Broadridge
Relationship Manager, Class Action Broker Dealer Services (Hybrid- Suffolk Count
Broadridge, Edgewood Park, New York, United States
Overview
Relationship Manager, Class Action Broker Dealer Services (Hybrid) Base pay range: $80,000.00/yr - $100,000.00/yr At Broadridge, we aim to empower others to accomplish more. This role ensures proper handling for all assigned Broker Dealer clients and manages all client communications. Responsibilities
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 clients and ensure timely filing. Track all deficiency deadlines and other claims admin requests (e.g., data integrity audits) for clients and ensure timely responses. Advocate for clients to maximize claims and handle all client communications promptly and professionally. Provide regular reporting to clients on an agreed-upon schedule. Ensure proper and timely payments and distributions, communicating them in a timely manner per SLA and confirming clients cash in. Manage contract renewal and coordinate with Account Management. Develop a deep understanding of Broadridge and the scope of the company. Assist with department strategy, marketing, and thought leadership; identify and implement areas for improvement in client relationships. Foster strong relationships with Broker Dealer clients by coordinating recurring calls and client meetings (e.g., business reviews). Collaborate internally to improve day-to-day processes and client satisfaction. Serve as a role model in best practices for client interactions, procedures, and subject matter expertise; assist with complex inquiries and mentoring when needed. Lead key department projects and initiatives and communicate clearly up to management. Qualifications
10+ years of experience in financial services at a large Broker Dealer. Securities class action experience is a plus. Significant project management, client management, and/or account management experience. Excellent written and oral communication skills. Strong presentation skills; ability to speak at conferences is a plus. Experience with securities trading, including equity, debt, and derivative securities. Detail oriented with the ability to multi-task and strong time management and follow-up skills. Salary range $80,000.00 - $100,000.00 USD. Bonus eligible. Broadridge considers various factors when evaluating a candidate's final salary including relevant experience, skills, and education. Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings. We are committed to a collaborative, engaging, and inclusive environment and to providing a workplace that empowers associates to be authentic and bring their best to work. We strive to ensure Broadridge is a company—and community—that recognizes and celebrates everyone's unique perspective. US applicants: See the EEOC Know Your Rights poster. Disability Assistance: If you need assistance or accommodations during the application process, please contact us at 888-237-7769 or BRcareers@broadridge.com. Employment type
Full-time Job function
Customer Service
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Relationship Manager, Class Action Broker Dealer Services (Hybrid) Base pay range: $80,000.00/yr - $100,000.00/yr At Broadridge, we aim to empower others to accomplish more. This role ensures proper handling for all assigned Broker Dealer clients and manages all client communications. Responsibilities
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 clients and ensure timely filing. Track all deficiency deadlines and other claims admin requests (e.g., data integrity audits) for clients and ensure timely responses. Advocate for clients to maximize claims and handle all client communications promptly and professionally. Provide regular reporting to clients on an agreed-upon schedule. Ensure proper and timely payments and distributions, communicating them in a timely manner per SLA and confirming clients cash in. Manage contract renewal and coordinate with Account Management. Develop a deep understanding of Broadridge and the scope of the company. Assist with department strategy, marketing, and thought leadership; identify and implement areas for improvement in client relationships. Foster strong relationships with Broker Dealer clients by coordinating recurring calls and client meetings (e.g., business reviews). Collaborate internally to improve day-to-day processes and client satisfaction. Serve as a role model in best practices for client interactions, procedures, and subject matter expertise; assist with complex inquiries and mentoring when needed. Lead key department projects and initiatives and communicate clearly up to management. Qualifications
10+ years of experience in financial services at a large Broker Dealer. Securities class action experience is a plus. Significant project management, client management, and/or account management experience. Excellent written and oral communication skills. Strong presentation skills; ability to speak at conferences is a plus. Experience with securities trading, including equity, debt, and derivative securities. Detail oriented with the ability to multi-task and strong time management and follow-up skills. Salary range $80,000.00 - $100,000.00 USD. Bonus eligible. Broadridge considers various factors when evaluating a candidate's final salary including relevant experience, skills, and education. Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings. We are committed to a collaborative, engaging, and inclusive environment and to providing a workplace that empowers associates to be authentic and bring their best to work. We strive to ensure Broadridge is a company—and community—that recognizes and celebrates everyone's unique perspective. US applicants: See the EEOC Know Your Rights poster. Disability Assistance: If you need assistance or accommodations during the application process, please contact us at 888-237-7769 or BRcareers@broadridge.com. Employment type
Full-time Job function
Customer Service
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