Client Service Team Lead

3 weeks ago


Brentwood, New York, United States Broadridge Financial Solutions , Inc. Full time
Job Description:

Broadridge Financial Solutions, Inc. is a global Fintech leader delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers, and public companies.

We are seeking a highly skilled Senior Client Service Representative to join our team. In this role, you will be responsible for processing backend operations, enabling voting options in the Proxy Plus screen, and providing daily vote statistics reports as needed.

You will also provide support to the Card Creation team on new cards, changes, and uploads, and create and amend Smart Forms for Client Corporate Solutions, Proxy Agent Services, and Management.

The ideal candidate will have a bachelor's degree in business and at least two years of experience in a professional business environment. You must possess exceptional verbal and written communication skills, strong business acumen, and knowledge of Adobe Suite products specifically InDesign, Photo Shop, and Illustrator.

Responsibilities:
  • Process backend operations and enable voting options in the Proxy Plus screen.
  • Provide daily vote statistics reports as needed.
  • Support the Card Creation team on new cards, changes, and uploads.
  • Create and amend Smart Forms for Client Corporate Solutions, Proxy Agent Services, and Management.

Qualifications:
  • Bachelor's degree in business preferred.
  • Minimum 2 years' experience in a professional business environment.
  • Exceptional verbal and written communication skills.
  • Strong business acumen.
  • Knowledge of Adobe Suite products specifically InDesign, Photo Shop, and Illustrator.

Salary: $30.00-$34.00 hourly. Bonus eligible.

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