Serve as the primary point of contact for bank and broker clients, owning requests and issues from initial inquiry through resolution
Diagnose and resolve complex client challenges involving products, data, and operational workflows
Translate complex or technical concepts into clear, actionable communication
Strategic Relationship Management
Build trusted relationships with clients by demonstrating deep understanding of their business, priorities, and constraints
Lead structured client discussions that go beyond status updates to focus on insights, risks, and opportunities
Contribute insights and recommendations that improve client outcomes and operational performance
Process Execution & Optimization
Execute within established operational processes with a high degree of accuracy and accountability
Identify inefficiencies, recurring issues, or gaps in workflows and proactively recommend improvements
Follow established processes while using sound judgment to resolve exceptions and escalate when appropriate
Cross-Functional Collaboration
Partner with internal teams (product, operations, technology) and external clients to resolve issues and implement changes
Coordinate and support the execution of service, product, and workflow updates from planning through implementation
Ensure clear communication and alignment across stakeholders to support successful execution of initiatives
Requirements
Strong analytical and problem-solving skills with the ability to break down complex issues quickly
Demonstrated ability to learn new systems and products with speed and depth
High attention to detail with the ability to consistently execute within structured processes
Intellectual curiosity and willingness to challenge assumptions or dig deeper when needed
Clear, concise communicator who can tailor messaging to both technical and non-technical audiences
Comfortable managing multiple priorities in a fast-paced, deadline-driven environment
Ability to operate independently while knowing when to escalate or collaborat
Bachelor's degree or equivalent professional experience
2+ years of experience in client service, account management, fintech, or financial services
Proven ability to quickly develop a deep understanding of financial products and confidently interpret and communicate complex concepts
Proficiency in Excel, Outlook, PowerPoint, and business tools, with the ability to analyze information, organize insights, and communicate clearly
Compensation Range: The hourly salary range for this position is between $28.00- $30.00 USD.
Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Bonus Eligibility: Bonus Eligible
Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings for this role.
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Use of AI in Hiring
Benefits
Performance bonus
Additional Information
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team.
Broadridge is seeking a Client Relations Administrator to support Bank and Broker clients within the Proxy business. This role combines client service, operational problem-solving, and cross-functional coordination, and is designed for someone who can quickly learn complex financial processes and apply that knowledge to resolve client issues and improve outcomes.
The role involves serving as a key point of contact for clients, managing and resolving complex issues, supporting operational and service changes, and contributing to initiatives that improve how we deliver our products. Success in this role requires strong analytical thinking, attention to detail, and the ability to make sound decisions in structured, fast-paced environments.
Broadridge · Edgewood, NY