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About the Role

The Client Project Administrator coordinates all phases of complex mutual fund proxy campaigns from inception through final delivery, ensuring accuracy, efficiency, and client satisfaction. This role partners with clients, vendors, and internal teams to manage campaign requirements, track progress, resolve issues, and support process improvements. The Client Project Administrator also maintains strong client relationships while providing administrative and project support in a fast-paced, deadline-driven environment.

Responsibilities

Providing support for the largest, most complex proxy campaigns, coordinating campaigns from initiation to completion, executing all aspects of the campaign.
Leading and coordinating all tasks, assuring timely completion of all aspects of a campaign including data processing, typesetting, operations, programming, billing, special handling, and tabulation.
Maintaining excellent client relationships through regular outreach activities, including client visits as required.
Communicating, collaborating, and coordinating with clients, outside vendors, and internal colleagues to ensure all specifications and requirements are gathered and followed during the entire campaign.
Identifying and researching issues/errors/omissions arising during a campaign, working with colleagues and management towards resolution.
Identifying process improvements in order to reduce and mitigate risk in the future.
Actively participating in SER (System Enhancement) initiatives related to Mutual Fund proxy inclusive of SER/PDD writing, specifications gathering and user acceptance testing and coordination.
Ensuring and coordinating all necessary notifications regarding campaign details internally and externally in order to gather and report on estimated quantities, data, necessary approvals, and operational and production schedules.
Working with project manager and senior project manager to provide adhoc administrative support on all proxy campaigns.

Requirements

Bachelor’s degree or equivalent experience preferred
5+ years of mutual fund industry and/or insurance product knowledge familiarity
Excellent written and oral communication skills
Excellent presentation skills
Proficient in Word, Excel, and PowerPoint
Ability to work under tight deadlines
Highly detail oriented
Highly organized with the ability to multi-task and prioritize

Skills

Word
Excel
PowerPoint

Location

Work Type

Full-time

Experience Level

5+ years

Education Level

Bachelor’s degree or equivalent experience

Salary/Compensations

$75,000 - $85,000

Benefits

Bonus Eligible
Comprehensive benefit offerings

About the Company

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more.
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.

Equal Opportunity

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.
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 (including sexual orientation, gender identity or expression, and pregnancy), marital status, 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.