Hybrid Client Relations Specialist | Fintech Support

Broadridge Financial Solutions, Inc.; New York (NY); Hybrid; USD 37,000 - 41,000; Full time

Benefits offered by this job

Annual bonus

Job summary

Broadridge Financial Solutions, Inc. is seeking a Client Relations Administrator in a hybrid role in Edgewood, NY. You will support bank and broker clients within the Proxy business, owning requests, diagnosing issues, and driving resolution while coordinating cross-functional teams.

The role emphasizes strong analytical thinking, attention to detail, and the ability to communicate complex concepts clearly in a fast-paced environment. A Bachelor's degree or equivalent experience is required.

Qualifications

• 2+ years of experience in client service, account management, fintech, or financial services
• Proficiency in Excel, Outlook, PowerPoint, and business tools; ability to analyze information and communicate clearly
• Bachelor’s degree or equivalent professional experience
• Strong analytical and problem-solving skills with attention to detail

Responsibilities

• Serve as the primary point of contact for bank and broker clients, owning requests and issues from inquiry through resolution
• Diagnose and resolve complex client challenges involving products, data, and operational workflows
• Translate complex concepts into clear, actionable communication
• Lead structured client discussions focusing on insights, risks, and opportunities
• Coordinate and support service, product, and workflow updates from planning through implementation

Skills

Client service

Account management

Financial services knowledge

Analytical thinking

Education

Bachelor’s degree or equivalent

Tools

Excel

Outlook

PowerPoint

Business tools

Job description

Broadridge Financial Solutions, Inc. is seeking a Client Relations Administrator in a hybrid role in Edgewood, NY. You will support bank and broker clients within the Proxy business, owning requests, diagnosing issues, and driving resolution while coordinating cross-functional teams.

The role emphasizes strong analytical thinking, attention to detail, and the ability to communicate complex concepts clearly in a fast-paced environment. A Bachelor's degree or equivalent experience is required.