Client Service Representative at Broadridge | London | Rezi

Client Service Representative at Broadridge

Client Service Representative

Broadridge · London

2 months ago

Client Service Representative

Broadridge · London

2 months ago
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About the Role

Serve as the primary point of contact for institutional clients with global proxy voting requirements, delivering high-quality support via email and telephone, managing client inquiries, and ensuring accurate, timely, and professional service.

Responsibilities

  • Serve as the first point of contact for institutional client enquiries related to global proxy voting, responding promptly and accurately via email and telephone
  • Manage a high volume of client communications while meeting SLA deadlines and maintaining strong service quality standards
  • Take ownership of complex or ongoing client issues, coordinating with internal teams to ensure timely resolution and clear communication to clients
  • Build and maintain trusted relationships with global custodian and institutional clients, acting as a reliable partner for their proxy voting needs
  • Prepare and deliver client reports using system-generated and manually compiled data, and distribute event-specific proxy voting notifications and supporting documentation
  • Support client onboarding, conversion activity, testing, demonstrations, and training sessions for new and existing users
  • Stay current on market changes, local regulations, proxy voting workflows, and service platforms, while contributing to service improvement initiatives and team best practices

Requirements

  • Minimum of 2–3 years of experience in client service, account management, or a related role within financial services
  • Prior experience in proxy voting or a closely related operational or client servicing function is highly desirable
  • Strong working knowledge of global proxy voting processes, client servicing expectations, and operational workflows
  • Proven ability to manage large volumes of client enquiries effectively, particularly through email communication
  • Excellent verbal and written communication skills, with the confidence to engage professionally with institutional clients
  • Strong analytical, problem-solving, and organizational skills with high attention to detail and the ability to work accurately under pressure
  • Comfortable working cross-functionally to resolve issues and deliver seamless service
  • Proficiency in standard business tools and systems used for reporting, communication, and client service activities

Skills

  • Proxy voting
  • Client service
  • Account management
  • Financial services
  • Communication skills
  • Analytical skills
  • Problem-solving skills
  • Organizational skills
  • Attention to detail
  • Reporting
  • Client onboarding
  • Client training

Location

  • Hybrid

Work Type

  • Hybrid

Experience Level

  • 2-3 years

About the Company

  • Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow.
  • We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
  • Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over $15 trillion in equities, fixed income, and other securities globally.
  • A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 15,000 associates in 21 countries.
  • 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.
  • We are committed to creating an engaging workplace for the most talented associates in our industry.
  • We are dedicated to fostering a collaborative, inclusive, and healthy environment that promotes flexibility and accountability.
  • As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment.
  • Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success.
  • We believe that our associates are our most important asset.
  • Encouraging professional development opportunities is a core part of our culture.
  • Broadridge provides educational opportunities, including formal classes, training programs and events.
  • To enable learning in our hybrid working model, Broadridge has redesigned all development programs for 100% virtual delivery.
  • Our associates have access to 8,500+ online courses covering business, leadership, technical, and function-specific topics through our LinkedIn Learning program.

Equal Opportunity

  • 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.
  • We are committed to creating an engaging workplace for the most talented associates in our industry.
  • We are dedicated to fostering a collaborative, inclusive, and healthy environment that promotes flexibility and accountability.
  • As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment.
  • Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success.
  • We believe that our associates are our most important asset.
  • Encouraging professional development opportunities is a core part of our culture.