Broadridge, a global fintech leader with over $4 billion in revenue, provides communications, technology, data, and analytics. We help drive business transformation for our clients with solutions for enriching client engagement, navigating risk, optimizing efficiency, and generating revenue growth. Broadridge employs over 10,000 full-time associates globally with a significant presence in North America, Europe, and Asia. Please visit our website at to learn more.
Job Description Job Responsibilities
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 add 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
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
Additional Information: Broadridge is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or any other status protected by law. Click here to view the \"EEO is the Law\" poster.
\"Our Associate Matter, Everyone Benefits from Diversity & Inclusion, Diverse & Inclusive Teams Drive Growth.\"
* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.