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.
Job description
The role of this position is to ensure proper handling for all assigned custodial clients and manage all communications with same. Details include, but are not limited to:Manage and ensure timely onboarding within agreed upon SLAs.Ensure refresh data has been received for all clients pursuant to their agreed upon schedule.Track all filing deadlines for his/her clients and ensure timely filing.Track all deficiency deadlines (and other claims admin requests like data integrity audits) for his/her clients and ensure timely response.
Ensure all clients data integrity audits timely and sufficiently responded toEnsure all deficiency responses are timely and sufficiently responded toAdvocate for client in each case and ensure claims are maximized.Handle all client communications timely and professionally.Ensure all correspondence and client requests are precise, simplified and value add (e.g., serve as a liaison between claims admin and clients to ensure that communications are clear, concise, and comprehensible)Provide regular reporting to client on agreed upon schedule.Ensuring and communicating proper and timely paymentsCommunicate all distributions - should be celebrated! Ensure all distributions are sent timely to clients pursuant to SLA and are cashed by clients.Managing contract renewal and communicating to and with Account ManagementDevelop 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 relationship independently and proactively.Help to foster strong relationships with our custodial clients by coordinating and leading reoccurring calls and client meetings such as business reviews.Partners internally to continually add efficiency to the day-to-day processes as well as to increase client satisfaction.Acts as a role model to other associates in consistent implementation of best practices with regards to client interactions, departmental procedures, and subject matter expertiseBecome a first point of contact for other members of the team, especially regarding subject matter expertise. Demonstrate leadership qualities by proactively assisting team with complex inquiries and assignments, mentoring members of the team when needed.Become a positive role model through the following: Take the lead in key department projects and initiatives; Clear, concise, and timely communication at various levels within the team/organization and having the ability to articulate and present up to management.Requirements5+ years of experience in custody client servicing or custody operations at a large global custodian.Securities class action experience a plus.Significant project management, client management and/or account management experience.Excellent writing and oral communication skills.Strong presentation skills a plus, including ability to speak at conferences.Experience with securities trading including equity, debt, and derivative securities.Detail oriented ability to multi-task, and excellent time management and follow-up skills.#LI-CB1
#LI-Hybrid
Broadridge associates helped us envision our Connected Workplace, a work model that allows associates around the globe to take advantage of the benefits of both on-site and off-site work to support our clients, one another, and the communities where we live and work. Our Connected Workplace is grounded in the concept of FACS: Flexible, Accountable, Connected, and Supported, which is our commitment to our associates. FACS supports our strong culture and allows us to achieve business goals while supporting meaningful work-life integration for our associates.
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 associates can only 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 diversity in all its dimensions.