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Broadridge
Broadridge
H1B Visa SponsorConsultingInsuranceLogistics
Broadridge develops technology and operational solutions for the financial services industry. Its platform and services support asset managers, institutional investors, and other financial organizations with capital markets operations, investor and customer communications, data management, analytics, portfolio administration, regulatory processes, and operational risk. The company also serves adjacent sectors including consumer finance, insurance, and telecommunications, helping organizations coordinate complex information flows, improve oversight, and run essential business processes more efficiently.
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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.

USUnited StatesNYNew York
$30 – $33 / hour
HybridFull-timeMiddleSeniorEnglish RequiredClient ServicesClient Services Representative

Description

  • 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

Requirements

  • 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

Benefits

  • 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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