Client Relationship Manager (Hybrid)

Posted 4 Days Ago
Be an Early Applicant
El Dorado Hills, CA
65K-68K Annually
1-3 Years Experience
Fintech • Financial Services
The Role
The Client Relationship Manager at Broadridge will maintain exceptional client relationships, resolve service issues, plan production runs, conduct strategic business reviews, and implement client changes. This role also involves engaging with clients at various levels and participating in process improvement initiatives.
Summary Generated by Built In

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 growing! We are seeking a Client Relationship Manager to join our team. (This person can either be located near El Dorado Hills, CA or South Windsor, CT.) We are looking for someone to serve as the primary client liaison for high complexity clients. You will solicit senior management input from the client on new business directives within their firm and the associated product requirements. You'll monitor the efficiency of systems, policies and procedures and makes appropriate recommendations to ensure daily operations are efficient.

This role is paramount to setting and controlling the customer experience. We encourage our Client Relationship Managers to "own" their accounts to provide premier service to our clients. Are you a self-starter, looking be a part of a creative and dynamic team where you can help make a significant impact? See how you can contribute to our growing organization below.

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 from home. (This person needs to either be located close to El Dorado Hills, CA or South Windsor, CT.)

Responsibilities:

  • Maintain exceptional client relationships; leads investigation and successfully resolves any service/delivery and/or billing issues.

  • Responsible for all planning surrounding daily, month-end and annual production runs. This includes ensuring material is available, providing production with volumes and instructions, attending production planning meetings, communicating progress to the client and providing any reporting back to client Handle higher level client issues, conversation and partner concerns.

  • Plan and execute strategic business reviews with strategic conversations with an emphasis on contract acumen Work with client and internal resources to implement client changes Ability to have client discussions at peer level and senior level Ability to assemble and present client savings, improvements and solution opportunities.

  • The ability to engage and manage an expanded client workload Identifies and participates in meetings to implement process improvements.

  • Participates in cross functional groups that are implementing business initiatives Display a positive attitude and inspires others for greater performance Decline any decision which could breach BR best practice, cause harm/risk to a client or harm/overwhelm an associate.

  • May perform other duties/responsibilities as needed or assigned.

Qualifications:

  • At least five years of Client Service experience

  • Bachelor’s degree or equivalent experience preferred

  • Insurance experience or Healthcare Insurance experience preferred

  • Project Management or Project Coordinator skills preferred

  • Strong verbal and visual presentation skills

  • Ability to communicate clearly and effectively among large audiences

  • Ability to remain organized and document client service requirements for multiple clients simultaneously

Salary range $65,000.00-$68,000.00. Bonus Eligible.

Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings

#LI-MJ1


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 company—and ultimately a community—that 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: Click here 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 [email protected].

The Company
HQ: New Hyde Park, NY
14,000 Employees
Hybrid Workplace
Year Founded: 2007

What We Do

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. Our unique culture is guided by the Service-Profit Chain—the 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.

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