Full-Time

Client Relationship Manager

Hybrid, Flexible Options

Confirmed live in the last 24 hours

Broadridge

Broadridge

10,001+ employees

Technology solutions for financial services industry

Fintech
Financial Services

Compensation Overview

$55k - $60kAnnually

+ Bonus Eligible

Mid

Kansas City, MO, USA

Hybrid role with flexible options.

Category
Customer Success Management
Sales & Account Management
Requirements
  • Bachelor’s degree or equivalent experience preferred
  • At least three years of Client Service experience
  • Strong verbal and visual presentation skills
  • Ability to communicate clearly and effectively among large audiences
  • Ability to remain organized and document client service requirements for multiple clients simultaneously
Responsibilities
  • Maintain exceptional client relationships; leads investigation and successfully resolves any service/delivery and/or billing issues.
  • Responsible for all planning surrounding daily, month-end and annual production runs. This includes ensuring material is available, providing production with volumes and instructions, attending production planning meetings, communicating progress to the client and providing any reporting back to client Handle higher level client issues, conversation and partner concerns.
  • Plan and execute strategic business reviews with strategic conversations with an emphasis on contract acumen Work with client and internal resources to implement client changes Ability to have client discussions at peer level and senior level Ability to assemble and present client savings, improvements and solution opportunities.
  • The ability to engage and manage an expanded client workload Identifies and participates in meetings to implement process improvements.
  • Participates in cross functional groups that are implementing business initiatives Display a positive attitude and encourages others for greater performance Decline any decision which could breach BR best practice, cause harm/risk to a client or harm/overwhelm an associate.
  • May perform other duties/responsibilities as needed or assigned.

Broadridge Financial Solutions provides technology-driven services for the financial services industry, focusing on processing and managing large volumes of financial transactions. They help clients, including financial firms and corporations, track investments and ensure compliance with regulations through data management, analytics, and client communications. Broadridge stands out by offering visibility into a significant portion of ETF and mutual fund assets and generating revenue through subscription services and transaction fees. Their goal is to equip financial institutions with the tools and insights needed to manage investments effectively and enhance client communication.

Company Stage

IPO

Total Funding

$3.1B

Headquarters

New York City, New York

Founded

1962

Simplify Jobs

Simplify's Take

What believers are saying

  • Broadridge's strategic acquisitions, such as CompSci and AdvisorTarget, enhance its capabilities in SEC filings and digital marketing, respectively, positioning it for continued growth.
  • The integration with Transaction Network Services for global futures and options platforms reduces operational risks and simplifies market data management for clients.
  • Broadridge's extensive client base and handling of significant ETF and mutual fund assets provide a stable revenue stream and growth opportunities.

What critics are saying

  • The departure of key executives, such as the CFO, could lead to strategic misalignments and operational disruptions.
  • The highly competitive fintech landscape requires continuous innovation, and failure to keep pace could erode Broadridge's market share.

What makes Broadridge unique

  • Broadridge handles over $10 trillion in daily trading volume, making it a critical player in the financial markets with unmatched transaction processing capabilities.
  • Their comprehensive suite of services, including data management, analytics, and essential communications, provides end-to-end solutions for financial firms, unlike competitors who may offer more fragmented services.
  • Broadridge's focus on regulatory compliance and ESG performance monitoring sets it apart in helping clients navigate complex regulatory environments.

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