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About the Role

Serve as the primary point of contact for key client inquiries, managing and resolving complex queries related to global proxy voting requirements. Ensure accurate responses within Service Level Agreements (SLAs) and deliver world-class service. Build and maintain strong client relationships to ensure prompt and professional handling of all proxy voting requirements.

Responsibilities

• Resolve complex client inquiries received by email and telephone promptly and accurately, ensuring all responses are delivered to a high standard and meet client expectations within agreed SLAs.
• Oversee the timely resolution of enquiries, independently manage most client issues and escalations, and demonstrate a thorough understanding of multiple Broadridge products, platforms, and services.
• Actively participate in client meetings, conference calls, face-to-face service reviews, and independently lead client meetings and user groups both on-site and off-site to strengthen business relationships.
• Lead regular conference calls with key clients, maintain detailed operational logs of items raised, and ensure prompt follow-up and resolution of all actions as appropriate.
• Support the wider Client Services team with complex queries, using experience to mentor, coach, and develop colleagues while promoting quality responses and best practices.
• Act as a positive role model in the consistent implementation of best practices across client interactions, departmental procedures, team project delivery, and the provision of consistent, high-quality service.
• Keep up to date with local market developments, regulatory changes, and market practice, sharing relevant knowledge with clients and internal team members where appropriate.
• Independently lead onboarding for new products and services with a high level of accuracy and timely conversion to production; monitor team workload, mailbox volumes, SLA performance, and work allocation, and support management with ad hoc requests, projects, and escalations.

Requirements

• Typically requires 3–5 years’ experience in a client services role supporting global custodian, bank, or broker clients.
• Proven proficiency in managing client queries, driving high levels of client satisfaction, and supporting overall client advocacy.
• Experience of global proxy voting is mandatory.
• Experience working in a financial services environment, including Asset Servicing, Custody Servicing, or Proxy Voting, would be advantageous.
• Self-motivated and able to build the knowledge required to perform at a high level in a rapidly changing environment.
• Strong analytical and solution-oriented problem-solving skills.
• Excellent written and verbal communication skills, including the ability to present products and services to clients and to chair meetings effectively.
• Strong attention to detail.
• Ability to perform under pressure and to tight deadlines.
• Ability to coach and motivate team members and deputize in the absence of the Team Leader.

Skills

• Global proxy voting
• Client query management
• Client relationship management
• Analytical skills
• Problem-solving skills
• Written communication
• Verbal communication
• Presentation skills
• Meeting facilitation
• Coaching
• Mentoring

Location

• Hybrid

Work Type

• Hybrid

Experience Level

• 3-5 years

Education Level

• Bachelor’s degree or above preferred

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.
• 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.
• 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.