Client Service Rep (Hybrid - Edgewood, NY)

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team.

Broadridge is hiring! We are searching for a Client Service Rep the supports the successful planning, delivery, and monitoring of Virtual Shareholder Meeting (VSM) events. This client-facing role partners with clients, internal teams, and external vendors to manage event timelines, coordinate services, resolve issues, and deliver the world-class service for which Broadridge is known.

Key Responsibilities

• Develop and maintain a thorough understanding of the capabilities, service options, and processes for the Virtual Shareholder Meeting.
• Plan and organize client events with close attention to deadlines, milestones, time constraints, dependencies, and potential financial impacts.
• Manage client timelines to ensure deliverables, communications, approvals, and event requirements are completed accurately and on time.
• Coordinate event support, responsibilities, and logistics across internal teams and external vendors.
• Communicate regularly through phone calls, email, and scheduled meetings to provide status updates, establish expectations, and prepare clients as the annual general meeting approaches.
• Build strong client relationships by understanding client needs, expectations, and priorities, including regular communication with senior and "C" suite contacts.
• Guide clients consultatively, recommend best practices, and help ensure the successful execution of their meetings.
• Troubleshoot issues in real time and identify practical, timely solutions to resolve client, vendor, or operational concerns.
• Monitor and verify live events, escalating issues as appropriate and supporting prompt resolution throughout the meeting lifecycle.
• Maintain client oversight by ensuring the accuracy of VSM information.
• Test and verify future product development enhancements and provide feedback to support service quality and operational readiness.
• Work closely with Product Management, Sales, Client Experience, and other internal partners to coordinate client needs and enhance the overall service experience.
• Provide occasional onsite support for client events as business needs require.

• Strong organizational, planning, and time-management skills.
• Exceptional attention to detail and commitment to data accuracy.
• Clear, professional written and verbal communication skills.
• Client-focused mindset with the ability to set expectations and build trust.
• Ability to manage multiple concurrent events, priorities, and deadlines in a fast-paced environment.
• Sound judgment, problem-solving ability, and comfort responding to time-sensitive issues.
• Collaborative approach to working with cross-functional teams and external partners.
• Ability to learn product capabilities, operational processes, and evolving technology enhancements.

• Experience in client service, event coordination, project coordination, or an operations-focused environment.
• Experience working with senior client stakeholders and managing high-visibility deliverables.
• Comfort working with internal systems, data-entry tools, and event-management platforms.
• Availability to support occasional onsite events and time-sensitive live meeting activity.