Client Service Representative (Hybrid) jobs in United States
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Broadridge · 3 days ago

Client Service Representative (Hybrid)

positionEdgewood, NY
timeFull-time
remoteHybrid
seniorityMid Level
money$29/hr - $31/hr
date3+ years exp

Broadridge is a company that empowers others to accomplish more, and they are seeking a Client Service Representative to join their Issuer team. The role involves planning and executing shareholder meetings using an online platform while providing exceptional client support and problem-solving during events.

BankingCrowdfundingEnterprise SoftwareFinanceFinancial ServicesInformation TechnologyOutsourcingSoftwareVenture Capital
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H1B Sponsor Likelynote

Responsibilities

Fully understanding the capabilities and options for both the Virtual Shareholder Meeting and Shareholder Meeting Registration products
Plan and organize events with attention to deadlines, milestones, time constraints and any additional financial impact
Coordinate support and responsibilities both internally and with external vendors
Communicate regularly via phone, email and scheduled meetings to provide updates and set expectations as the AGM approaches
Understand client needs and expectations to deliver World Class Service Broadridge is known for
Troubleshoot issues real time and offer solution when necessary
Guide clients in a consultative manner and provide best practices for successful execution
Offer solutions to resolve problems in a timely manner
Monitor and verify live events
Manage client timeline to ensure all deliverables and communications are provided in a timely manner
Complete internal tasks and operations to prepare the Virtual Shareholder Meeting and Shareholder Meeting platform
Testing and verifying of future development enhancements
Work directly with internal Product Management team, Sales organization and Client Experience staff
Communicate daily with client contacts including “C” suite
Occasional onsite support of events

Qualification

Event coordinationVendor managementMS OfficeProblem-solvingTime managementInterpersonal skillsCommunication skillsTeam player

Required

3 years of experience as event coordinator or similar role
Proficient in MS Office
Excellent vendor management skills
Sense of ownership and pride in your performance and its impact on company's success
Critical thinker and problem-solving skills
Team player
Excellent time-management skills
Great interpersonal and communication skills

Benefits

Comprehensive benefit offerings

Company

Broadridge

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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

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Timothy Gokey
Chief Executive Officer
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Tyler Derr
Chief Technology Officer
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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