Client Relations Administrator (Hybrid)

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

Benefits offered by this job

Bonus Eligible

Job summary

Broadridge is seeking a Client Relations Administrator to support Bank and Broker clients within the Proxy business. This role blends client service, problem-solving, and cross-functional coordination to resolve issues and improve outcomes.

Responsibilities include owning client inquiries, diagnosing challenges, and communicating complex concepts clearly. The position requires 2+ years in client service, proficiency in Excel/Outlook/PowerPoint, and a bachelor’s degree or equivalent experience.

Qualifications

• 2+ years of client service or related fintech experience.
• Bachelor's degree or equivalent professional experience.
• Proficiency in Excel, Outlook, PowerPoint and business tools.
• Ability to learn complex financial processes quickly.

Responsibilities

• Serve as the primary point of contact for bank and broker clients, owning requests and issues from initial inquiry through resolution.
• Diagnose and resolve complex client challenges involving products, data, and operational workflows.
• Translate complex or technical concepts into clear, actionable communication.
• Build trusted relationships with clients by demonstrating deep understanding of their business, priorities, and constraints.
• Lead structured client discussions that focus on insights, risks, and opportunities.
• Contribute insights and recommendations that improve client outcomes and operational performance.
• Execute within established operational processes with a high degree of accuracy and accountability.
• Identify inefficiencies, recurring issues, or gaps in workflows and proactively recommend improvements.
• Follow established processes while using sound judgment to resolve exceptions and elevate when appropriate.
• Partner with internal teams and external clients to resolve issues and implement changes.
• Coordinate and support the execution of service, product, and workflow updates from planning through implementation.

Skills

Client service

Fintech

Financial services

Education

Bachelor's degree or equivalent

Tools

Excel

Outlook

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 seeking a Client Relations Administrator to support Bank and Broker clients within the Proxy business. This role combines client service, operational problem-solving, and cross-functional coordination, and is designed for someone who can quickly learn complex financial processes and apply that knowledge to resolve client issues and improve outcomes.

The role involves serving as a key point of contact for clients, managing and resolving complex issues, supporting operational and service changes, and contributing to initiatives that improve how we deliver our products. Success in this role requires strong analytical thinking, attention to detail, and the ability to make sound decisions in structured, fast-paced environments.

Responsibilities:

Client Ownership & Problem Solving

• Serve as the primary point of contact for bank and broker clients, owning requests and issues from initial inquiry through resolution
• Diagnose and resolve complex client challenges involving products, data, and operational workflows
• Translate complex or technical concepts into clear, actionable communication

Strategic Relationship Management

• Build trusted relationships with clients by demonstrating deep understanding of their business, priorities, and constraints
• Lead structured client discussions that go beyond status updates to focus on insights, risks, and opportunities
• Contribute insights and recommendations that improve client outcomes and operational performance

Process Execution & Optimization

• Execute within established operational processes with a high degree of accuracy and accountability
• Identify inefficiencies, recurring issues, or gaps in workflows and proactively recommend improvements
• Follow established processes while using sound judgment to resolve exceptions and elevate when appropriate

Cross-Functional Collaboration

• Partner with internal teams (product, operations, technology) and external clients to resolve issues and implement changes
• Coordinate and support the execution of service, product, and workflow updates from planning through implementation
• Ensure clear communication and alignment across stakeholders to support successful execution of initiatives

Qualifications:

• 2+ years of experience in client service, account management, fintech, or financial services
• Proven ability to quickly develop a deep understanding of financial products and confidently interpret and communicate complex concepts
• Proficiency in Excel, Outlook, PowerPoint, and business tools, with the ability to analyze information, organize insights, and communicate clearly
• Bachelor's degree or equivalent professional experience
• Strong analytical and problem-solving skills with the ability to break down complex issues quickly
• Demonstrated ability to learn new systems and products with speed and depth
• High attention to detail with the ability to consistently execute within structured processes
• Intellectual curiosity and willingness to challenge assumptions or dig deeper when needed
• Clear, concise communicator who can tailor messaging to both technical and non-technical audiences
• Comfortable managing multiple priorities in a fast-paced, deadline-driven environment
• Ability to operate independently while knowing when to elevate or collaborate

Compensation Range:

The salary range for this position is between $27/hr - $30/hr USD. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, international locations and education.

Bonus Eligibility: Bonus Eligible

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

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Salary Range

• Requisition Compensation Range - Minimum
• 25.68
• Requisition Compensation Range - Maximum
• 41.4
• Bonus Eligible:
• Bonus - World Class Service Bonus, 1,250.00 USD Annual

Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

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