Senior Project Manager, Digital and Client Experience
TIAA
Client Project Administrator
Broadridge
full-time
Posted on:
Location Type: Hybrid
Location: Edgewood • New York • 🇺🇸 United States
Visit company websiteSalary
💰 $26 - $28 per hour
Job Level
JuniorMid-Level
About the role
- Work collectively with SHM Relationship Administrators to coordinate all aspects of client campaigns
- Learn and complete Broadridge tasks with high accuracy such as job setups, quantity verifications, DDS print requests, file and change loads, host and post e-mails while being able to assist other teams during busy periods
- Conduct thorough data QC verifications on all quarterly business reviews
- Be available to participate in Broadridge disaster recovery testing outside normal business hours
- Facilitate Streetlink mailings on behalf of our clients
- Build and/or QC client mailing affidavits and QBR’s
- Complete client reporting on a monthly basis
Requirements
- 2+ years of experience working in a Client Support position
- Experience in the financial industry required
- Strong experience in Microsoft Excel, specifically Pivot Tables and V-Lookups
- Knowledge of Proxy Plus, WMS and ICS Online a plus
- Strong organizational, verbal, and written communication skills required
- Ability to prioritize, multitask and follow through with different internal teams to meet deadlines
- A self-starter with the capability to thrive in a dynamic working environment
- Highly adaptable and team-oriented
- Values being part of a diverse team
- Some schedule flexibility may be required
Benefits
- Health insurance
- Paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data QC verificationsMicrosoft ExcelPivot TablesV-Lookups
Soft skills
organizational skillsverbal communicationwritten communicationprioritizationmultitaskingself-starteradaptabilityteam-oriented
