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.
