Sr. Client Relations Manager (Hybrid)

$62,400 - $72,800/Yr

Broadridge Financial Solutions

Full-time - Mid Level

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Sr. Client Relations Manager at Broadridge is responsible for providing exceptional service to clients, acting as the primary point of contact. This role involves addressing client concerns, anticipating challenges, and offering support through a comprehensive suite of products and services. The manager will also lead department retraining and off-season projects, ensuring client satisfaction and fostering strong relationships.

Responsibilities

• Researches and responds in a timely manner to highly complex or large-size clients regarding their needs and interests.
• Works with a more complex client base to plan proxy and interim distributions accurately and efficiently for both Registered and Beneficial shareholder base.
• Acts as a Client advocate and interfaces between all departments on the Clients behalf.
• Requires expanded conceptual knowledge in Corporate Clients and our internal processes while broadening capabilities.
• Develops strong Client Relationships while ensuring Client Satisfaction through Net Promoter Score (NPS) results.
• Understands and assists the client with proxy meetings and market complexities (e.g. SEC regulations, NYSE).
• Expert in problem solving atypical or infrequently occurring issues based on existing procedures.
• Provides timely and accurate updates to client's inquiries and issues including proactive updates to projects.
• Coordinates client meetings and business reviews on and off site to build stronger business relationships.
• Appropriately communicates and escalates external client concerns in a timely fashion avoiding unnecessary personal and client stress.
• Updates and monitors internal reports to ensure the timely and efficient progress of each project.
• Partners internally, as well as with other departments to continually add efficiency to the day-to-day processes as well as to increase client satisfaction.
• Assist with the training and mentoring of Junior Associates to aid in self-development while strengthening the team.
• Implementing best practices with regards to client interactions and departmental procedures.
• Effectively leads projects designed to improve client satisfaction and gain greater processing efficiencies.
• Works independently requiring moderate levels of guidance.
• Maintain an equitable and inclusive environment and culture in which every associate feels connected to our organization.

Requirements

• 3-5 years experience in a client service or client-facing role.
• Ability to work in a fast-paced, high-pressure environment.
• Must be oriented, demonstrate the ability to multi-task, and have excellent time management skills.
• Outstanding presentation, written and verbal communication skills.
• Possess the ability to establish good personal and working relationships with clients.

Benefits

• Comprehensive benefit offerings including health insurance, retirement plans, and paid time off.