Senior Client Relationship Advocate (Hybrid)

Broadridge Financial Solutions; Deer Park (NY); Hybrid; USD 50,000 - 55,000; Full time

Benefits offered by this job

Bonus eligible

Hybrid work model

Job summary

Broadridge Financial Solutions in Deer Park, NY is seeking a Senior Client Relationship Administrator to oversee daily service delivery for a designated group of clients. You will interact with clients via email and calls, provide issue resolutions, and escalate urgent items as needed.

You will also prepare metrics using Excel, PowerPoint, and Word, and coordinate with internal teams. This is a hybrid role (2 days in the Deer Park office and 3 days remote) focusing on delivering high client

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 relations

Communication

Organizational skills

Multitasking

Team collaboration

Education

Bachelor's Degree preferred

Tools

MS Office

Excel

PowerPoint

Word

Job description

Broadridge Financial Solutions in Deer Park, NY is seeking a Senior Client Relationship Administrator to oversee daily service delivery for a designated group of clients. You will interact with clients via email and calls, provide issue resolutions, and escalate urgent items as needed.

You will also prepare metrics using Excel, PowerPoint, and Word, and coordinate with internal teams. This is a hybrid role (2 days in the Deer Park office and 3 days remote) focusing on delivering high client