Client Services Associate — Strategic Solutions

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

Benefits offered by this job

Bonus eligible

Job summary

Broadridge Financial Solutions, Inc. in the United States is seeking an Associate Client Services Representative to manage client interactions and build strong relationships with internal and external partners.

This role responds to client needs professionally and promptly in a fast-paced, high-volume environment where accuracy is essential. The ideal candidate is organized, responsive, self-motivated, and committed to delivering excellent service and exceeding client expectations.

Qualifications

• Bachelor’s degree or equivalent in a relevant field.
• 2–3 years of client service or client-facing experience.
• Ability to thrive in a fast-paced, high-pressure environment.
• Strong attention to detail with multi-tasking and prioritization.
• Excellent presentation, written, and verbal communication skills.
• Ability to build positive, productive client relationships.
• Proficiency with AI tools and Microsoft Outlook, Excel, Word, and PowerPoint.
• Strong problem-solving and critical-thinking skills.

Responsibilities

• Manage inquiries from beneficial issuer and proxy-agent clients with diplomacy and sound judgment.
• Support issuer clients and proxy agents with share-owner solicitations, data reporting, and service matters per NYSE, bank, and broker requirements.
• Advocate for beneficial clients and coordinate with internal departments to resolve issues and meet client goals.
• Keep issuer and proxy-agent clients informed about industry and regulatory changes, Broadridge process updates, and potential impacts on their business.
• Build and maintain strong issuer and proxy-agent client relationships, identifying value-added solutions.

Skills

Client service

Fast-paced environment

Attention to detail

Presentation skills

Verbal communication

Written communication

Client relationships

AI tools

MS Office

Critical thinking

Education

Bachelor’s degree or equivalent

Job description

Broadridge Financial Solutions, Inc. in the United States is seeking an Associate Client Services Representative to manage client interactions and build strong relationships with internal and external partners.

This role responds to client needs professionally and promptly in a fast-paced, high-volume environment where accuracy is essential. The ideal candidate is organized, responsive, self-motivated, and committed to delivering excellent service and exceeding client expectations.