Associate Client Service Administrator (Hybrid - Flexible Options)

Broadridge · Other US Location

Company

Broadridge

Location

Other US Location

Type

Full Time

Job Description

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team.

Broadridge is hiring! We are seeking an Associate Client Service Administrator to join our dynamic team! As the Client Service Administrator (CSA), you will work closely with relationship managers and members of the management team to perform research and analysis and/or manage client activities.

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 you'll be assigned to a Broadridge office and given the flexibility to work remote.

Responsibilities:

  • Prepare and issue service instructions to various operating units based on clients' requests
  • Ensure timely receipt from the appropriate sources of information, raw material and other inputs needed to successfully execute clients' services
  • Maintain functional knowledge of Broadridge' s processes, systems and products
  • Ensure effective delivery of clients' monthly reports
  • Resolve client issues and conduct research by working directly with other functional units
  • Intercede and resolve client or shareholder inquires quickly and accurately
  • Work independently or with the Relationship Manager to ensure proper follow-through on clients' requests
  • Ensure timely funding of services (i.e. dividends and advance postage)
  • Perform reconciling activities
  • Serve as a mentor, coach, and team mate for other Client Service Administrators within the team
  • Assist clients with special projects, expediting transactions, troubleshooting, problem solving, and servicing of all clients' shareholder accounts
  • Attend client annual meetings, closings, and account planning sessions as required

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: Click here to view the "EEO is the Law" poster. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation in the event you are unable or limited in your ability to use or access the Company's career webpage because of your disability. You may request a reasonable accommodation(s) by calling 888-237-7769 or by sending an email to [email protected].

Date Posted

02/13/2023

Views

5

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