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Manager – Client Management
BroadridgeClient Management Manager at Broadridge developing key client relationships and managing strategic projects. Fostering client satisfaction through proactive engagement and tailored solutions in financial services.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in relationship management and business development within financial services, with a strong focus on client satisfaction and strategic project leadership. Proficient in data analysis and business intelligence tools to drive decision-making and enhance client engagement.
Highest-signal resume keywords
Relationship ManagementBusiness DevelopmentData AnalysisClient PresentationsProject Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data Trend AnalysisProcess AutomationDigital TransformationClient Metrics ManagementBPO Participation
Soft Skills
Interpersonal SkillsCommunication SkillsProblem-Solving SkillsAttention to DetailTime Management
Tools & Technologies
MSFT OfficePowerBI
Certifications & Qualifications
Bachelor’s Degree in BusinessBachelor’s Degree in Finance
Industry Keywords
Financial ServicesClient SatisfactionGovernance CommitteesClient AnalyticsSenior Executives
About the role
Key responsibilities & impact- Develop and maintain strong relationships with key enterprise clients by understanding their business needs and serving as a trusted advisor.
- Act as the primary point of contact for client inquiries and issues, ensuring timely resolution and a high level of client satisfaction.
- Prepare and deliver strategic presentations and client reports that reinforce Broadridge’s value proposition and support long-term partnerships.
- Manage existing client relationships, including leading Monthly Governance Committees, contractual obligations and client issue resolution.
- Liaising Finance, Billing, Legal and other service teams to ensure client obligations are met.
- Assist with client-led audits that require BPO participation.
- Lead strategic client projects.
- Manage the creation, execution and delivery of client metrics and perform data trend analysis to provide clients with deep insights into their critical metrics.
- Provide BPO Ops teams with client analytics support.
- Find opportunities for process automation / digital transformation for BPO & clients.
- Utilize data tools and business intelligence tools to drive effective decision-making.
- Work on pipeline opportunities to help grow BPO revenue.
Requirements
What you’ll need- Bachelor’s degree in Business, Finance, or a related field; advanced degree or relevant certifications are a plus.
- 3–7 years of experience in relationship management or business development within financial services.
- Strong interpersonal and communication skills with the ability to build and maintain client relationships.
- Strong analytical and problem-solving skills to assess client needs and develop tailored solutions.
- Ability to work independently and collaboratively in a team-oriented environment.
- Driven, motivated and intellectually curious
- Attention to detail and impeccable time management skills - ability to manage multiple projects simultaneously
- Excellent Written & Verbal communication skills
- Ability to work with and present to Senior Executives within Broadridge and at our clients
- Ability to work under tight deadlines
- Proficient in MSFT Office, including PowerBI
- Ability to lead client meetings both in-person and virtual
- Ability to travel to clients on an as-needed basis.
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities