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About the Role
Serve as a subject matter expert supporting clients through each stage of the opt-in class action process while driving operational excellence, team development, and strategic direction. The role requires a commercially minded, client-focused leader who can manage complex regional portfolios, navigate time-sensitive opportunities, and translate detailed litigation and securities-market requirements into a clear client experience.
Responsibilities
- Lead end-to-end client service delivery across the opt-in lifecycle, from pre-announcement case setup through client registration, follow-up, and ongoing case updates.
- Lead, coach, and develop a high-performing team; establish clear ownership, promote accountability, and support consistent delivery against service standards.
- Manage regional client and project portfolios, ensuring that deadlines, communications, service levels, escalations, and client expectations are handled effectively.
- Build and maintain productive relationships with clients, law firms, litigation funders, relationship managers, and internal stakeholders.
- Partner with legal advisers and litigation funders to understand case offerings, assess loss methodologies, resolve questions, and support successful client outcomes.
- Contribute to department strategy, reporting, governance, thought leadership, and development of a scalable operating model for opt-in services.
- Provide leadership across the service-level framework for opt-in opportunities, helping ensure a controlled, timely, and client-focused process from intake through registration.
- Oversee case intake, quality assurance, case records, case memoranda, and announcement readiness.
- Ensure timely client announcements, data requests, client alerts, and follow-up communications, including updates where case terms or deadlines change.
- Manage data receipt, extraction, validation, anonymisation, reconciliation, and exception handling before information is shared externally.
- Support timely engagement with law firms and litigation funders, including due diligence, damages analysis, and client-alert preparation.
- Oversee client-query handling, registration-document preparation, supporting-document requests, and submission of completed materials.
- Maintain clear escalation processes for incomplete case information, missing or rejected data, client delays, external-party delays, and filing or registration deadlines at risk.
- Drive visibility through central deadline tracking, pipeline reviews, dashboard reporting, KPI monitoring, root-cause analysis, and continuous process improvement.
Requirements
- Bachelor’s degree in business, finance, law, or a related field.
- Demonstrated experience in sales, client service, and project management, with a record of leading and developing high-performing teams.
- Experience managing complex client relationships and project portfolios across multiple regions.
- Excellent verbal and written communication skills, including presentation and public-speaking capabilities.
- Strong attention to detail and the ability to manage multiple priorities, meet deadlines, and perform effectively in a fast-paced environment.
- Strategic, proactive, and collaborative leadership style, with a commitment to team and organizational success.
Skills
- Client service
- Project management
- Team leadership
- Client relationship management
- Communication skills
- Presentation skills
- Public speaking
- Attention to detail
- Time management
- Strategic thinking
- Proactive leadership
- Collaborative leadership
Location
- EMEA
- APAC
Work Type
- Hybrid
Experience Level
- Associate
Education Level
- Bachelor’s degree
About the Company
- At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.
- 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 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.