Hybrid Client Success Manager – Financial Services

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

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.