About The Position

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team. The Associate Account Manager is responsible for supporting the Enterprise Account Managers in the day-to-day management of assigned client accounts. This role includes a mix of internal coordination and client-related support activities and is intended to help ensure effective service delivery, strong account administration, timely follow-up, and overall client satisfaction. The successful candidate will assist with account planning, issue tracking, reporting, meeting preparation, service review support, and coordination of client-related deliverables. The Associate Account Manager will work closely with the lead Account Manager and partner with internal stakeholders across Operations, Product, Technology, Finance, Legal, Compliance, and Service teams to support client needs and account objectives.

Requirements

  • Bachelor's degree or equivalent
  • 5-10 years of industry experience

Nice To Haves

  • MBA is an asset

Responsibilities

  • Support the Enterprise Account Managers in the day-to-day management of assigned client accounts.
  • Ensure effective service delivery, strong account administration, timely follow-up, and overall client satisfaction.
  • Assist with account planning, issue tracking, reporting, meeting preparation, service review support, and coordination of client-related deliverables.
  • Work closely with the lead Account Manager and partner with internal stakeholders across Operations, Product, Technology, Finance, Legal, Compliance, and Service teams to support client needs and account objectives.
  • Maintain account documentation, status reports, service logs, action items, and internal tracking tools.
  • Prepare internal and client-facing account summaries, reports, and presentations.
  • Compile service metrics, performance data, and operational updates for use in client reviews and internal discussions.
  • Track account activity, open issues, risks, and escalations, and ensure timely follow-up with the appropriate stakeholders.
  • Assist in the preparation and maintenance of account plans and client review materials.
  • Coordinate with internal departments to obtain updates, resolve outstanding items, and support client-related initiatives.
  • Work with Operations, Product, Technology, Finance, Legal, Compliance, and Service teams to help ensure timely delivery against account commitments.
  • Schedule and organize internal and client-related meetings, including preparation of materials and documentation of outcomes.
  • Monitor action items and follow up with internal stakeholders to ensure completion within agreed timeframes.
  • Escalate issues to the lead Account Manager as appropriate.
  • Assist with the coordination of account-related projects, implementations, service enhancements, and remediation activities.
  • Track project milestones, deliverables, timelines, and dependencies affecting client accounts.
  • Support the lead Account Manager in managing service-related issues and in coordinating responses to client concerns.
  • Help prepare status updates and communications related to project or service activities.
  • Contribute to service improvement efforts by tracking recurring issues, client feedback, and operational trends.

Benefits

  • Flexible work arrangements
  • Investing in technology or other resources to enable you to work from home effectively, wherever possible
  • Professional development opportunities
  • Educational opportunities, including formal classes, training programs and events
  • Access to 8,500+ online courses covering business, leadership, technical, and function-specific topics through our LinkedIn Learning program
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