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Broadridge Financial Solutions Client Relationship Manager (Hybrid, Massachusetts) in Boston, Massachusetts
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join the Broadridge team.
Come join our team! We are looking for a highly engaged client relationship manager who will assist in the planning and execution of complex proxy solicitation campaigns, and related project initiatives, accomplishing the successful outcome of the proxy within the specified timeframes and budget. The client relationship manager must be client facing and consultative, having a thorough understanding of all campaign activities, fostering collaborative partnerships with internal business partners. Responsible for collaborating with clients, key stakeholders, and project teams to ensure objectives are met.
We are made up of high performing teams that meet in person to learn and collaborate as needed. This role is considered hybrid, which means youll be assigned to a Broadridge officeandgiven the flexibility to work remote
Responsibilities:
Leads and coordinates implementation of multiple small to medium sized project initiatives, using proven project management tools and methods, working closely with cross-functional teams and resources to achieve key milestones within identified and established project timeframes.
Monitors and communicates with clients, business partners, project sponsors, and stakeholders, the project objectives, achievements, milestones, challenges and issues, and reports on project status.
Collaborates effectively to identify creative alternatives to project challenges, leads subject matter experts to resolve project challenges, removing obstacles and impediments to ensure business and operational objectives are met.
Understands Broadridge pricing models and billing procedures, monitoring project costs ensuring projects remain on budget and maintains open communication regarding budget with clients.
Understands Broadridge programming and technologies, as well as system capabilities, in order to provide guidance and consult with clients.
Able to communicate across all levels of an organization, including legal, compliance, programming, operational, and production areas, having an understanding of all tasks and challenges related to project and proxy management.
Leads and coordinates all tasks, assuring timely completion of all aspects of a campaign including data processing, typesetting, operations, programming, billing, special handling, and tabulation.
Participates and collaborates on proposal and system enhancement efforts, including project scoping and assessing effort required.
Preferred Qualifications:
Bachelors degree or equivalent experience preferred
Extensive project management experience, PMP certification preferred
3-5 years of mutual fund industry and/or insurance product knowledge
Solid and extensive written, oral communication and presentation skills
Highly proficient in Word, Excel, and PowerPoint
Highly organized with ability to meet tight and competing deadlines while also being detail oriented with the ability to multi-task
Able to conceptualize innovative and creative approaches to project challenges
Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Please visitwww.broadridgebenefits.comfor more information on our comprehensive benefit offerings.
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Broadridge associates helped us envision our Connected Workplace - a work model that allows associates around the globe, dependent upon their role responsibilities, to take advantage of the benefits of both on-site and off-site work to support our clients, one another, and the communities where we live and work. Our Connected Workplace is grounded in the concept of FACS: Flexible, Accountable, Connected, and Supported, which is our commitment to our associates. FACS supports our strong culture and allows us to achieve business goals while supporting meaningful work-life integration for our associates.We are dedicated to fostering a diverse, equitable, and inclusive environment and committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates can only do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a companyand ultimately a communitythat recognizes and celebrates diversity in all its dimensions.
Disability Assistance
We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.US applicants: Clickhere (https://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm) to view the "EEO is the Law" poster.
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to BRcareers@broadridge.com .
Broadridge Financial Solutions, Inc. (NYSE: BR) , is a global Fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference (https://www.broadridge.com/about/sustainability/) . Our unique culture is guided by the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications . A certified Great Place to Work, Broadridge is part of the S&P 500 Index, employing over 14,000 associates in 21 countries.
Hear from our associates how Broadridge has maintained its culture since the shift to a remote and hybrid working model.
LinkedIn (https://www.linkedin.com/company/broadridge-financial-solutions/mycompany/)
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YouTube (https://www.youtube.com/channel/UCtvrrt99KXBkMsFd7xgpoig)
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Broadridge is committed to creating an engaging workplace for the most talented associates in our industry. On and off-site working provides flexibility by balancing the needs of our clients, teams, and associates. Our Connected Workplace is grounded in the following concepts: Flexible, Accountable, Connected, and Supported. This approach allows us to achieve business goals while supporting meaningful work-life integration for our associates. Broadridges high-performance teams thrive in a culture based on trust and mutual respect that emphasizes outcomesrather than how, when, and where work is done.
We are dedicated to fostering a diverse, equitable, inclusive, and healthy environment. As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment. Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success.
Our goal is to ensure our associates at every level of the organization represent the diversity of the clients we serve and the communities in which we work. We pursue both top-down and bottom-up approaches to advancing diversity, equity, and inclusion initiatives and values into our culture. This is reflected in the varying backgrounds of our over 14,000 associates working in 21 countries around the globe.
Learn about our DEI Program here (https://www.broadridge.com/about/diversity-equity-inclusion) .
We believe that our associates are among our most important assets. Encouraging professional development opportunities is a core part of our culture. Broadridge provides educational opportunities, including formal classes, training programs and events. To enable learning in our Connected Workplace where associates may be working on-site, off-site, or using a hybrid model, Broadridge has redesigned all development programs for 100% virtual delivery. Our associates have access to 8,500+ online courses covering business, leadership, technical, and function-specific topics through our LinkedIn Learning program.
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