Financial Client Relations Administrator - Contract Financial Client Relations Administrator -  …

Broadridge Financial Solutions
à Edgewood, NY, États-Unis
CDI, Plein-temps
Soyez parmi les premiers à postuler
Broadridge Financial Solutions
à Edgewood, NY, États-Unis
CDI, Plein-temps
Soyez parmi les premiers à postuler
Financial Client Relations Administrator - Contract
Broadridge, a global fintech leader with over $4 billion in revenue, provides communications, technology, data, and analytics. We help drive business transformation for our clients with solutions for enriching client engagement, navigating risk, optimizing efficiency, and generating revenue growth. Broadridge employs over 10,000 full-time associates globally with a significant presence in North America, Europe, and Asia. Please visit our website at to learn more.

Job Description

Broadridge is hiring! We are actively recruiting a Client Relations Administrator ('CRA') to join our Deer Park, NY office. In this position you will provide day to day service for Global Securities Class Action ('GSCA') clients to include filing, distributions, and general inquiry/issue resolution. As a growing business there will be additional needs in terms of developing processes and procedures. You will work with an assigned list of GSCA clients, handling their incoming data, communicating regarding new Class Action cases, conducting system demonstrations, and general issue resolution (eg. file transfers, filing requirements, payment distributions). The CRA investigates inquiries to understand the root cause of the problem and works to facilitate process corrections or technical fixes to prevent recurrence.

This is a temporary, long term contract role

Responsibilities include:
  • Responsibility for different client types such as RIAs, Hedge Funds, Trust Banks, and Broker-Dealers, at different levels within the firm
  • Day to day contact for assigned clients regarding GSCA services - handle enquiries, provide additional information/reporting as requested, reach out to Claims Administrators as needed
  • Prioritize, coordinate and process client payments as Class Action cases pay out while ensuring accuracy and end-to-end oversight
  • Coordinate with internal business partner and support teams to ensure client requests and processing needs are properly executed eg files transfers, payment files etc
  • Monitor various internal reports for adherence to timelines, client SLAs, task completion etc
  • Define and refine procedures and continual process improvements as the business continues to grow and the client mix changes over time
  • Perform other project duties/responsibilities as assigned, projects will range from IT specific to building forecasts

  • 2+ years of experience in a client/customer service position or equivalent experience
  • Strong analytical skills: ability to gather data, interpret results, reformulate as needed
  • Strong written and oral communication skills and the ability to fully articulate ideas
  • You should have a logical approach to gathering data and analyzing it to solve client inquiries
  • A self-starter with excellent interpersonal skills and strong organizational skills enabling you to work with diverse colleagues and clients
  • Ability to handle multiple clients and multiple products
  • Proficiency in Microsoft Excel, Word, Access, PowerPoint and Outlook
  • Industry experience a plus