Broadridge · 2 hours ago
Client Services Manager (Hybrid - Pittsburgh, PA)
Pittsburgh, PA
Full-time
Hybrid
Mid, Senior Level
$70K/yr - $95K/yr
5+ years expBroadridge is a company dedicated to empowering others and is seeking a Client Services Manager to join their Data and Analytics team in Pittsburgh, PA. The role involves managing key client relationships, ensuring service delivery, and collaborating with cross-functional teams to meet client needs.
BankingCrowdfundingEnterprise SoftwareFinanceFinancial ServicesInformation TechnologyOutsourcingSoftwareVenture Capital
Responsibilities
Manage the delivery of contracted services to clients to ensure that SLAs (service level agreements) and KPIs (key performance indicators) as defined in the relevant contracts are met or exceeded
Build and maintain strong client relationships and provide day-to-day client advice and support. Serve as the key point of contact for multiple Broadridge clients, increasing adoption of our products and services, ensuring retention and a high level of customer satisfaction
Collaborate closely with clients to understand their needs, goals, and challenges, and provide strategic solutions to meet those requirements
Work in partnership with Broadridge teams to ensure the seamless execution of services and deliverables
Own, drive, and track inquiries and issues to successful resolution. Monitor project progress and performance to ensure deliverables meet client expectations and deadlines
Identify opportunities to enhance client service and offer enhancements that improve client experiences. Continuously find ways to streamline processes, enhance training documentation, and improve product adoption
Collaborate with product development teams to identify new system enhancements, modules, and services
Promote the organization's capabilities to clients, identifies sales opportunities to be forwarded to the account managers and achieves contract extensions or additional business within the account(s)
Qualification
Required
Bachelor's degree in Business, Finance, or a related discipline
5+ years of experience in client service, relationship management, or operations within financial services, fintech, or technology sectors
Strong problem-solving and analytical capabilities, with attention to detail and process improvement focus
Excellent communication, interpersonal, and presentation skills
Proven ability to manage multiple priorities and build strong relationships with stakeholders at all levels
Preferred
Prior SQL and database experience
Understanding of the financial services industry and mutual fund/ETF distribution channels are a plus
Benefits
Bonus Eligible
Comprehensive benefit offerings
Company
Broadridge
Broadridge is a provider of investor communications and technology solutions for broker dealers, banks, mutual funds and corporate issuers.
10001+ employees
H1B Sponsorship
Broadridge has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (109)
2024 (124)
2023 (83)
2022 (141)
2021 (100)
2020 (73)
Funding
Current Stage
Public CompanyTotal Funding
$3.05B2023-08-17Post Ipo Debt· $1.3B
2021-05-17Post Ipo Debt· $1B
2019-12-10Post Ipo Debt· $750M
Leadership Team
Timothy Gokey
Chief Executive Officer
Tyler Derr
Chief Technology Officer
Recent News
FF News | Fintech Finance
2025-12-03
2025-11-19
Company data provided by crunchbase