Broadridge · 5 hours ago
Senior Client Relations Administrator (Hybrid- MA, CT, RI, NJ, NY, VA, MD, PA)
Andover, MA
Full-time
Hybrid
Senior Level
$35/hr - $40/hr
5+ years expBroadridge is a company dedicated to empowering others to accomplish more. The Senior Client Relations Administrator is responsible for managing client interactions and building strong relationships while ensuring client needs are addressed in a professional and timely manner.
BankingCrowdfundingEnterprise SoftwareFinanceFinancial ServicesInformation TechnologyOutsourcingSoftwareVenture Capital
Responsibilities
Partners with clients to coordinate the composition of mutual fund/ETF regulatory documents within client defined and SEC mandated SLA’s. Ensures final documents are signed off and approved by the client for distribution
Establishes productive, professional client relationships through unparalleled support, service and value to drive client satisfaction
Owns and addresses client needs and issues from inception to resolution, provides updates and follow ups as needed. Proactively partners with internal teams to communicate client requirements and turnaround time expectations
Ability to anticipate client needs and proactively reaches out to discuss opportunities that may help the client achieve goals
Actively tracks client projects, updating and monitoring internal reports to ensure the timely and efficient progression of each project
Creates and presents business reviews to clients
Subject matter expertise in the areas of regulatory document composition, SEC regulations and Broadridge systems
Serves as the primary point of contact for assigned clients
Qualification
Required
BA/BS required
5-7 years of experience in a Client Services role within the financial services industry
Document composition and filing experience for mutual funds and/or ETFs
Excellent written and verbal communication skills, with a strong attention to detail
Self-motivator who can adapt/respond to different types of requests on-the-go
Intellectual curiosity for learning new skills and tools
Ability to bring new ideas and help build more efficient processes
Experience in a fast-paced working environment and the ability to multi-task, prioritize and manage time effectively
Intermediate/Advanced skills with Microsoft Office, JIRA, and other tools/applications
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 (89)
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