Client Relations Administrator (Onboarding)

  • Competitive
  • Edgewood, NY, USA
  • Permanent, Full time
  • Broadridge Financial Solutions
  • 24 Apr 19

Client Relations Administrator (Onboarding)

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.

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 status protected by law. Click here to view the -EEO is the Law- poster.

-Our Associates Matter.
Everyone Benefits from Diversity - Inclusion.
Diverse - Inclusive Teams Drive Growth.-

Job Description
Broadridge continues to grow. We are seeking a Client Relations Administrator (Onboarding) to join our Deer Park, Long Island office at 51 Mercedes Way. In this role, you will be responsible for the smooth and successful onboarding of newly contracted clients for our Global Securities Class Action service. As the first point of contact for all new clients you will work to build and maintain client while continually working to increase client happiness.


  • On-boarding and training all new clients who contract with us for our Global Securities Class Actions service
  • Responsible for establishing data feeds between Client and Broadridge, working directly with client or their vendor to define required data transmissions (positions, balances, and trade histories)
  • Work internally with various support teams to test and implement the data transfers
  • Review and understand client investment trade data to ensure full and proper data mapping
  • Become subject matter expert for proprietary applications used to house client data and determine case eligibility
  • Ensure complete and timely hand-over to Client Service Team once all onboarding steps are completed
  • Interpret client instructions and level set expectations
  • Research and respond in a timely manner to client queries
  • Appropriately communicate and advance any concerns or client issues
  • Develop and recommend procedural changes to increase efficiencies, quality controls etc.
  • Primary point of contact for internal sales - account management teams

  • 2+ years' experience in a client service related role or equivalent experience
  • B.A/B.S Degree preferred (Business Management or related field highly preferred)
  • Brokerage industry, and securities trading knowledge preferred
  • Deep understanding and advanced proficiency of MS Office suite products (Excel, Word, Power point)
  • Previous experience with data analysis and interpretation
  • A self-starter who is highly adaptable with superb interpersonal skills and collaborative skills
  • Very detail oriented, ability to multi-task, prioritize, and excellent time management and follow-up skills
  • Proven proficiency in maintaining client operations support, high client happiness, and overall client advocacy

The rewards:
  • The opportunity to join a dynamic, fast-growing organization that will guide you in developing your career and growth within our company.
  • A widely-recognized environment valuing diversity, inclusion and community involvement.
  • A platform to build strong professional working relationships with clients, fellow associates and management.
  • A strong focus on personal learning and development to help you reach your professional development goals.
  • Excellent benefits package which starts as of date of hire, including comprehensive healthcare (medical/prescription drug, dental, and vision), wellness benefits, life insurance, tuition reimbursement, disability benefits and much more. This location has an onsite doctor.
  • Competitive 401k plan with employer match and additional basic company contribution.
  • Generous paid time off program including vacation, personal holidays, sick time and paid company holidays.