Client Services Lead-Tax Services

Broadridge Tax Services is growing, and we need a Lead Client Services Associate to support client communication and service delivery requirements for our team. In this dynamic role, you will handle our client relationships in Newark, NJ and Edgewood, NY with the responsibility to communicate, oversee and ensure execution across the Tax Services department and across all appropriate partners to ensure client requirements of the Tax Services department are executed timely and successfully.

Job Responsibilities:

You will engage our clients as the first point of contact for regularly scheduled meetings including publishing an agenda and meeting minutes with responsible parties and deadlines.
You will employ your understanding of the client business model and operational requirements for most efficient and effective utilization of Broadridge's products and services.
You'll document client regulatory deadlines and requirements via a tax service roadmap/playbook and handle priorities through daily calls.
You will summarize weekly client status summaries and Executive dashboard.
You will advocate our client's needs to research, prioritize and respond to client service delivery open items and development needs and interests across the broader business.
You'll take the responsibility to familiarize yourself with changes and updates to IRS regulatory conditions and environments and the impacts on our clients and products.
You will also monitor internal reporting to ensure progress of all required projects and coordinate Root Cause Analysis for breakdowns in procedures.
Coordinate onsite Quarterly Business Reviews and post-season documentation of agendas and key takeaways.
You will lead system training for and education of Product releases.
You'll maintain client elections of statement reporting requirements.

Preferred Qualifications:

Bachelor's degree or equivalent experience preferred
At least five years of Tax related experience and Client Service experience


Strong verbal and visual presentation skills
Ability to communicate clearly and effectively to large audiences
Ability to remain organized and document client service requirements for multiple clients at a time


Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

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