Client Management Supervisor
| Company | Broadridge |
|---|---|
| Location | Newark, NJ, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level |
Requirements
- 3-4 years of experience in managing client relationships, ideally within the fintech or financial services industry.
- Bachelor’s degree in Business, Finance, or a related field, or equivalent practical experience.
- Demonstrated experience in back-office operations; Broker-Dealer exposure (BBD) highly preferred.
- Proven skill in executing under tight deadlines and managing multiple priorities.
- Excellent written and verbal communication skills, with the ability to present confidently to senior executives—both in-person and virtually.
- Strong understanding of operational workflows and experience liaising with cross-functional teams.
- Proficiency in Microsoft Office Suite (including PowerBI; other BI/data analytics tools are a plus).
- Strong attention to detail, analytical skills, and intellectual curiosity.
- Willingness to travel to client sites as needed.
Responsibilities
- Manage existing client relationships, including leading Monthly Governance Committees, contractual obligations and client issue resolution
- Liaising Finance, Billing, Legal and other service teams to ensure client obligations are met
- Assist with client-led audits that require BPO participation
- Lead strategic client projects
- Manage the creation, execution and delivery of client metrics and perform data trend analysis to provide clients with deep insights into their critical metrics
- Provide BPO Ops teams with client analytics support
- Find opportunities for process automation / digital transformation for BPO & clients
- Utilize data tools and business intelligence tools to drive effective decision-making
- Work on pipeline opportunities to help grow BPO revenue
- Align with business unit leaders to drive business development initiatives across segments
- Work with operational business leaders and strategic pricing to help formulate proposals
- Assist in managing pipeline across all BPO business segments
Preferred Qualifications
- Experience in process improvement, digital transformation, or business development is desirable.
- Knowledge of Broadridge products such as Impact or BPS, or familiarity with similar systems, is preferred.