at least monthly according to agreed timeline)
  • Conduct and coordinate product presentations when/where necessary
  • Working with sales, negotiate pricing on product sales
  • Finalize all the appropriate documents in conjunction with Legal and Finance

Consultancy and Product Development Sales (Event-based)

  • Identify and close additional revenue opportunities within existing client base for consultancy and product development sales
  • Working with sales, produce and maintain a product sales pipeline (updated at least monthly according to agreed timeline)
  • Working with sales, negotiate pricing on such sales
  • Finalize all the appropriate documents in conjunction with Legal and Finance

Contract Negotiations

  • Renew all existing client agreements (prior to existing contract end date)
  • Conduct and coordinate negotiations on contact terms and conditions
  • Work with Finance and Legal on preparation of all pricing proposals and legal documents

Contribute to the Client Satisfaction Surveys process

  • Work with Client Service Management team to review survey results with the client
  • Contribute to action plans / Review action plans with client where applicable
  • Monitor performance and update plan to ensure all tasks have been accomplished


  • Review metrics w/ client on a monthly basis, where appropriate
  • Suggest modifications to metrics as needed to address the changing conditions
  • Contribute to action plans (part of survey action plans) to remedy poor performing areas with updates monthly on current status


  • Degree-level
  • Have a minimum 5 years of experience within the Financial Services Industry (buy-side)
  • Direct and demonstrable client management experience working in a vendor/service provider role, with commercial exposure
  • Have the ability to build trusting relationships
  • Be able to communicate and influence
  • Exceed client expectations


About Us

Broadridge, a global fintech leader with over $7 billion in market capitalization, provides communications, technology, data and analytics solutions. We help drive business transformation for our clients with solutions for enriching client-engagement, navigating risk, optimizing efficiency and generating revenue growth.

Broadridge employs approximately 10,000 full-time associates globally with a significant presence in North America, Europe, and Asia. Please visit our website at to learn more.

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