Relationship Manager

Broadridge is hiring! We're seeking a Relationship Manager that will work with sales, account management and the operations team to ensure client satisfaction.  They will be responsible for some of Broadridge’s largest and most high-profile Broker Dealer clients and is expected to provide the highest level of client service from initial onboarding to ensuring proper and timely payment.

The role of this position is to ensure proper handling for all assigned Broker Dealer clients and manage all communications with 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 timely and professionally.

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

• Provide regular reporting to client on agreed upon schedule.

• 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 significant understanding of Broadridge and the scope of the company.

• Assist with department strategy, marketing and thought leadership.

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

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

• Partners 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

• Become a first point of contact for other members of the team, especially regarding subject matter expertise. Demonstrate leadership qualities by proactively assisting team with complex inquiries and assignments, mentoring members of the team when needed.

• Become a positive role model through the following: Take the lead in key department projects and initiatives; Clear, concise, and timely communication at various levels within the team/organization and having the ability to articulate and present up to management.

Requirements:

• 10+ years of experience in financial services at large Broker Dealer.

• Securities class action experience a plus.

• Significant project management, client management and/or account management experience.

• Excellent writing and oral communication skills.

• Strong presentation skills a plus, including ability to speak at conferences.

• Experience with securities trading including equity, debt, and derivative securities.

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

Salary range $80,000.00-$100,000.00. Bonus Eligible.  

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

Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings