Senior Client Relations Administrator
Broadridge
full-time
Posted on:
Location Type: Hybrid
Location: Andover • Connecticut, Maryland, Massachusetts, New Jersey, New York, Pennsylvania, Rhode Island, Virginia • 🇺🇸 United States
Visit company websiteSalary
💰 $35 - $40 per hour
Job Level
Senior
About the role
- Partners with clients to coordinate the composition of mutual fund/ETF regulatory documents within client defined and SEC mandated SLA’s.
- Ensures final documents are signed off and approved by the client for distribution.
- Establishes productive, professional client relationships through unparalleled support, service and value to drive client satisfaction.
- Owns and addresses client needs and issues from inception to resolution, provides updates and follow ups as needed.
- Proactively partners with internal teams to communicate client requirements and turnaround time expectations.
- Ability to anticipate client needs and proactively reaches out to discuss opportunities that may help the client achieve goals.
- Actively tracks client projects, updating and monitoring internal reports to ensure the timely and efficient progression of each project.
- Creates and presents business reviews to clients.
- Subject matter expertise in the areas of regulatory document composition, SEC regulations and Broadridge systems.
- Serves as the primary point of contact for assigned clients.
Requirements
- BA/BS required
- 5-7 years of experience in a Client Services role within the financial services industry
- Document composition and filing experience for mutual funds and/or ETFs
- Excellent written and verbal communication skills, with a strong attention to detail
- Self-motivator who can adapt/respond to different types of requests on-the-go
- Intellectual curiosity for learning new skills and tools
- Ability to bring new ideas and help build more efficient processes
- Experience in a fast-paced working environment and the ability to multi-task, prioritize and manage time effectively
- Intermediate/Advanced skills with Microsoft Office, JIRA, and other tools/applications
Benefits
- Comprehensive benefit offerings
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
document compositionfiling experienceregulatory document compositionSEC regulations
Soft skills
client relationship managementcommunication skillsattention to detailself-motivatoradaptabilityintellectual curiosityproblem-solvingmulti-taskingtime management
Certifications
BABS