Client Service Representative (Hybrid)

Broadridge•Edgewood, NY

13h•$29 - $31•Hybrid

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. Broadridge is growing! We are seeking a Client Service Representative to join our Issuer team, supporting the Virtual Shareholder Meeting and Shareholder Meeting Registration products. In this client facing role, your primary focus will be planning and executing shareholder meetings using our online platform. You will use and develop an in-depth knowledge of event coordination and management, corporate proxy rules, and client communication. You will guide clients through the shareholder meeting process and Broadridge capabilities, keeping clients on track to ensure their event is executed successfully and flawlessly. Working closely with both the client and our vendors, you will use your expert problem solving skills to resolve issues in real time, and complete tasks by milestone dates to ensure the event is successful. Do you have experience with event planning and coordination? Are you looking to join a leader in the FinTech industry? If so, we'd love to hear from you! This is a hybrid position in which you will work 2 days per week in the office at our Deer Park, NY location, and the other 3 from home.

Requirements

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

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