Client Relations Administrator

Broadridge

(Mississauga, Ontario)
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
To support Client Management in providing and maintaining high standards of client service.
Responsibilities
* Ensure timely response to all internal and external client requests and inquiries. * Assist Client Management to co-ordinate timely and accurate mailings. * Notify transfer agents/issuers of material shortages, non-receipt of material, or proxy mailings that did not meet the minimum requirement. Notify issuers in writing regarding missing or questionable material -- timely follow-up is critical. * Assist with electronic delivery flagging and URL follow-up. * Respond to job exception reports, material exception reports, interim material call list report, and proxy material call list report. * Assist with preparation of Affidavits of Mailing, letters of confirmation and preparation for registration at meetings. * Ensure Canadian and U.S. processing teams are advised of any updates; maintain phone log; answer/respond to phone inquiries; and ensure special services are invoiced immediately. * Overtime is required during the proxy season and whenever required, based on processing volumes. * Other duties as assigned.
Ideal Candidate
**Education:** High School diploma, some college education preferred. **Tools:** Windows environment. All necessary advanced technological tools are provided. Computer literate in current software such as MS Office. Exposure to database systems is an asset. Proxy Plus and MUSIC -- Broadridge systems. **Yrs. of Experience:** Previous client service experience is an asset. **Communication Skills:** Excellent verbal and written communication skills. Strong interpersonal skills -- ability to deal with associates of all levels within an organization.
Compensation and Working Conditions
Reports to Senior Manager, Client Management, Issuer Service

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