Manager – Client Management

Jobtailor; Newark (NJ); On-site; USD 90,000 - 140,000; Full time

Job summary

Broadridge is seeking a client-focused relationship manager to lead strategic engagements with enterprise clients, delivering insights and value. You will coordinate cross-functional teams, present to senior executives, and drive governance, audits, and opportunities for automation.

In this role you will maintain strong client relationships, manage contractual obligations, and prepare strategic reports to reinforce our value proposition and long-term partnerships.

Qualifications

• Bachelor’s degree in Business or Finance; advanced degree or certifications are a plus.
• 3–7 years of experience in relationship management or business development within financial services.
• Strong interpersonal and communication skills with the ability to build client relationships.
• Strong analytical and problem-solving skills to assess client needs and develop tailored solutions.
• Ability to work independently and collaboratively in a team-oriented environment.
• Attention to detail and impeccable time management; ability to manage multiple projects.

Responsibilities

• Develop and maintain strong relationships with key enterprise clients and act as trusted advisor.
• Be the primary contact for client inquiries and issues; ensure timely resolution and high satisfaction.
• Prepare and deliver strategic presentations and client reports to reinforce value and partnerships.
• Manage existing client relationships, governance committees, contractual obligations, and issue resolution.
• Coordinate with Finance, Billing, Legal and service teams to meet client obligations.
• Assist with client-led audits requiring BPO participation and lead strategic client projects.
• Deliver client metrics and perform data trend analysis to provide insights.
• Provide analytics support to BPO Ops teams and identify opportunities for automation.
• Use data tools and BI to drive effective decision-making and grow pipeline.

Skills

Relationship Management

Business Development

Data Analysis

Client Presentations

Project Management

Education

Bachelor’s Degree in Business

Bachelor’s Degree in Finance

Tools

MSFT Office

PowerBI

Job description

• Develop and maintain strong relationships with key enterprise clients by understanding their business needs and serving as a trusted advisor.
• Act as the primary point of contact for client inquiries and issues, ensuring timely resolution and a high level of client satisfaction.
• Prepare and deliver strategic presentations and client reports that reinforce Broadridge’s value proposition and support long-term partnerships.
• Manage existing client relationships, including leading Monthly Governance Committees, contractual obligations and client issue resolution.
• Liaising Finance, Billing, Legal and other service teams to ensure client obligations are met.
• Assist with client-led audits that require BPO participation.
• Lead strategic client projects.
• Manage the creation, execution and delivery of client metrics and perform data trend analysis to provide clients with deep insights into their critical metrics.
• Provide BPO Ops teams with client analytics support.
• Find opportunities for process automation / digital transformation for BPO & clients.
• Utilize data tools and business intelligence tools to drive effective decision-making.
• Work on pipeline opportunities to help grow BPO revenue.

Requirements

• Bachelor’s degree in Business, Finance, or a related field; advanced degree or relevant certifications are a plus.
• 3–7 years of experience in relationship management or business development within financial services.
• Strong interpersonal and communication skills with the ability to build and maintain client relationships.
• Strong analytical and problem-solving skills to assess client needs and develop tailored solutions.
• Ability to work independently and collaboratively in a team-oriented environment.
• Driven, motivated and intellectually curious
• Attention to detail and impeccable time management skills - ability to manage multiple projects simultaneously
• Excellent Written & Verbal communication skills
• Ability to work with and present to Senior Executives within Broadridge and at our clients
• Ability to work under tight deadlines
• Proficient in MSFT Office, including PowerBI
• Ability to lead client meetings both in-person and virtual
• Ability to travel to clients on an as-needed basis.

Core Competencies

Demonstrates expertise in relationship management and business development within financial services, with a strong focus on client satisfaction and strategic project leadership. Proficient in data analysis and business intelligence tools to drive decision-making and enhance client engagement.

Highest-signal resume keywords

• Relationship Management
• Business Development
• Data Analysis
• Client Presentations
• Project Management

ATS Optimization Keywords

Hard Skills

• Data Trend Analysis
• Process Automation
• Digital Transformation
• Client Metrics Management
• BPO Participation

Soft Skills

• Interpersonal Skills
• Communication Skills
• Problem-Solving Skills
• Attention to Detail
• Time Management

Certifications & Qualifications

• Bachelor’s Degree in Business
• Bachelor’s Degree in Finance

Industry Keywords

• Financial Services
• Client Satisfaction
• Governance Committees
• Client Analytics
• Senior Executives

Tools & Technologies

• MSFT Office
• PowerBI