Client Project Administrator – Mutual Fund Proxy

Broadridge; Edgewood (NY); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Bonus Eligible

Job summary

Broadridge in New York is seeking a Client Project Administrator to coordinate all phases of complex mutual fund proxy campaigns from inception through final delivery. You will partner with clients, vendors, and internal teams to manage campaign requirements, track progress, resolve issues, and support process improvements in a fast-paced, deadline-driven environment.

The role emphasizes building client relationships and providing administrative and project support across proxy campaigns to

Qualifications

• Bachelor’s degree or equivalent experience preferred.
• 5+ years of mutual fund industry and/or insurance product knowledge familiarity.
• Excellent written and oral communication skills.
• Excellent presentation skills.
• Proficient in Word, Excel, and PowerPoint.
• Ability to work under tight deadlines.
• Highly detail oriented.
• Highly organized with the ability to multi-task and prioritize.

Responsibilities

• Coordinate all phases of complex proxy campaigns from initiation to completion.
• Lead and coordinate tasks across data processing, typesetting, operations, programming, and billing.
• Maintain strong client relationships through regular outreach and visits.
• Collaborate with clients, vendors, and internal teams to meet campaign specs.
• Identify issues and drive process improvements to reduce risk.
• Participate in SER initiatives including writing specs and testing.
• Coordinate notifications and schedules with stakeholders.
• Provide adhoc administrative support with the project team.

Skills

Mutual fund knowledge

Client relationship management

Communication skills

Presentation skills

Deadline-driven

Detail orientation

Multi-tasking

Project coordination

Education

Bachelor's degree or equivalent experience

Tools

Word

Excel

PowerPoint

Job description

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.

Broadridge is hiring! We’re seeking a Client Project Administrator to join our stellar team.

The Client Project Administrator coordinates all phases of complex mutual fund proxy campaigns from inception through final delivery, ensuring accuracy, efficiency, and client satisfaction. This role partners with clients, vendors, and internal teams to manage campaign requirements, track progress, resolve issues, and support process improvements. The Client Project Administrator also maintains strong client relationships while providing administrative and project support in a fast-paced, deadline-driven environment.

Responsibilities

• Providing support for the largest, most complex proxy campaigns, coordinates campaigns from initiation to completion, executing all aspects of the campaign.
• Leads and coordinates all tasks, assuring timely completion of all aspects of a campaign including data processing, typesetting, operations, programming, billing, special handling, and tabulation.
• Maintains excellent client relationships through regular outreach activities, including client visits as required.
• Communicates, collaborates, and coordinates with clients, outside vendors, and internal colleagues to ensure all specifications and requirements are gathered and followed during the entire campaign.
• Identifies and researches issues/errors/omissions arising during a campaign, working with colleagues and management towards resolution and identifies process improvements in order to reduce and mitigate risk in the future.
• Actively participates in SER (System Enhancement) initiatives related to Mutual Fund proxy inclusive of SER/PDD writing, specifications gathering and user acceptance testing and coordination.
• Ensures and coordinates all necessary notifications regarding campaign details internally and externally in order to gather and report on estimated quantities, data, necessary approvals, and operational and production schedules.
• Working with project manager and senior project manager to provide adhoc administrative support on all proxy campaigns.

Qualifications

• Bachelor’s degree or equivalent experience preferred
• 5+ years of mutual fund industry and/or insurance product knowledge familiarity
• Excellent written and oral communication skills
• Excellent presentation skills
• Proficient in Word, Excel, and PowerPoint
• Ability to work under tight deadlines
• Highly detail oriented
• Highly organized with the ability to multi-task and prioritize

Compensation Range: The salary range for this position is between $75,000 - $85,000. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

Bonus Eligibility: Bonus Eligible

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

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.

US applicants: Click here to view the EEOC "Know Your Rights" poster.

Disability Assistance

We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.

If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to [e-mail].