Broadridge · 2 days ago
Senior Client Relations Administrator (Hybrid-Edgewood)
Broadridge is a company dedicated to empowering others to accomplish more, and they are seeking a Senior Client Relations Administrator to join their Stewardship Client Services team. In this role, you will act as a primary relationship manager for key clients, ensuring operational stability and exceptional service delivery for institutional stewardship clients.
BankingCrowdfundingEnterprise SoftwareFinanceFinancial ServicesInformation TechnologyOutsourcingSoftwareVenture Capital
Responsibilities
Serve as the day-to-day contact for assigned PTV clients, fostering trusted partnerships and ensuring consistent, high-quality client experience
Act as the primary liaison between clients, internal teams (Product, Operations, Technology, and Compliance), and external partners to ensure seamless communication and delivery
Proactively manage client expectations, address inquiries, and resolve escalations with professionalism and urgency
Oversee daily and cyclical workflows related to PTV servicing, including data validation, reporting oversight, and production deployment coordination
Attend weekly client engagement calls to review progress, discuss issues, and ensure alignment on deliverables
Track and manage issues or data anomalies, ensuring timely resolution and transparent client communication
Coordinate UAT testing and production deployment activities across clients and internal teams to ensure accuracy and compliance
Maintain and enhance PTV client runbooks for documentation, sustainability, and scalability
Ensure data integrity and reporting accuracy to support clients’ stewardship and regulatory obligations
Partner with internal stakeholders to streamline workflows and improve efficiency across Client Services, Product, and Development teams
Identify opportunities to enhance client solutions, strengthen product adoption, and improve operational processes
Contribute to cross-functional initiatives that modernize PTV delivery and elevate client satisfaction
Support onboarding and mentoring new associates, sharing best practices in client servicing and stewardship operations
Promote a culture of collaboration, accountability, and proactive problem-solving across the team
Qualification
Required
Experience in client relationship management, proxy governance, stewardship, or institutional account servicing
Strong organizational, analytical, and communication skills with exceptional attention to detail
Proven ability to manage multiple priorities and deliver under tight deadlines
Proficiency in Microsoft Office Suite (Excel, Word, Outlook); advanced Excel skills preferred
Self-starter with strong accountability, professionalism, and a client-first mindset
Preferred
Familiarity with shareholder voting, proxy operations, or financial market operations—experience with Pass-Through Voting preferred
Advanced Excel skills preferred
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.
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
Recent News
FF News | Fintech Finance
2025-12-03
2025-11-19
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