Relationship Manager, Client Services (Hybrid)

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 hiring! This position serves as the principal point of contact for his/her assigned clients/accounts.  S/he has the mandate of making our client’s lives easy and advocating for each client and ensuring the optimal outcome.  The Relationship Manager (“RM”) will work with sales, account management and the operations team to ensure client satisfaction.  Accordingly, the RM will be responsible for all things client from initial onboarding to reporting to ensuring proper and timely payment.

We are made up of high performing teams that meet in person to learn and collaborate as needed. This role is considered hybrid, which means you’ll be assigned to a Broadridge office and given the flexibility to work remote.

Responsibilities:

The role of this position is to ensure proper 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 clients.
• 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 identify areas of improvement in client relationships.
• Strong understanding of Class Actions and other areas relative to Broadridge/Client Relationship
• Ability to identify and engage appropriate internal departments 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.

Requirements:

• 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.

Compensation & Benefits:

• Salary: $85,000-$100,000 depending on experience
• Bonus Eligibility: Annual bonus
• Paid Time off: 15 vacation days, 5 sick days, and 3 personal days per year
• Benefits: Medical, dental, life, and vision insurance. 401k w/ match, parental leave, and more. Medical insurance starts immediately upon hire. For more information please visit www.broadridgebenefits.com

Broadridge associates helped us envision our Connected Workplace - a work model that allows associates around the globe, dependent upon their role responsibilities, to take advantage of the benefits of both on-site and off-site work to support our clients, one another, and the communities where we live and work. Our Connected Workplace is grounded in the concept of FACS: Flexible, Accountable, Connected, and Supported, which is our commitment to our associates. FACS supports our str