Relationship Manager-Client Services (JRPAFY526)

  • 51 Mercedes Way, Edgewood, NY
  • Full-time

Company Description

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 to learn more.

Job Description

As a Relationship Manager on our Securities Class Action team, you will ensure the proper handling of all assigned clients and manage all communications.  Details include, but are not limited to:

  • Manage and ensure timely onboarding within agreed upon SLAs
  • Ensure we receive refreshed data on a regular basis
  • 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 client data integrity audits are 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 simple and value add (e.g. serve as an interpreter between claims admin request and client, not simple forward or serve as conduit); make clients life easier, interpret and make plain English
  • Provide regular reporting to client (must define, weekly, monthly, quarterly)
  • Ensuring and communicating proper and timely payments
    • Communicate all distributions – should be celebrated! Ensure all distributions are sent to clients timely (SLA) and are cashed by clients
  • Managing contract renewal and communicating to and with Account Management


  • Significant class action subject matter expertise (5+ years)
  • Significant project management, client management and/or account management experience
  • Excellent writing skills
  • Strong presentation skills a plus, including ability to speak at conferences
  • Comprehensive understanding of securities class action plan of allocations, as well as deficiency and audit processes and requirements
  • Experience with securities trading including equity, debt and derivative securities

Additional Information

Broadridge is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or any other protected status. "Our Associates Matter. Everyone Benefits from Diversity & Inclusion. Diverse & Inclusive Teams Drive Growth." US applicants: Click here to view the "EEO is the Law" poster.
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