Client Relations Administrator (contract)
- 2601 14th Avenue, Markham, Canada
Broadridge, a global fintech leader with over $4 billion in revenue, provides communications, technology, data, and analytics. We help drive business transformation for our clients with solutions for enriching client engagement, navigating risk, optimizing efficiency, and generating revenue growth. Broadridge employs over 10,000 full-time associates globally with a significant presence in North America, Europe, and Asia. Please visit our website at www.broadridge.com to learn more.
To support Client Management in providing and maintaining high standards of client service.
Key Job Functions/Responsibilities
Ensure timely response to all internal and external client requests and inquiries.
Assist Client Management to co-ordinate timely and accurate mailings.
Notify transfer agents/issuers of material shortages, non-receipt of material, or proxy mailings that did not meet the minimum requirement. Notify issuers in writing regarding missing or questionable material – timely follow-up is critical.
Assist with electronic delivery flagging and URL follow-up.
Assist with generating files for financial statement fulfillment mailings.
Respond to job exception reports, material exception reports, interim material call list report, and proxy material call list report.
Assist with NOBO pricing analyses.
Assist with preparation of Affidavits of Mailing, letters of confirmation and preparation for registration at meetings.
Ensure Canadian and U.S. processing teams are advised of any updates; maintain phone log; answer/respond to phone inquiries; and ensure special services are invoiced immediately.
Overtime is required during the proxy season and whenever required, based on processing volumes.
Other duties as assigned.
Basic Skill Level Requirements
High School diploma, some college education preferred.
Previous client service experience is an asset.
Excellent verbal and written communication skills.
Strong interpersonal skills – ability to deal with associates of all levels within an organization.
Fluency in French is an asset
All necessary advanced technological tools are provided.
Computer literate in current software such as MS Office.
Exposure to database systems is an asset.
Proxy Plus and MUSIC – Broadridge systems.