Broadridge Financial Solutions, Inc.

Client Relations Administrator (Hybrid, Edgewood, NY)

Edgewood, NY Full time

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.

Broadridge is seeking a Client Relations Administrator to support Bank and Broker clients within the Proxy business. This role combines client service, operational problem-solving, and cross-functional coordination, and is designed for someone who can quickly learn complex financial processes and apply that knowledge to resolve client issues and improve outcomes.

The role involves serving as a key point of contact for clients, managing and resolving complex issues, supporting operational and service changes, and contributing to initiatives that improve how we deliver our products. Success in this role requires strong analytical thinking, attention to detail, and the ability to make sound decisions in structured, fast-paced environments.

Key Responsibilities

Client Ownership & Problem Solving

  • Serve as the primary point of contact for bank and broker clients, owning requests and issues from initial inquiry through resolution
  • Diagnose and resolve complex client challenges involving products, data, and operational workflows
  • Translate complex or technical concepts into clear, actionable communication

Strategic Relationship Management

  • Build trusted relationships with clients by demonstrating deep understanding of their business, priorities, and constraints
  • Lead structured client discussions that go beyond status updates to focus on insights, risks, and opportunities
  • Contribute insights and recommendations that improve client outcomes and operational performance

Process Execution & Optimization

  • Execute within established operational processes with a high degree of accuracy and accountability
  • Identify inefficiencies, recurring issues, or gaps in workflows and proactively recommend improvements
  • Follow established processes while using sound judgment to resolve exceptions and escalate when appropriate

Cross-Functional Collaboration

  • Partner with internal teams (product, operations, technology) and external clients to resolve issues and implement changes
  • Coordinate and support the execution of service, product, and workflow updates from planning through implementation
  • Ensure clear communication and alignment across stakeholders to support successful execution of initiatives

What We’re Looking For

  • Strong analytical and problem-solving skills with the ability to break down complex issues quickly
  • Demonstrated ability to learn new systems and products with speed and depth
  • High attention to detail with the ability to consistently execute within structured processes
  • Intellectual curiosity and willingness to challenge assumptions or dig deeper when needed
  • Clear, concise communicator who can tailor messaging to both technical and non-technical audiences
  • Comfortable managing multiple priorities in a fast-paced, deadline-driven environment
  • Ability to operate independently while knowing when to escalate or collaborat

Qualifications

  • Bachelor’s degree or equivalent professional experience
  • 2+ years of experience in client service, account management, fintech, or financial services
  • Proven ability to quickly develop a deep understanding of financial products and confidently interpret and communicate complex concepts
  • Proficiency in Excel, Outlook, PowerPoint, and business tools, with the ability to analyze information, organize insights, and communicate clearly

Compensation Range: The hourly salary range for this position is between $28.00- $30.00 USD.

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

Bonus Eligibility: Bonus Eligible

Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings for this role.

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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.

Use of AI in Hiring 

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

US applicants: Click here to 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 to BRcareers@broadridge.com.