Senior Client Relations Administrator
Broadridge
full-time
Posted on:
Location Type: Hybrid
Location: Edgewood • New York • United States
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Salary
💰 $30 - $35 per hour
Job Level
About the role
- Serve as the day-to-day contact for assigned PTV clients, fostering trusted partnerships and ensuring consistent, high-quality client experience.
- Act as the primary liaison between clients, internal teams (Product, Operations, Technology, and Compliance), and external partners to ensure seamless communication and delivery.
- Proactively manage client expectations, address inquiries, and resolve escalations with professionalism and urgency.
- Oversee daily and cyclical workflows related to PTV servicing, including data validation, reporting oversight, and production deployment coordination.
- Attend weekly client engagement calls to review progress, discuss issues, and ensure alignment on deliverables.
- Track and manage issues or data anomalies, ensuring timely resolution and transparent client communication.
- Coordinate UAT testing and production deployment activities across clients and internal teams to ensure accuracy and compliance.
- Maintain and enhance PTV client runbooks for documentation, sustainability, and scalability.
- Ensure data integrity and reporting accuracy to support clients’ stewardship and regulatory obligations.
- Partner with internal stakeholders to streamline workflows and improve efficiency across Client Services, Product, and Development teams.
- Identify opportunities to enhance client solutions, strengthen product adoption, and improve operational processes.
- Contribute to cross-functional initiatives that modernize PTV delivery and elevate client satisfaction.
- Support onboarding and mentoring new associates, sharing best practices in client servicing and stewardship operations.
- Promote a culture of collaboration, accountability, and proactive problem-solving across the team.
Requirements
- Experience in client relationship management, proxy governance, stewardship, or institutional account servicing.
- Familiarity with shareholder voting, proxy operations, or financial market operations—experience with Pass-Through Voting preferred.
- Strong organizational, analytical, and communication skills with exceptional attention to detail.
- Proven ability to manage multiple priorities and deliver under tight deadlines.
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook); advanced Excel skills preferred.
- Self-starter with strong accountability, professionalism, and a client-first mindset.
Benefits
- Comprehensive benefit offerings
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data validationreporting oversightproduction deploymentUAT testingdata integrityregulatory complianceclient relationship managementproxy governancefinancial market operationsadvanced Excel skills
Soft skills
organizational skillsanalytical skillscommunication skillsattention to detailproblem-solvingaccountabilityprofessionalismclient-first mindsetcollaborationmentoring