Key Account Specialist jobs in United States
cer-icon
Apply on Employer Site
company-logo

Broadridge · 1 month ago

Key Account Specialist

positionEdgewood, NY
timeFull-time
remoteOnsite
seniorityMid Level
money$80K/yr - $95K/yr
date4+ years exp

Broadridge is a company that empowers others to accomplish more, and they are seeking a Key Account Specialist to join their Institutional Client Services Team. This role involves managing service delivery for Institutional Clients, focusing on building strong relationships and resolving complex client issues to drive satisfaction.

BankingCrowdfundingEnterprise SoftwareFinanceFinancial ServicesInformation TechnologyOutsourcingSoftwareVenture Capital
check
H1B Sponsor Likelynote

Responsibilities

Serve as the primary point of contact and trusted advisor for key institutional clients
Develop a deep understanding of client stewardship models, compliance needs, and operational priorities to proactively identify opportunities for added value
Plan and lead strategic account reviews and executive-level discussions
Incorporate contractual insights, business growth opportunities, and value-based recommendations
Partner with clients and cross-functional Broadridge teams to manage transitions or implement changes in services, processes, and deliverables
Communicate effectively with stakeholders at all levels, from peers to senior executives
Translate complex operational, compliance, and stewardship requirements into actionable business solutions

Qualification

Client service experienceAccount managementProject managementMicrosoft OfficeAnalytical capabilitiesCommunication skillsTime managementCollaboration skillsAdaptability

Required

Bachelor's degree or equivalent work experience
4+ years of experience in client service, account management, or a related financial services role
Strong knowledge of project, change, and contract management processes
Excellent written, verbal, and presentation skills, with the ability to engage senior stakeholders
Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook)
Exceptional time management and organizational abilities
Proven collaboration and influencing skills across teams and levels
Strong analytical capabilities and understanding of financial concepts
Ability to prioritize and adapt effectively in dynamic, fast-paced environments

Benefits

Comprehensive benefit offerings

Company

Broadridge

twittertwittertwitter
Glassdoor3.9
company-logo
Broadridge is a provider of investor communications and technology solutions for broker dealers, banks, mutual funds and corporate issuers.
dateFounded in 1962
location
New York, New York, USA
people-size10001+ employees
web-link
http://www.broadridge.com

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 Company
Total Funding
$3.05B
2023-08-17Post Ipo Debt· $1.3B
2021-05-17Post Ipo Debt· $1B
2019-12-10Post Ipo Debt· $750M

Leadership Team

leader-logo
Timothy Gokey
Chief Executive Officer
linkedin
leader-logo
Tyler Derr
Chief Technology Officer
linkedin

Recent News

FF News | Fintech Finance
Broadridge Names Rostislav Kotov as Head of Strategy and Business Development for Bank Broker-Dealer Investor Communication Solutions
2025-12-03
PR Newswire
AI, Product Innovation, and Next-Generation Investors Set the Course for the Future of Asset and Wealth Management, MMI-Broadridge Survey Finds
2025-11-21
thefly.com
Broadridge announces strategic partnership with Xceptor
2025-11-19
Company data provided by crunchbase