Broadridge Financial Solutions, Inc.

Client Service Administrator (CSA) Long Island, New York (Hybrid - Flexible Options)

Edgewood, NY Full time

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 Growing! We are seeking a Client Project Administrator to join a stellar team on contract basis. The role of a Client Project Administrator - Client Service Administrator (CSA) is to work closely and provide high levels of support to Transfer Agency relationship managers and members of the management team.  The CSA will perform research and analysis and/or manage client activities. Daily tasks include running reports, monitoring and escalating DWAC transfers, analyzing and preparing summaries of purchase details, tracking shares movements, managing client dividends, completing audit confirms and responding to RM and client correspondence. Attention to detail and the ability to track and follow up on client actions is critical for success in this position. Candidate must be a skilled communicator, both verbal and written, thrive in a fast-paced team environment with the ability to multitask, work independently, prioritize, and meet deadlines as assigned.

Work Mode: 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 coming into the Edgewood, Long Island office 2 days a week and given the flexibility to work remotely the rest of the time.

Job Responsibilities:

  • Collaborates with relationship managers, internal colleagues, and external partners to problem solve and resolve inquiries on matters of Stock Transfer.
  • Performs day-to-day assigned functions in the specified timeframe to ensure that our client expectations are met and exceeded.
  • Works alongside relationship managers to prepare business reviews and service-level agreement (SLA) reporting to ensure clients are satisfied with their Transfer Agency products and services.
  • Prepares and issues service instructions to various operating units based on client requests.
  • Ensures effective delivery of clients' monthly reports.
  • Works independently or with the Relationship Manager to ensure proper follow-through on client requests.
  • Performs reconciliation activities.
  • Serves as a mentor, coach, and teammate for other Client Service Administrators within the team.
  • Assists relationship managers with special projects, expediting transactions, troubleshooting and problem solving for client accounts.
  • Assists management with generating and monitoring internal reports to ensure timely and efficient progress.
  • Maintain an equitable and inclusive environment and culture in which every associate feels connected to our organization.
  • Expected to work within our Connected Workplace environment through our hybrid work model.

Job Qualifications:

  • Bachelor’s degree (B.A.) from a four-year college or university; or 2-4 years of related experience and/or training; or equivalent combination of education and experience.
  • Ability to work in a fast-paced, high-pressure environment.
  • Must be oriented, demonstrate the ability to multi-task, and have excellent time management skills.
  • Excellent written and verbal communication skills.
  • Possess the ability to establish good personal and working relationships with internal partners.

Hourly range $22-25/hr  

Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

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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.

Use of AI in Hiring 

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.

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.