Client Service Management Specialist

Job Summary

We are looking for a highly organized and client-focused Client Service Management Specialist to join our team. This role is essential in supporting day-to-day client operational processes, ensuring high-quality service delivery and strong internal coordination. You will play a key role in managing the end-to-end client lifecycle, maintaining accurate client data, responding to inquiries, and supporting internal tools and systems critical to service excellence.

Following our recent acquisition by Broadridge, a global leader in the financial services industry, we are entering an exciting new phase of growth. We are preparing for new challenges and opportunities while building an even stronger Client Service Management team to support our expanding client base. This is a unique opportunity for someone with a strong operational mindset, attention to detail, and a passion for the financial services industry to grow with us in a dynamic, evolving environment.

Key Responsibilities

• Support all phases of the client lifecycle, from onboarding and implementation to ongoing operations 
• Daily monitoring of client mailboxes and timely actioning of client queries
• Coordination of task delivery across various servicing teams.
• Maintain and update client information across systems (e.g., CRM, fund data tolls, internal databases)
• Managing client complaints/issues: documenting, resolving, and escalating when needed
• Prepare and deliver routine and ad-hoc reports for internal stakeholders and clients
• Assist in management of contracts, invoicing details.
• Help document SOPs, and training materials for operational tasks
• Act as a backup for other team members
• Participate in cross-departments initiatives (e.g CRM cleanup, contract management cleanup)
• Work with marketing or business teams on client communications

Qualifications & Skills

• Minimum 3 years of experience in the financial industry, ideally in a client-facing role
• Proven experience in B2B client support and relationship management is required
• Experience using enterprise tools such as CRM, Excel (pivot tables, VLOOKUP), and familiarity with Funds Data or Commission tools is a strong advantage
• Strong organizational and time-management skills with the ability to manage multiple priorities and deadlines
• Excellent attention to detail and a high degree of accuracy when working with data
• Customer-centric approach with strong communication and interpersonal skills
• Proactive problem-solver who takes initiative and ownership of tasks
• Ability to work independently and as part of a cross-functional team
• Fluency in English (written and verbal) — additional languages are a plus
• Willingness to learn and adapt in a constantly evolving environment