Client Service Management Officer
Broadridge
Client Service Management Officer
Broadridge
Fintech infrastructure for investor communications
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.
Join us as a Client Service Management Officer in our Belgrade Office and grow your career in a collaborative, client-focused environment.
We’re looking for a professional with experience in B2B client support who is eager to develop their skills across the full client lifecycle, from onboarding and daily operations to reporting, issue resolution, and cross-team coordination.
If you are organized, detail-oriented, and enjoy working with clients, data, and internal stakeholders to keep operations running smoothly, this is a great opportunity to learn, contribute, and build your career supporting Acolin products, now part of Broadridge.
Responsibilities
Support all phases of the client lifecycle, from onboarding and implementation to ongoing operations
Daily monitoring of client mailboxes and timely actioning of client queries
Coordination of task delivery across various servicing teams.
Maintain and update client information across systems (e.g., CRM, fund data tolls, internal databases)
Document, resolve, and escalate client issues or complaints as appropriate, ensuring proper tracking and follow-through.
Prepare and deliver routine and ad-hoc reports for internal stakeholders and clients
Support contract management and invoicing activities, while alsodocumenting SOPs and developing training materialsfor operational processes.
Act as a backup for other team members
Contribute to cross-functional initiativessuch as CRM or contract management cleanup projects, andpartner with marketing and business teams on client communications.
Requirements
Minimum 2 years of experience in B2B client support and relationship management is required
Experience using enterprise tools such as CRM, Excel (pivot tables, VLOOKUP), and familiarity with Funds Data or Commission tools is a strong advantage
Strong organizational and time-management skills with the ability to manage multiple priorities and deadlines
Excellent attention to detail and a high degree of accuracy when working with data
Customer-centric approach with strong communication and interpersonal skills
Proactive problem-solver who takes initiative and ownership of tasks
Ability to work independently and as part of a cross-functional team
Fluency in English (written and verbal) — additional languages are a plus
Willingness to learn and adapt in a constantly evolving environment
Hybrid Flexible at Broadridge
We are made up of high-performing teams that meet in person to learn and collaborate as needed. This role will be considered hybrid, after successfully passing the probation period.
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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.
Fintech infrastructure for investor communications
Broadridge provides critical financial services infrastructure that powers investor communications, proxy voting, and trading operations for public companies, brokers, and asset managers. It runs platforms that process trillions of dollars in trades and millions of communications daily, delivering regulated software and services for governance, trading, and asset management. What sets it apart is its history as an ADP division that became a standalone public company, plus a broad, end-to-end suite built through acquisitions across proxy voting, fund data, trading, and wealth-management technology. Its goal is to be the essential, scaleable backbone for financial markets, expanding with data, digital assets, and AI-driven solutions.
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