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Client Service Representative - Virtual Shareholder Meetings
Support Broadridge clients throughout Virtual Shareholder Meetings, coordinating timelines, vendors, live events, and issue resolution. This hybrid role is based in Edgewood, New York.
विवरण
- Build working knowledge of Virtual Shareholder Meeting capabilities, service options, and operating procedures
- Plan and coordinate client events while tracking deadlines, milestones, dependencies, time constraints, and possible financial effects
- Own client timelines, deliverables, communications, approvals, and event requirements
- Coordinate event responsibilities, support activities, and logistics among internal teams and external vendors
- Communicate with clients through phone calls, email, and scheduled meetings
- Develop trusted relationships with clients, including senior leaders and C-suite contacts
- Advise clients on a consultative basis and recommend effective practices
- Diagnose live issues and address client, vendor, and operational concerns
- Monitor and validate live events, escalating problems and helping drive timely resolution
- Keep Virtual Shareholder Meeting information accurate and up to date
- Evaluate upcoming product enhancements and share feedback on service quality and operational preparedness
- Partner with Product Management, Sales, Client Experience, and other internal stakeholders
- Support occasional onsite client events when business requirements call for it
आवश्यकताएँ
- Demonstrated strength in organization, planning, and time management
- Exceptional attention to detail with a strong commitment to data accuracy
- Clear and professional written and verbal communication abilities
- Client-centered approach with the ability to establish expectations and earn trust
- Ability to handle multiple events, priorities, and deadlines simultaneously in a fast-paced setting
- Good judgment and effective problem-solving skills
- Comfort addressing issues that require a time-sensitive response
- Collaborative working style with cross-functional teams and external partners
- Ability to learn product features, operating procedures, and evolving technology enhancements
- Preferred experience in client service, event coordination, project coordination, or operations-focused work
- Preferred experience engaging senior client stakeholders and overseeing high-visibility deliverables
- Preferred comfort using internal systems, data-entry tools, and event-management platforms
- Preferred availability for occasional onsite events and time-sensitive live meeting support
लाभ
- Eligibility for bonus compensation
- Comprehensive benefits offerings
- Paid sick leave for Colorado employees in accordance with the Colorado Healthy Families and Workplaces Act
- Other benefits required by applicable law
- Equal employment opportunity and reasonable accommodations throughout the application and hiring process
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