AVP, Client Services – Valuations
ServiceLink
Client Services Manager
Broadridge
full-time
Posted on:
Location Type: Hybrid
Location: Pittsburgh • Pennsylvania • 🇺🇸 United States
Visit company websiteSalary
💰 $70,000 - $95,000 per year
Job Level
Mid-LevelSenior
Tech Stack
SQL
About the role
- Manage the delivery of contracted services to clients to ensure that SLAs (service level agreements) and KPIs (key performance indicators) as defined in the relevant contracts are met or exceeded.
- Build and maintain strong client relationships and provide day-to-day client advice and support.
- Serve as the key point of contact for multiple Broadridge clients, increasing adoption of our products and services, ensuring retention and a high level of customer satisfaction.
- Collaborate closely with clients to understand their needs, goals, and challenges, and provide strategic solutions to meet those requirements.
- Work in partnership with Broadridge teams to ensure the seamless execution of services and deliverables.
- Own, drive, and track inquiries and issues to successful resolution.
- Monitor project progress and performance to ensure deliverables meet client expectations and deadlines.
- Identify opportunities to enhance client service and offer enhancements that improve client experiences.
- Continuously find ways to streamline processes, enhance training documentation, and improve product adoption.
- Collaborate with product development teams to identify new system enhancements, modules, and services.
- Promote the organization's capabilities to clients, identifies sales opportunities to be forwarded to the account managers and achieves contract extensions or additional business within the account(s).
Requirements
- Bachelor’s degree in Business, Finance, or a related discipline
- 5+ years of experience in client service, relationship management, or operations within financial services, fintech, or technology sectors
- Prior SQL and database experience preferred
- Understanding of the financial services industry and mutual fund/ETF distribution channels are a plus
- Strong problem-solving and analytical capabilities, with attention to detail and process improvement focus
- Excellent communication, interpersonal, and presentation skills
- Proven ability to manage multiple priorities and build strong relationships with stakeholders at all levels.
Benefits
- Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
SQLdatabase managementproject managementprocess improvementdata analysis
Soft skills
client relationship managementproblem-solvinganalytical skillsattention to detailcommunication skillsinterpersonal skillspresentation skillsstakeholder management
Certifications
Bachelor’s degree in BusinessBachelor’s degree in Finance
