Broadridge · 3 weeks ago
Sr. Client Relationship Manager (Hybrid)
Kansas City, MO
Full-time
Hybrid
Mid, Senior Level
$70K/yr - $80K/yr
4+ years expBroadridge is a company that empowers others to accomplish more. The Senior Client Relationship Manager serves as a key liaison between Broadridge and clients, ensuring exceptional service delivery and maintaining strong relationships while managing operational activities and addressing client inquiries.
BankingCrowdfundingEnterprise SoftwareFinanceFinancial ServicesInformation TechnologyOutsourcingSoftwareVenture Capital
Responsibilities
Maintain exceptional client relationships; leads investigation and successfully resolves any service/delivery and/or billing issues
Responsible for all planning surrounding daily, month-end and annual production runs. This includes ensuring material is available, providing production with volumes and instructions, attending production planning meetings, communicating progress to the client and providing any reporting back to client
Handle higher level client issues, conversation and escalations
Plan and execute strategic business reviews with strategic conversations with an emphasis on contract acumen
Work with client and internal resources to implement client changes
Ability to have client discussions at peer level and senior level
Ability to assemble and present client savings, improvements and solution opportunities
The ability to engage and manage an expanded client workload
Identifies and participates in meetings to implement process improvements. Participates in cross functional groups that are implementing business initiatives
Display a positive attitude and inspires others for greater performance
Decline any decision which could breach BR best practice, cause harm/risk to a client or harm/overwhelm an associate
May perform other duties/responsibilities as needed or assigned
Qualification
Required
4+ years' experience in a Client Services role
Knowledge of Project Management and Contract Process Management
Proven proficiency in maintaining high client satisfaction results and overall client advocacy
Proficient written and verbal skills
Proficient Microsoft Office Suite
Proficient Time Management and Analytical skills
Proven strong collaborative and influence skills
Strong Financial Acumen knowledge
Ability to work in a fast paced, time sensitive and high-pressure environment
Ability to work under tight deadlines
Preferred
Bachelor's degree or equivalent experience preferred
Travel may be required
Off hour engagement when required
Benefits
Bonus Eligible
Paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act
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