Full-Time

Client Relations Administrator

Hybrid

Confirmed live in the last 24 hours

Broadridge

Broadridge

10,001+ employees

Technology solutions for financial services industry

Fintech
Financial Services

Compensation Overview

$20 - $30Hourly

+ Bonus

Junior, Mid

Catskill, NY, USA

This role is hybrid, requiring in-office presence.

Category
Customer Success Management
Sales & Account Management
Requirements
  • 1-4 years of Client Service experience
  • Associates degree or equivalent experience preferred
  • 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
  • Must be available to work 40-60+ hours a week to support our peak volume season of February – May
  • Performs clerical or administrative work
  • Uses administrative, data organizing and coordination skills to complete work
  • Performs duties according to established procedures
  • Has developed knowledge and skills through formal training or considerable work experience
  • Works within established procedures with a moderate degree of supervision
  • Requires understanding and application of procedures and concepts within own discipline and basic knowledge of other disciplines
  • Understands how the assigned duties relate to others in the team and how the team integrates with others in the discipline
  • Recognizes and solves typical problems that can occur in own work area without supervisory approval; evaluates and selects solutions from established options
  • Impacts own team through the quality of the services or information provided; follows standardized procedures and practices and receives regular but moderate supervision and guidance

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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