At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join the Broadridge team. Broadridge is hiring! This position serves as the principal point of contact for his/her assigned clients/accounts. S/he has the mandate of making our clients lives easy and advocating for each client and ensuring the optimal outcome. The Relationship Manager (RM) will work with sales, account management and the operations team to ensure client satisfaction. Accordingly, the RM will be responsible for all things client from initial onboarding to reporting to ensuring proper and timely payment.We are made up of high performing teams that meet in person to learn and collaborate as needed. This role is considered hybrid, which means youll be assigned to a Broadridge office and given the flexibility to work remote. Responsibilities:The role of this position is to ensure proper handling for all assigned clients and manage all communications with the same. Details include, but are not limited to:
Manage and ensure timely onboarding within agreed upon SLAs.
Ensure refresh data has been received for all clients pursuant to their agreed upon schedule.
Track all filing deadlines for his/her clients and ensure timely filing.
Track all deficiency deadlines (and other claims admin requests like data integrity audits) for his/her clients and ensure timely response.
Ensure all clients data integrity audits timely and sufficiently responded to.
Ensure all deficiency responses are timely and sufficiently responded to.
Advocate for client in each case and ensure claims are maximized.
Handle all client communications in a timely and professional manner.
Ensure all correspondence and client requests are precise, simplified and value add. (e.g., serve as a liaison between claims admin request and clients to ensure that communications are clear, concise, and comprehensible)
Provide regular reporting to clients.
Ensuring and communicating proper and timely payments
Communicate all distributions should be celebrated! Ensure all distributions are sent timely to clients pursuant to SLA and are cashed by clients.
Managing contract renewal and communicating to and with Account Management
Develop a strong understanding of Broadridge and the scope of the company.
Ability to independently identify areas of improvement in client relationships.
Strong understanding of Class Actions and other areas relative to Broadridge/Client Relationship
Ability to identify and engage appropriate internal departments to complete client task or project.
Help to foster strong relationships with clients by coordinating and leading reoccurring calls and client meetings such as business reviews.
Partner internally to continually add efficiency to the day-to-day processes as well as to increase client satisfaction.
Acts as a role model to other associates in consistent implementation of best practices with regards to client interactions, departmental procedures, and subject matter expertise.
Leverages experience to support the developmental needs of fellow associates.
Requirements:
5+ years of class action experience.
5+ years of project management, client management and/or account management experience.
Excellent writing and oral communication skills.
Experience with securities trading preferred.
Proficient in all MS Office Applications MS Word, MS Excel, MS Power point, Visio.
Compensation & Benefits:
Salary: $85,000-$100,000 depending on experience
Bonus Eligibility: Annual bonus
Paid Time off: FlexPTO
Benefits: Medical, dental, life, and vision insurance. 401k w/ match, parental leave, and more. Medical insurance starts immediately upon hire. For more information please visit www.broadridgebenefits.com
Broadridge associates helped us envision our Connected Workplace - a work model that allows associates around the globe, dependent upon their role responsibilities, to take advantage of the benefits of both on-site and off-site work to support our clients, one another, and the communities where we live and work. Our Connected Workplace is grounded in the concept of FACS: Flexible, Accountable, Connected, and Supported, which is our commitment to our associates. FACS supports our strong culture and allows us to achieve business goals while supporting meaningful work-life integration for our associates.We are dedicated to fostering a diverse, equitable, and inclusive environment and committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates can only do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a companyand ultimately a communitythat recognizes and celebrates diversity in all its dimensions.Disability Assistance We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.US applicants: Clickhere (https://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm) to view the "EEO is the Law" poster.If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to BRcareers@broadridge.com .Broadridge Financial Solutions, Inc. (NYSE: BR) , is a global Fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference (https://www.broadridge.com/about/sustainability/) . Our unique culture is guided by the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications . A certified Great Place to Work, Broadridge is part of the S&P 500 Index, employing over 14,000 associates in 21 countries.Hear from our associates how Broadridge has maintained its culture since the shift to a remote and hybrid working model. LinkedIn (https://www.linkedin.com/company/broadridge-financial-solutions/mycompany/) Facebook Instagram (https://www.instagram.com/accounts/login/?next=/broadridgecareers/) Twitter YouTube (https://www.youtube.com/channel/UCtvrrt99KXBkMsFd7xgpoig) Glassdoor The Muse (https://www.themuse.com/profiles/broadridge) Broadridge is committed to creating an engaging workplace for the most talented associates in our industry. On and off-site working provides flexibility by balancing the needs of our clients, teams, and associates. Our Connected Workplace is grounded in the following concepts: Flexible, Accountable, Connected, and Supported. This approach allows us to achieve business goals while supporting meaningful work-life integration for our associates. Broadridges high-performance teams thrive in a culture based on trust and mutual respect that emphasizes outcomesrather than how, when, and where work is done.We are dedicated to fostering a diverse, equitable, inclusive, and healthy environment. As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment. Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success.Our goal is to ensure our associates at every level of the organization represent the diversity of the clients we serve and the communities in which we work. We pursue both top-down and bottom-up approaches to advancing diversity, equity, and inclusion initiatives and values into our culture. This is reflected in the varying backgrounds of our over 14,000 associates working in 21 countries around the globe.Learn about our DEI Program here (https://www.broadridge.com/about/diversity-equity-inclusion) .We believe that our associates are among our most important assets. Encouraging professional development opportunities is a core part of our culture. Broadridge provides educational opportunities, including formal classes, training programs and events. To enable learning in our Connected Workplace where associates may be working on-site, off-site, or using a hybrid model, Broadridge has redesigned all development programs for 100% virtual delivery. Our associates have access to 8,500+ online courses covering business, leadership, technical, and function-specific topics through our LinkedIn Learning program.
