Client Service Manager

Broadridge Financial Solutions, Inc.; Boston (MA); Hybrid; USD 70,000 - 95,000; Full time

Job summary

Broadridge Financial Solutions, Inc. is seeking a Client Service Manager in a hybrid Boston office. You will engage with internal and external stakeholders to address client needs professionally and exceed expectations.

The role requires a collaborative, organized, self-motivated professional with a strong customer focus. You will work with cross-functional teams and manage client projects from start to finish, delivering exceptional results.

Qualifications

• 3+ years in client services or account management in the financial industry.
• Excellent written and verbal communication.
• Ability to multi-task in a fast-paced environment.
• Proactive in bringing new ideas and process improvements.
• Proficient in Microsoft Office applications.

Responsibilities

• Establish and maintain productive, professional relationships with clients to drive satisfaction.
• Serve as primary point of contact and escalation for assigned clients.
• Manage client needs from inception through resolution with timely updates.
• Collaborate cross-functionally to communicate requirements and set expectations.
• Anticipate client needs and suggest opportunities to meet business goals.
• Track client projects using internal tools to ensure progress.
• Prepare and deliver business reviews with insights and takeaways.
• Maintain positive relationships with third-party partners.

Skills

Client services

Account management

Communication skills

Time management

Microsoft Office

Education

BA/BS degree

Tools

Microsoft Office (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 growing! We are seeking a dedicated and enthusiastic Client Service Manager to join our team. This role engages with both internal and external stakeholders to address client needs professionally and. The ideal candidate is a collaborative team player who is self-motivated, highly organized, and committed to delivering exceptional results. This position requires a dynamic, responsive individual with a strong customer focus and a desire to exceed client expectations.

We are made up of high performing teams that meet in person to learn and collaborate as needed. This role is considered hybrid, which means you’ll be assigned to the Broadridge office and given the flexibility to work from home.

Responsibilities

• Establish and maintain productive, professional relationships with clients by providing exceptional support, service, and value to drive overall satisfaction.
• Serve as the primary point of contact and escalation for assigned clients, ensuring consistent and transparent communication.
• Manage client needs and issues from inception through resolution, providing proactive updates and timely follow-ups.
• Collaborate cross-functionally with internal teams to communicate client requirements, set clear expectations, and ensure seamless execution.
• Anticipate needs and proactively suggest opportunities that help clients achieve their business goals.
• Track and monitor client projects using internal tools and reports to ensure timely and efficient progression.
• Prepare and deliver business reviews to clients, partnering with internal teams to gather insights and key takeaways.
• Build and maintain positive relationships with third-party partners and stakeholders.

Qualifications

• BA/BS degree required.
• Minimum of 3 years in a client services or account management role within the financial industry.
• Excellent written and verbal communication skills, with strong attention to detail.
• Ability to adapt and respond quickly to diverse client requests.
• Proven ability to multi-task, prioritize, and manage time in a fast-paced environment.
• Intellectual curiosity and willingness to learn new skills and tools.
• Proactive in bringing new ideas and implementing process improvements.
• Intermediate to advanced proficiency in Microsoft Office (Word, Excel, PowerPoint).

Salary range $70,000.00- $95,000.00. Bonus Eligible.

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.

All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable.

The deadline to apply for this role is 1/15/2026.

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].