Client Service Rep – Consultant

Broadridge Financial Solutions, Inc.; New York (NY); On-site; USD 34,440 - 37,195; Part time

Job summary

Broadridge Financial Solutions, Inc. is seeking a temporary Client Service Rep – Consultant to oversee all aspects of shareholder meetings and ensure a seamless client experience.

The role focuses on event coordination, effective client communication, and guiding clients through the meeting process using our platform. You will coordinate internal and external resources, manage timelines, and provide consultative support with best practices.

Qualifications

• Experience in event coordination and management including shareholder meetings.
• Strong client communication skills and professional demeanor.
• Knowledge of corporate proxy rules and governance basics.

Responsibilities

• Understand Virtual Shareholder Meeting capabilities and options.
• Plan and organize events with deadlines and milestones.
• Coordinate internal and external support and vendors.
• Maintain proactive client communication via phone, email, and meetings.
• Troubleshoot issues and offer timely solutions.
• Advise clients with best practices for successful execution.
• Monitor live events and ensure timely deliverables.

Skills

Event coordination

Client communication

Vendor coordination

Stakeholder management

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 Client Service Rep – Consultant to join a stellar team. In this position, your primary focus will be to oversee all aspects of shareholder meetings, ensuring a seamless experience for clients. To excel in this role, you should bring a deep understanding of event coordination and management, corporate proxy rules, and exceptional client communication skills. You will be responsible for guiding clients through the shareholder meeting process, showcasing the capabilities of our platform, and delivering outstanding service at every step.

Responsibilities:

• Fully understanding the capabilities and options for the Virtual Shareholder Meeting product
• Plan and organize events with attention to deadlines, milestones, time constraints and any additional financial impact
• Coordinate support and responsibilities both internally and with external vendors
• Communicate regularly via phone, email and scheduled meetings to provide updates
• Troubleshoot issues real time and offer solution when necessary
• Guide clients in a consultative manner and provide best practices for successful execution
• Offer solutions to resolve problems in a timely manner
• Monitor and verify live events
• Manage client timeline to ensure all deliverables and communications are provided in a timely manner
• Complete internal tasks and operations to prepare the Virtual Shareholder Meeting on the Shareholder Meeting platform
• Work directly with internal Product Management team, Sales organization and Client Experience staff
• Communicate daily with client contacts including "C" suite

This is a temporary contract role beginning in January/February 2026, lasting through mid/late June 2026.

An extensive training program will be provided
Hours: Monday- Friday from 9 AM-6 PM ET (will require overtime)

Hourly range $25-27/hr

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

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].