Relationship Manager, Class Action Broker Dealer Services (Hybrid)

• Ensure all clients data integrity audits timely and sufficiently responded to
• Ensure all deficiency responses are timely and sufficiently responded to

Advocate for client in each case and ensure claims are maximized.

Handle all client communications timely and professionally.

• Ensure all correspondence and client requests are precise, simplified and value add (e.g., serve as a liaison between claims admin and clients to ensure that communications are clear, concise, and comprehensible)

Provide regular reporting to client on agreed upon schedule.

Ensuring and communicating proper and timely payments

• Communicate all distributions - should be celebrated! Ensure all distributions are sent timely to clients pursuant to SLA and are cashed by clients.

Managing contract renewal and communicating to and with Account Management

Develop a significant understanding of Broadridge and the scope of the company.

Assist with department strategy, marketing and thought leadership.

Ability to identify and implement areas of improvement in client relationship independently and proactively.

Help to foster strong relationships with our Broker Dealer clients by coordinating and leading reoccurring calls and client meetings such as business reviews.

Partners internally to continually add efficiency to the day-to-day processes as well as to increase client satisfaction.

Acts as a role model to other associates in consistent implementation of best practices with regards to client interactions, departmental procedures, and subject matter expertise

Become a first point of contact for other members of the team, especially regarding subject matter expertise. Demonstrate leadership qualities by proactively assisting team with complex inquiries and assignments, mentoring members of the team when needed.

Become a positive role model through the following: Take the lead in key department projects and initiatives; Clear, concise, and timely communication at various levels within the team/organization and having the ability to articulate and present up to management.

Requirements:

• 10+ years of experience in financial services at large Broker Dealer.
• Securities class action experience a plus.
• Significant project management, client management and/or account management experience.
• Excellent writing and oral communication skills.
• Strong presentation skills a plus, including ability to speak at conferences.
• Experience with securities trading including equity, debt, and derivative securities.
• Detail oriented ability to multi-task, and excellent time management and follow-up skills.

Salary range $80,000.00- $ 100,000.00 USD . Bonus Eligible.

Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

Please visitwww.broadridgebenefits.comfor more information on our comprehensive benefit offerings.

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective.

US applicants: Clickhereto view the EEOC "Know Your Rights" poster.

Disability Assistance

We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.

If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email toBRcareers@broadridge.com.

Client-provided location(s): Kingston, NY

Job ID: broadridge-JR1075962

Employment Type: FULL_TIME

Posted: 2025-09-05T19:15:28