At Broadridge, we are driven by the success of each of our 10,000+ associates. We are committed to building a diverse team at all levels, and we look for candidates who are innovative, client-focused, and excited to move forward. That’s why we’ve created a culture where the highest goal is to empower others to achieve more. If you’re passionate about developing your career, while helping others along the way, come join us and be part of the Broadridge team.
- Acts as a Client Advocate and interfaces between all relative departments on the Client’s behalf
- Provides consultative options/approach for client requests leveraging knowledge of market regulations and requirements for Mutual Funds and Retirement Solutions
- Manages Service Level Agreements and contractual obligations
- Effectively maintains client relationships and achieves high client satisfaction results
- Provides timely and accurate updates to clients regarding inquiries, issue resolution and statuses of work in progress
- Externally interfaces with clients and must be able to:◦Meet and travel for client visits
- Prepare Business Review documents
- Facilitate and/or participate in client webinars and presentations
- Coordinates client conversions and testing
- Partners with other team members, as well as other departments, to continually ad d efficiency to the day to day processes as well as to increase client satisfaction
- Facilitate and participate in business process training and fundamentals of Marketing Communications
- Quickly assess issues, determine their impact, and identify steps to resolution
- Address and escalate critical concerns
- Create and maintain procedural documentation related to Broadridge client processes
- Adheres to company procedures and policies to represent the company’s best interest in their individual actions
- Additional tasks as required
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Qualifications
- Must possess strong organizational, verbal and written communication skills
- Ability to multitask, prioritize, and follow through on tasks to meet deadlines
- Capability to thrive in a dynamic working environment
- Highly adaptable and team oriented
- Leverage professional presentation skills to interface with internal and external groups
- Proficient in Microsoft Suite
- Must work in an ethical, professional manner with a client centric focus
- Self-motivated and results driven with strong problem solving skills
- Values being part of a diverse team
Locations: Brentwood, New York