Key Account Specialist (Hybrid)

22-3844417 Broadridge Investor Communication Solutions, Inc • Full-time • New York-Home Office, United States of America • 1w ago

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.

Broadridge is seeking a Key Account Specialist to be a trusted partner in providing world class service delivery to our Bank and Broker client(s) for our Proxy and PostSale business. Acting as a key advocate for both the client and Broadridge, this role is instrumental in building and sustaining strong, collaborative partnerships. The Client Relationship Manager (CRM) will serve as a trusted business partner, addressing complex client needs, driving strategic discussions, resolving escalations, and ensuring overall client satisfaction.

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 you’ll be assigned to a Broadridge office and given the flexibility to work from home.

Key Responsibilities

Relationship Management:
- Serve as the primary point of contact for strategic Bank and Broker client(s), cultivating high-value, long-term relationships and acting as a trusted advisor for our client’s day-to-day activities for the Proxy and PostSale business.
Strategic Business Reviews:
- Plan and lead regular strategic account reviews.
- Provide insights into contractual elements, potential business opportunities, and value-driven solutions.
- Recommend product enhancements and business efficiency.
Client Change Management:
- Partner with clients and internal cross-functional teams to coordinate and execute changes in services, deliverables, or operational workflows.
- Ensure seamless implementation of client-driven initiatives which includes although not limited to:
  - Account set-ups
  - Customization to shareholder communications - hard copy and email delivery.
  - Client advocate providing business updates – enhancements and change management supporting the client and their advisors.
Executive and Stakeholder Engagement:
- Communicate effectively across all levels within the client organization, including senior executives.
- Represent Broadridge professionally and proactively in all client interactions.

Qualifications

Bachelor’s degree or equivalent professional experience required.
Minimum of 4 years of experience in client service, account management, or financial services.
Familiarity with project management, contract lifecycle management, and BETA back-office systems preferred.
Strong financial acumen with the ability to interpret and discuss complex financial products and services.
Outstanding communication skills—both verbal and written—with strong presentation abilities.
Proficient in Microsoft Office Suite, including Excel, PowerPoint, Word, and Outlook.
Proven ability to manage multiple priorities in a fast-paced, deadline-driven environment.
Demonstrated ability to collaborate across teams, functions, and leadership levels.
Strong analytical and problem-solving skills with a focus on process optimization.

Salary Range: $100,000 - $110,000. 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 company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.

US applicants: Click here 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.

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