Talent.com
Relationship Manager, Class Action Broker Dealer Services (Hybrid)
Relationship Manager, Class Action Broker Dealer Services (Hybrid)Broadridge Financial Solutions • Lanesville, NY, US
Relationship Manager, Class Action Broker Dealer Services (Hybrid)

Relationship Manager, Class Action Broker Dealer Services (Hybrid)

Broadridge Financial Solutions • Lanesville, NY, US
30+ days ago
Job type
  • Full-time
Job description

Broker Dealer Client Manager

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.

The role of this position is to ensure proper handling for all assigned Broker Dealer 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 to
  • Ensure all deficiency responses are timely and sufficiently responded to
  • Advocate 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 payments
  • Communicate 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 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 relationship independently and proactively.
  • Help to foster strong relationships with our Broker Dealer 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 expertise
  • Become 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.

Requirements :

  • 10+ years of experience in financial services at large Broker Dealer.
  • 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.
  • Salary range $80,000.00- $ 100,000.00 USD . Bonus Eligible.

    Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

    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 companyand ultimately a communitythat recognizes and celebrates everyone's unique perspective.

    US applicants : Click here to view the EEOC "Know Your Rights" poster.

    We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.

    If you need assistance or would like to request reasonable accommodations during the application and / or hiring process, please contact us at 888-237-7769 or by sending an email to BRcareers@broadridge.com.

    Create a job alert for this search

    Relationship Manager • Lanesville, NY, US

    Related jobs
    Driver - Flexible hours. Instant Pay.

    Driver - Flexible hours. Instant Pay.

    Uber • Pine Hill, NY, US
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more
    Last updated: 4 days ago • Promoted
    Uber - Sign Up to Drive and Earn

    Uber - Sign Up to Drive and Earn

    Uber • Phoenicia, NY, US
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more
    Last updated: 4 days ago • Promoted
    Earn Cash - Drive with Uber

    Earn Cash - Drive with Uber

    Uber • Pine Hill, NY, US
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more
    Last updated: 4 days ago • Promoted
    Flexible Gig - Drive with Uber

    Flexible Gig - Drive with Uber

    Uber • Pine Hill, NY, US
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more
    Last updated: 4 days ago • Promoted
    Drive with Uber - Sign Up Today

    Drive with Uber - Sign Up Today

    Uber • Shokan, NY, US
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more
    Last updated: 4 days ago • Promoted
    Drive with Doordash - No CDL license needed

    Drive with Doordash - No CDL license needed

    DoorDash • Margaretville, NY, United States
    Full-time
    No CDL needed / No commercial drivers license.DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day....Show more
    Last updated: 9 hours ago • Promoted • New!
    Restaurant Delivery - Sign Up and Start Earning

    Restaurant Delivery - Sign Up and Start Earning

    DoorDash • Margaretville, NY, United States
    Full-time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...Show more
    Last updated: 9 hours ago • Promoted • New!
    RN-Clinical Service Line Lead - 40hrs / week, DAYS

    RN-Clinical Service Line Lead - 40hrs / week, DAYS

    Albany Medical Center • Rensselaerville, NY, US
    Full-time
    Day (United States of America).Robotic Clinical Service Line Lead.The Perioperative Clinical Service Line Lead reports to the nurse manager and holds a key leadership position within the division.I...Show more
    Last updated: less than 1 hour ago • Promoted • New!
    Earn on Your Schedule - Drive with Uber

    Earn on Your Schedule - Drive with Uber

    Uber • Pine Hill, NY, US
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more
    Last updated: 4 days ago • Promoted
    Flexible Hours - Drive with Uber

    Flexible Hours - Drive with Uber

    Uber • Pine Hill, NY, US
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more
    Last updated: 4 days ago • Promoted
    Earn extra cash - Sign up and drive with Uber

    Earn extra cash - Sign up and drive with Uber

    Uber • Phoenicia, NY, US
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more
    Last updated: 4 days ago • Promoted
    Delivery Driver - Sign Up and Start Earning

    Delivery Driver - Sign Up and Start Earning

    DoorDash • Stamford, NY, United States
    Full-time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...Show more
    Last updated: 9 hours ago • Promoted • New!
    Sign up to Drive with Uber

    Sign up to Drive with Uber

    Uber • Pine Hill, NY, US
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more
    Last updated: 4 days ago • Promoted
    Dashers - Sign Up and Start Earning

    Dashers - Sign Up and Start Earning

    DoorDash • Stamford, NY, United States
    Full-time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...Show more
    Last updated: 9 hours ago • Promoted • New!
    Choose your own schedule - Drive with Uber

    Choose your own schedule - Drive with Uber

    Uber • Shokan, NY, US
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more
    Last updated: 4 days ago • Promoted
    Drive with Uber

    Drive with Uber

    Uber • Pine Hill, NY, US
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more
    Last updated: 4 days ago • Promoted
    Drive with Uber - Drive anytime, get Instant Pay

    Drive with Uber - Drive anytime, get Instant Pay

    Uber • Shokan, NY, US
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more
    Last updated: 4 days ago • Promoted
    Border Patrol Agent

    Border Patrol Agent

    U.S. Customs and Border Protection • Margaretville, NY, US
    Full-time
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show more
    Last updated: 15 hours ago • Promoted • New!