Senior Client Advocate & Service Lead

Broadridge Financial Solutions; Edgewood (NY); On-site; USD 103,155,000 - 114,616,000; Full time

Job summary

Broadridge Financial Solutions in Deer Park, NY is seeking a Senior Client Relationship Administrator to manage daily service delivery for an assigned group of clients. You will interact with clients daily, through email and some phone calls, communicating status updates, providing resolutions to research items, problem solving, and escalating urgent items as needed.

You will also manage data and provide regular reports on metrics using Excel, PowerPoint, etc.

Qualifications

• Bachelor's Degree preferred.
• Mastery of MS Office suite of products.
• Minimum of 3 years of experience in client service and/or sales-related roles, with brokerage industry knowledge preferred.
• Strong organizational, verbal, and written communication skills.
• Ability to prioritize, multitask, and follow through with different internal teams to meet deadlines.
• Highly adaptable and team-oriented.
• A self-starter with the capability to thrive in a dynamic working environment.

Responsibilities

• Act as a Client Advocate and interface among all departments on the clients' behalf.
• Understand and assist the client with market complexities (e.g. SEC regulations, NYSE, etc.).
• Provide timely and accurate updates to clients for inquiries and issues, including proactive updates to projects.
• Engage clients and assist them through the suite of electronic products the department supports, explaining in a way that is clear and easy to understand.
• Utilizing Microsoft Excel, PowerPoint, Word to provide metrics data to clients and internal teams.
• Managing SLAs (Service Level Agreements) for clients according to their individual contracts.

Skills

Client service

Communication skills

Multitasking

Team-oriented

Self-starter

Education

Bachelor's degree

Tools

MS Office

Job description

Broadridge Financial Solutions in Deer Park, NY is seeking a Senior Client Relationship Administrator to manage daily service delivery for an assigned group of clients. You will interact with clients daily, through email and some phone calls, communicating status updates, providing resolutions to research items, problem solving, and escalating urgent items as needed.

You will also manage data and provide regular reports on metrics using Excel, PowerPoint, etc.