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Client Services Manager (hybrid - Pittsburgh, PA)

Manage key client relationships and ensure the delivery of high-value financial data services
Pittsburgh, Pennsylvania, United States
Senior
$70,000 – 95,000 USD / year
1 month ago
Broadridge Financial Solutions

Broadridge Financial Solutions

Provides investor communications, technology, and data solutions that power governance, trading, and operations for financial services firms worldwide.

9 Similar Jobs at Broadridge Financial Solutions

Client Service Manager

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 dedicated and enthusiastic Client Service Manager to join our Data and Analytics team in Pittsburgh, PA. The Client Services Manager plays a critical role in managing key client relationships and ensuring the seamless delivery of Broadridge products and services. Acting as a trusted advisor, you will serve as the primary point of contact for assigned accounts, overseeing service delivery, issue resolution, and strategic account support. You'll work closely with cross-functional teams to meet client needs, optimize processes, and ensure Broadridge continues to deliver exceptional value and service.

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 the Broadridge office in Pittsburgh and given the flexibility to work from home.

Responsibilities

  • Manage the delivery of contracted services to clients to ensure that SLAs (service level agreements) and KPIs (key performance indicators) as defined in the relevant contracts are met or exceeded.
  • Build and maintain strong client relationships and provide day-to-day client advice and support. Serve as the key point of contact for multiple Broadridge clients, increasing adoption of our products and services, ensuring retention and a high level of customer satisfaction.
  • Collaborate closely with clients to understand their needs, goals, and challenges, and provide strategic solutions to meet those requirements.
  • Work in partnership with Broadridge teams to ensure the seamless execution of services and deliverables.
  • Own, drive, and track inquiries and issues to successful resolution. Monitor project progress and performance to ensure deliverables meet client expectations and deadlines.
  • Identify opportunities to enhance client service and offer enhancements that improve client experiences. Continuously find ways to streamline processes, enhance training documentation, and improve product adoption.
  • Collaborate with product development teams to identify new system enhancements, modules, and services.
  • Promote the organization's capabilities to clients, identifies sales opportunities to be forwarded to the account managers and achieves contract extensions or additional business within the account(s).

Key Qualifications

  • Bachelor's degree in Business, Finance, or a related discipline
  • 5+ years of experience in client service, relationship management, or operations within financial services, fintech, or technology sectors
  • Prior SQL and database experience preferred
  • Understanding of the financial services industry and mutual fund/ETF distribution channels are a plus
  • Strong problem-solving and analytical capabilities, with attention to detail and process improvement focus
  • Excellent communication, interpersonal, and presentation skills
  • Proven ability to manage multiple priorities and build strong relationships with stakeholders at all levels

Salary range $70,000.00- $95,000.00. Bonus Eligible. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

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.

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.

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.

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Client Services Manager (hybrid - Pittsburgh, PA)
Pittsburgh, Pennsylvania, United States
$70,000 – 95,000 USD / year
Customer Success
About Broadridge Financial Solutions
Provides investor communications, technology, and data solutions that power governance, trading, and operations for financial services firms worldwide.