Client Services Lead, Virtual Meetings

Broadridge; Town of Hunter (NY); On-site; USD 85,962,000 - 96,421,000; Full time

Benefits offered by this job

Bonus Eligible

Job summary

Broadridge is seeking a Client Service Rep to support Virtual Shareholder Meeting events. You will partner with clients, internal teams, and vendors to manage timelines, coordinate services, and deliver world-class service.

Responsibilities include planning events, maintaining timelines, and ensuring on-time deliverables, with opportunities for occasional onsite support and interaction with senior client stakeholders.

Qualifications

• Strong organizational, planning, and time-management skills.
• Exceptional attention to detail and commitment to data accuracy.
• Clear, professional written and verbal communication skills.
• Client-focused mindset with the ability to set expectations and build trust.
• Ability to manage multiple concurrent events, priorities, and deadlines in a fast-paced environment.
• Sound judgment, problem-solving ability, and comfort responding to time-sensitive issues.
• Collaborative approach to working with cross-functional teams and external partners.
• Ability to learn product capabilities, operational processes, and evolving technology enhancements.

Responsibilities

• Develop and maintain a thorough understanding of the Virtual Shareholder Meeting capabilities, service options, and processes.
• Plan and organize client events with close attention to deadlines, milestones, time constraints, dependencies, and potential financial impacts.
• Manage client timelines to ensure deliverables, communications, approvals, and event requirements are completed accurately and on time.
• Coordinate event support, responsibilities, and logistics across internal teams and external vendors.
• Communicate regularly through phone, email, and meetings to provide status updates, establish expectations, and prepare clients for the annual general meeting.
• Build strong client relationships by understanding client needs, expectations, and priorities, including regular communication with senior and C-suite contacts.
• Guide clients consultatively, recommend best practices, and help ensure the successful execution of their meetings.
• Troubleshoot issues in real time and identify practical solutions to resolve client, vendor, or operational concerns.
• Monitor and verify live events, escalating issues as appropriate and supporting prompt resolution throughout the meeting lifecycle.
• Maintain client oversight by ensuring the accuracy of VSM information.
• Test and verify future product development enhancements and provide feedback to support service quality.
• Work closely with Product Management, Sales, Client Experience, and other internal partners to coordinate client needs and enhance the overall service experience.
• Provide occasional onsite support for client events as business needs require.

Skills

Organizational skills

Attention to detail

Communication

Client-focused

Event management

Problem solving

Collaborative

Learning ability

Tools

Event-management platforms

Job description

Broadridge is seeking a Client Service Rep to support Virtual Shareholder Meeting events. You will partner with clients, internal teams, and vendors to manage timelines, coordinate services, and deliver world-class service.

Responsibilities include planning events, maintaining timelines, and ensuring on-time deliverables, with opportunities for occasional onsite support and interaction with senior client stakeholders.