At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join the Broadridge team. This position serves as the principal point of contact for their assigned clients/accounts. They have the mandate of making our clients lives easy and advocating for each client and ensuring the optimal outcome. The Relationship Manager will work with sales, account management and the operations team to ensure client satisfaction. They will be responsible for some of Broadridges largest and most high-profile Broker Dealer clients and is expected to provide the highest level of client service from initial onboarding to ensuring proper and timely payment. We are made up of high performing teams that meet in person to learn and collaborate as needed. This role is considered hybrid, which means youll be assigned to a Broadridge officeandgiven the flexibility to work from home. The role of this position is to ensure proper handling for all assigned Broker Dealer clients and manage all communications with same. Details include, but are not limited to: + Manage and ensure timely onboarding within agreed upon SLAs. + Ensure refresh data has been received for all clients pursuant to their agreed upon schedule. + Track all filing deadlines for his/her clients and ensure timely filing. + Track all deficiency deadlines (and other claims admin requests like data integrity audits) for his/her clients and ensure timely response. + Ensure all clients data integrity audits timely and sufficiently responded to + Ensure all deficiency responses are timely and sufficiently responded to + Advocate for client in each case and ensure claims are maximized. + Handle all client communications timely and professionally. + Ensure all correspondence and client requests are precise, simplified and value add (e.g., serve as a liaison between claims admin and clients to ensure that communications are clear, concise, and comprehensible) + Provide regular reporting to client on agreed upon schedule. + Ensuring and communicating proper and timely payments + Communicate all distributions should be celebrated! Ensure all distributions are sent timely to clients pursuant to SLA and are cashed by clients. + Managing contract renewal and communicating to and with Account Management + Develop a significant understanding of Broadridge and the scope of the company. + Assist with department strategy, marketing and thought leadership. + Ability to identify and implement areas of improvement in client relationship independently and proactively. + Help to foster strong relationships with our Broker Dealer clients by coordinating and leading reoccurring calls and client meetings such as business reviews. + Partners internally to continually add efficiency to the day-to-day processes as well as to increase client satisfaction. + Acts as a role model to other associates in consistent implementation of best practices with regards to client interactions, departmental procedures, and subject matter expertise + Become a first point of contact for other members of the team, especially regarding subject matter expertise. Demonstrate leadership qualities by proactively assisting team with complex inquiries and assignments, mentoring members of the team when needed. + Become a positive role model through the following: Take the lead in key department projects and initiatives; Clear, concise, and timely communication at various levels within the team/organization and having the ability to articulate and present up to management. Requirements: + 10+ years of experience in financial services at large Broker Dealer. + Securities class action experience a plus. + Significant project management, client management and/or account management experience. + Excellent writing and oral communication skills. + Strong presentation skills a plus, including ability to speak at conferences. + Experience with securities trading including equity, debt, and derivative securities. + Detail oriented ability to multi-task, and excellent time management and follow-up skills. Salary range $80,000.00-$100,000.00. Bonus Eligible. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education. Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings 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 companyand ultimately a communitythat recognizes and celebrates everyones unique perspective. US applicants: Clickhere (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf) to view the EEOC " Know Your Rights " poster. Disability Assistance 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 . Broadridge Financial Solutions, Inc. (NYSE: BR) , is a global Fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference (https://www.broadridge.com/about/sustainability/) . Our unique culture is guided by the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications . A certified Great Place to Work, Broadridge is part of the S&P 500 Index, employing over 14,000 associates in 21 countries. LinkedIn (https://www.linkedin.com/company/broadridge-financial-solutions/mycompany/) Facebook Instagram (https://www.instagram.com/accounts/login/?next=/broadridgecareers/) Twitter YouTube (https://www.youtube.com/channel/UCtvrrt99KXBkMsFd7xgpoig) Glassdoor The Muse (https://www.themuse.com/profiles/broadridge) Broadridge is 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.