Client Project Coordinator

Broadridge

(Brentwood, New York)
Full Time
Job Posting Details
About Broadridge
Broadridge Financial Solutions, Inc. is the leading provider of investor communications and technology-driven solutions for wealth management, asset management and capital markets firms. They help drive operational excellence to manage risk, accelerate growth and deliver real business value.
Summary
As a Project Coordinator at Broadridge, you will coordinate across the Tax Services department and across all appropriate partners to ensure the project tasks are executed successfully. We provide tax-related services to multiple global financial institutions on a global basis. In this role, you will be driving continuous operational and service improvement through process re-engineering, identifying client needs and translating these into business requirements. You will also be managing client relationships in Journal Square, NJ and Deer Park, NY, including client on-boarding projects and the supporting processes.
Responsibilities
* Managing client relationships throughout the tax year, coordinating all communications and client-specific projects * Identifying client process improvement opportunities on a transactional or reporting basis by getting to know their operating protocols and managing deep dive discussions * Lead the prioritization, tracking and testing of all client projects * Coordinate end to end process flows * Handle the collection and reporting of relationship metrics * Coordinate scheduling, execution and reviews of tax season activities * Coordinate partner concern of Sovos issue through the Sovos relationship manager * Lead the resolution of complex inquiries not supported by Operations * Conduct client training on applicable systems and processes * Assist the team in developing the client communication plan * Assist the team in establishing standard methodologies for the overall service structure
Ideal Candidate
* Bachelor's degree in business or IT related field, with at least 2-3 + years of work experience * Demonstrated aptitude in project management, project analysis, SDLC and the ability to learn technical subject matter. * Proficiency with MS Office Suite, MS Project, Visio, SharePoint, Exchange, etc... * Excellent verbal and written communication skills. (including Presentations) * Excellent interpersonal skills with external client-facing experience. * Ability to be a self-starter who is able to take directions and manager multiple projects within the PMO. * Ability to organize efforts independently and make timely and effective decisions based on business needs. * Demonstrated experience with partners from across the organization collaboratively and constructively
Compensation and Working Conditions
Benefits Benefits included

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