Client Service Management Officer

Support all phases of the client lifecycle, from onboarding and implementation to ongoing operations

Daily monitoring of client mailboxes and timely actioning of client queries

Coordination of task delivery across various servicing teams.

Maintain and update client information across systems (e.g., CRM, fund data tolls, internal databases)

Document, resolve, and escalate client issues or complaints as appropriate, ensuring proper tracking and follow-through.

Prepare and deliver routine and ad-hoc reports for internal stakeholders and clients

Support contract management and invoicing activities, while alsodocumenting SOPs and developing training materialsfor operational processes.

Act as a backup for other team members

Contribute to cross-functional initiativessuch as CRM or contract management cleanup projects, andpartner with marketing and business teams on client communications.

Requirements

Minimum 2 years of experience in B2B client support and relationship management is required

Experience using enterprise tools such as CRM, Excel (pivot tables, VLOOKUP), and familiarity with Funds Data or Commission tools is a strong advantage

Strong organizational and time-management skills with the ability to manage multiple priorities and deadlines

Excellent attention to detail and a high degree of accuracy when working with data

Customer-centric approach with strong communication and interpersonal skills

Proactive problem-solver who takes initiative and ownership of tasks

Ability to work independently and as part of a cross-functional team

Fluency in English (written and verbal) — additional languages are a plus

Willingness to learn and adapt in a constantly evolving environment

Hybrid Flexible at Broadridge

We are made up of high-performing teams that meet in person to learn and collaborate as needed. This role will be considered hybrid, after successfully passing the probation period.

#LI-Hybrid

#LI-LM1

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.

Use of AI in Hiring

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.