Senior Client Service Representative

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.

The Issuer Services team is seeking an Annual Meeting Services Specialist to join our team supporting the Virtual Shareholder Meeting and Shareholder Meeting Registration products. In this client facing, role you will be responsible for overseeing all aspects of the issuer facing AGM product suites including the Virtual Shareholder Meeting process. Planning and executing shareholder meetings using our online platform will be the primary focus of this newly created role. Instrumental in the success of this position, an in-depth knowledge of event coordination and management, corporate proxy rules and client communication. Guiding clients through the shareholder meeting process and Broadridge capabilities is part of the day to day management needed for this team. Keeping clients on track to ensure their event is executed successfully and flawlessly. Working closely with both the client and our vendors, you will be asked to problem solve issues in real time and approve remediation actions offered. Completing tasks by set milestone dates to ensure the event is successful is necessary. Leading a dedicated team to support Annual Meeting services in day to day support for escalations and inquiries.

Responsibilities:

• Build Service Excellence
  • Interact with clients in a professional manner
  • Provide effective, efficient, timely and complete information to customers on all issues and inquiries
  • Maintain positive relationships with clients as well as with internal Broadridge personnel
• Provide all problem resolution, issue, and general support and act as a point person for designated clients
• Maintain current and accurate client contacts in BRAC client contact repository
• Monitor and resolve all client issues submitted through JIRA using a combination of own knowledge, working with other CSAMs, Business Analysts, and Developers
• Raise issues in timely manner to management
• Improve internal process activities when necessary
• Promote “Take and Educate” approach with clients to ensure they use all available resources to be more efficient
• Assist in onboarding new enhancements by supporting testing and user documentation
• Coordinate calls / training with other knowledgeable resources

Qualifications:

• Minimum 5 years of experience in client service / customer support role preferably in financial services industry
• Previous experience in Commission processing in Bank, Broker, or Insurance Back Office a plus
• Experience with all Microsoft Office products (Word, Excel, PowerPoint, etc.)
• Professional, polished demeanor
• Ability to be trained in department and system processes
• Pays strong attention to detail
• Ability to provide support in the daily execution of key tasks when needed
• Customer service competency, with strong written and verbal communication skills
• Strong organizational skills
• Ability to work with other Broadridge departments on a variety of issues
• Able to work independently as well as within a team, and prioritize daily workflow with little direction
• Bachelor's degree or equivalent

Compensation Range: The hourly range for this position is between $33.65 - $38.50.

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.