Senior Client Services Manager

3 weeks ago


Brentwood, California, United States Broadridge Financial Solutions , Inc. Full time
Job Description

At Broadridge Financial Solutions, Inc., we are seeking a highly skilled and experienced Client Services Manager to join our Global Class Action Client Service team. As a Client Services Manager, you will be responsible for overseeing a team of experienced relationship managers and serving as the principal point of contact for assigned clients/accounts.

The ideal candidate will have a deep understanding of class action and securities trading, including equity, debt, and derivative securities. They will also possess excellent writing and oral communication skills, as well as strong presentation skills, including the ability to speak at conferences.

Key Responsibilities:

  • Manage and ensure timely onboarding within agreed upon SLAs.
  • Advocate for clients in each case and ensure claims are maximized.
  • Handle all client communications timely and professionally.
  • Provide regular reporting to clients on agreed upon schedule.
  • Manage contract renewal and communicate with Account Management.
  • Develop a significant understanding of Broadridge and the scope of the company.
  • Assist with department strategy, marketing, and thought leadership.
  • Ability to identify and implement areas of improvement in client relationships independently and proactively.

Requirements:

  • 10+ years of deep subject matter expertise in class action.
  • Significant project management, client management, and/or account management experience.
  • Excellent writing and oral communication skills.
  • Strong presentation skills, including the ability to speak at conferences.
  • Comprehensive understanding of securities class action plan of allocations, as well as deficiency and audit processes and requirements.
  • Experience with securities trading, including equity, debt, and derivative securities.

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 committed to making a difference and enabling better financial lives by providing the critical infrastructure that powers investing, corporate governance, and communications.

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 our associates are among our most important assets and encourage professional development opportunities, including formal classes, training programs, and events.



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