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Broadridge Financial Solutions Relationship Manager, Client Services (JR1029137) in Edgewood, New York

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.

Detailed Description.

The role of this position is to ensure properly handling for all assigned clients and manage all communications with the same. Details include, but are not limited to:

  • Manage and ensure timely onboarding within agreed upon SLAs

  • Ensure refresh data has been received for all clients pursuant to their agreed upon schedule

  • Track all filing deadlines for his/her clients and ensure timely filing

  • Track all deficiency deadlines (and other claims admin requests like data integrity audits) for his/her clients and ensure timely response

  • 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 in a timely and professional manner.

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

  • Provide regular reporting to client

  • 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 strong understanding of Broadridge and the scope of the company

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

  • Strong understanding of Class Actions and other areas relative to Broadridge/Client Relationship

  • Ability to identify and engage appropriate internal department to complete client task or project

  • Help to foster strong relationships with clients by coordinating and leading reoccurring calls and client meetings such as business reviews

  • Partner 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

  • Leverages experience to support the developmental needs of fellow associates.


  • 5+ years of class action experience

  • 5+ years of project management, client management and/or account management experience

  • Excellent writing and oral communication skills

  • Experience with securities trading preferred

  • Proficient in all MS Office Applications MS Word, MS Excel, MS Power point, Visio

  • Detail oriented ability to multi-task, and excellent time management and follow-up skills.

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