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Client Relations Administrator (JR1026622)


This is a Contract position in Acra, NY posted April 30, 2021.

Company Description

Broadridge Financial Solutions, Inc. (BR), a $4 billion global Fintech leader and part of the S&P 500® Index, is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers. At Broadridge, we do well by doing good. Our unique culture is guided by the Service-Profit Chain—the idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by powering investing, governance, and communications for our clients, their customers, and the financial services industry.

Job Description

Are you seeking a position within a growing company? Broadridge is hiring! Our mission is to attract, develop and retain extraordinary talent. Being a place where exceptionally driven and hardworking people want to work is how we deliver award-winning services to our customers and ultimately create customer value.

  • Researches and responds in a timely manner to moderately complex or mid to large sized clients with regards to their needs and interests.
  • Acts as a Client Advocate and interfaces between all Departments on the Clients behalf.
  • Understands and assists the client with proxy meeting and market complexities (e.g. SEC regulations).
  • Works with Mutual Fund client base to efficiently plan mailings for both registered and beneficial shareholder base.
  • Provides timely and accurate updates to clients regarding mailing status and other inquiries and issues that may arise in the course of the project.
  • Coordinates client meetings and quarterly business reviews on and off site to build stronger business relationships.
  • Coordinates new client conversions and existing client testing.
  • Engages clients and assists them in understanding the suite Mutual Fund products. Works with the management and Sales Relationship team to escalate attention to potential opportunities.
  • Monitors the effectiveness of systems, policies and procedures and makes appropriate recommendations to ensure daily operations are efficient.
  • Appropriately communicates and escalates external client concern in a fashion avoiding unnecessary personal and client anxiety.
  • Updates and monitors internal reports to ensure the timely and efficient progress of each project.
  • Partners with other Mutual Fund team members, as well as other departments, to continually add efficiency to the day to day processes as well as to increase client satisfaction.
  • Draws on daily tasks and interactions to further develop understanding of Mutual Funds and the securities industry.
  • Monitors project completion from initiation through delivery.

Qualifications Required

  • Bachelor’s Degree
  • 3 – 5 years Industry experience.
  • Strong Communication Skills (Written & Oral) Needed.
  • Strong Organizational Skills Needed.
  • Proficiency in Microsoft Office Needed.
  • Ability to handle multiple clients and multiple products.
  • Proficiency in Microsoft Access a PLUS.

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, age or any other protected status. “Everyone Benefits from Diversity & Inclusion. Diverse & Inclusive Teams Drive Growth.” US applicants: Click here to view the “EEO is the Law” poster. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation in the event you are unable or limited in your ability to use or access the Company’s career webpage as a result of your disability. You may request a reasonable accommodation(s) by calling 888-237-7769 or by sending an email to