Associate Client Success Specialist

Broadridge; Edgewood (NY); On-site; USD 37,000 - 41,000; Full time

Benefits offered by this job

Bonus Eligible

Job summary

Broadridge is seeking an Associate Client Services Representative to manage client interactions and build strong relationships with internal and external partners. This role responds to client needs professionally and promptly in a fast-paced, high-volume environment where accuracy is essential.

The ideal candidate is organized, responsive, self-motivated, and committed to delivering excellent service and exceeding client expectations.

Qualifications

• Bachelor’s degree or equivalent.
• Two to three years of experience in a client service or client-facing role.
• Ability to work effectively in a fast-paced, high-pressure environment.
• Strong attention to detail, with the ability to manage multiple tasks and prioritize time effectively.
• Excellent presentation, written, and verbal communication skills.
• Ability to build positive, productive relationships with clients.
• Proficiency with AI tools and Microsoft Outlook, Excel, Word, and PowerPoint.
• Strong problem-solving and critical-thinking skills.

Responsibilities

• Manage inquiries from beneficial issuer and proxy-agent clients, using diplomacy and sound judgment to achieve mutually beneficial outcomes in a team environment.
• Support beneficial issuer clients and proxy agents with share-owner solicitations, data reporting, problem-solving, and service matters in accordance with applicable NYSE, bank, and broker requirements.
• Advocate for beneficial clients and coordinate with internal departments to resolve issues and meet client goals.
• Keep issuer clients and proxy-agent clients informed about industry and regulatory changes, Broadridge process updates, and potential impacts on their business.
• Build and maintain strong issuer client and proxy-agent client relationships, identifying value-added solutions that address client needs.

Skills

Client service

Relationship building

Time management

Communication

Attention to detail

Problem solving

AI tools

Education

Bachelor’s degree or equivalent

Tools

Microsoft Outlook

Excel

Word

PowerPoint

AI tools

Job description

Broadridge is seeking an Associate Client Services Representative to manage client interactions and build strong relationships with internal and external partners. This role responds to client needs professionally and promptly in a fast-paced, high-volume environment where accuracy is essential.

The ideal candidate is organized, responsive, self-motivated, and committed to delivering excellent service and exceeding client expectations.