Manager – Client Management

• Develop and maintain strong relationships with key enterprise clients by understanding their business needs and serving as a trusted advisor.
• Act as the primary point of contact for client inquiries and issues, ensuring timely resolution and a high level of client satisfaction.
• Prepare and deliver strategic presentations and client reports that reinforce Broadridge’s value proposition and support long-term partnerships.
• Manage existing client relationships, including leading Monthly Governance Committees, contractual obligations and client issue resolution.
• Liaising Finance, Billing, Legal and other service teams to ensure client obligations are met.
• Assist with client-led audits that require BPO participation.
• Lead strategic client projects.
• Manage the creation, execution and delivery of client metrics and perform data trend analysis to provide clients with deep insights into their critical metrics.
• Provide BPO Ops teams with client analytics support.
• Find opportunities for process automation / digital transformation for BPO & clients.
• Utilize data tools and business intelligence tools to drive effective decision-making.
• Work on pipeline opportunities to help grow BPO revenue.

• Bachelor’s degree in Business, Finance, or a related field; advanced degree or relevant certifications are a plus.
• 3–7 years of experience in relationship management or business development within financial services.
• Strong interpersonal and communication skills with the ability to build and maintain client relationships.
• Strong analytical and problem-solving skills to assess client needs and develop tailored solutions.
• Ability to work independently and collaboratively in a team-oriented environment.
• Driven, motivated and intellectually curious
• Attention to detail and impeccable time management skills - ability to manage multiple projects simultaneously
• Excellent Written & Verbal communication skills
• Ability to work with and present to Senior Executives within Broadridge and at our clients
• Ability to work under tight deadlines
• Proficient in MSFT Office, including PowerBI
• Ability to lead client meetings both in-person and virtual
• Ability to travel to clients on an as-needed basis.

Demonstrates expertise in relationship management and business development within financial services, with a strong focus on client satisfaction and strategic project leadership. Proficient in data analysis and business intelligence tools to drive decision-making and enhance client engagement.

• Relationship Management
• Business Development
• Data Analysis
• Client Presentations
• Project Management

• Data Trend Analysis
• Process Automation
• Digital Transformation
• Client Metrics Management
• BPO Participation

• Interpersonal Skills
• Communication Skills
• Problem-Solving Skills
• Attention to Detail
• Time Management

• Bachelor’s Degree in Business
• Bachelor’s Degree in Finance

• Financial Services
• Client Satisfaction
• Governance Committees
• Client Analytics
• Senior Executives

• MSFT Office
• PowerBI