Client Project Administrator – Mutual Fund Proxy

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

Benefits offered by this job

Bonus Eligible

Job summary

Broadridge Financial Solutions is seeking a Client Project Administrator to coordinate complex mutual fund proxy campaigns from inception to delivery. You will work with clients, vendors, and internal teams to manage requirements, track progress, and resolve issues in a fast-paced, deadline-driven environment.

The role emphasizes strong communication, organization, and detail-oriented execution, with responsibilities spanning data processing, typesetting, billing, and reporting to ensure client

Qualifications

• Bachelor’s degree or equivalent experience preferred.
• 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 mutual fund proxy campaigns from initiation to completion.
• Lead and coordinate all tasks ensuring timely completion across data processing, typesetting, operations, programming, billing, and tabulation.
• Maintain excellent client relationships through regular outreach and visits.
• Communicate and coordinate with clients, vendors, and internal teams to follow specs and requirements.
• Identify and research issues/errors and drive process improvements to mitigate risk.
• Participate in SER initiatives including writing, spec gathering, and user acceptance testing.
• Ensure timely notifications and reporting for campaign details, approvals, and schedules.
• Provide ad-hoc administrative support with project managers on proxy campaigns.

Skills

Communication skills

Attention to detail

Multi-tasking

Deadline oriented

Organization

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.

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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.

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].

Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences. Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over $15 trillion in equities, fixed income, and other securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 15,000 associates in 21 countries.

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Broadridge is committed to creating an engaging workplace for the most talented associates in our industry. We are dedicated to fostering a collaborative, inclusive, and healthy environment that promotes flexibility and accountability. As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment. Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success. We believe that our associates are our most important asset. Encouraging professional development opportunities is a core part of our culture. Broadridge provides educational opportunities, including formal classes, training programs and events. To enable learning in our hybrid working model, Broadridge has redesigned all development programs for 100% virtual delivery. Our associates have access to 8,500+ online courses covering business, leadership, technical, and function-specific topics through our LinkedIn Learning program.