Senior Client Service Representative

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.

The Issuer Services team is seeking an Annual Meeting Services Specialist to join our team supporting the Virtual Shareholder Meeting and Shareholder Meeting Registration products. In this client facing, role you will be responsible for overseeing all aspects of the issuer facing AGM product suites including the Virtual Shareholder Meeting process. Planning and executing shareholder meetings using our online platform will be the primary focus of this newly created role. Instrumental in the success of this position, an in-depth knowledge of event coordination and management, corporate proxy rules and client communication. Guiding clients through the shareholder meeting process and Broadridge capabilities is part of the day to day management needed for this team. Keeping clients on track to ensure their event is executed successfully and flawlessly. Working closely with both the client and our vendors, you will be asked to problem solve issues in real time and approve remediation actions offered. Completing tasks by set milestone dates to ensure the event is successful is necessary. Leading a dedicated team to support Annual Meeting services in day to day support for escalations and inquiries.

Responsibilities:

• Build Service Excellence

• Interact with clients in a professional manner

• Provide effective, efficient, timely and complete information to customers on all issues and inquiries

• Maintain positive relationships with clients as well as with internal Broadridge personnel

• Provide all problem resolution, issue, and general support and act as a point person for designated clients

• Maintain current and accurate client contacts in BRAC client contact repository
• Monitor and resolve all client issues submitted through JIRA using a combination of own knowledge, working with other CSAMs, Business Analysts, and Developers
• Raise issues in timely manner to management
• Improve internal process activities when necessary
• Promote "Take and Educate" approach with clients to ensure they use all available resources to be more efficient
• Assist in onboarding new enhancements by supporting testing and user documentation
• Coordinate calls / training with other knowledgeable resources

Qualifications:

• Minimum 5 years of experience in client service / customer support role preferably in financial services industry
• Previous experience in Commission processing in