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Associate Account Manager (Hybrid, flexible work options)

Company: Broadridge Financial Solutions, Inc.
Location: Newark
Posted on: August 5, 2022

Job Description:

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team.Work Modes: Hybrid (flexible work options) We are made up of high performing teams that meet in person to learn and collaborate as needed. This role is considered hybrid, which means you'll be assigned to a Broadridge office and given the flexibility to work remote.Responsibilities:Client Relationship ManagementBuild and foster additional relationships across all areas of the firm (Operations, IT, compliance, risk, etc. across all products traded - not just fixed income and equities)Solidify existing relationshipMeet with client's senior management team on a regular basis to understand their business needs and to provide BR updates on our pivotal initiativesCommunicate changes in the business environment at either the client or Broadridge to management at all levels where appropriateDraft detailed client profiles for all accountsPublish trip reportsPrepare / implement annual client strategic plansManage Client ProjectsProduct Sales (Value Added Products - VAP's)Identify and close additional revenue opportunities within existing client base (trades done away from BR globally (fixed Income and Equity)Introduce new products and services to existing clients to increase their operational efficiency. Conduct and coordinate product presentations when/where vital.Produce and maintain a product sales pipeline (updated monthly by the 18th)Negotiate pricing on product salesFinalize all the appropriate documents in conjunction with Legal and FinanceContract NegotiationsRenew all existing client agreements (prior to existing contract end date)Conduct and coordinate negotiations on contact terms and conditionsWork with Finance and Legal on preparation of all pricing proposals and legal documentsPrepare Service Level AgreementsProject ManagementAnalyze client business initiatives and determine action plan (may be part of strategic plan)Draft client dedication letter and ensure client cost approvals are acquired (signatures)Oversee the project to ensure BR meets/exceeds all key achievements and expectationsFacilitate the initial project kickoff and help acquire the correct resources to accomplish goalSteering Committee / SubcommitteesManage all aspects of the quarterly Steering Committee and Subcommittees AgendaOrganize compelling, well thought out topics w/ guest speakers and interactive sessions to keep the meeting strategic in nature with limited tactical times.Logistics (location, gifts, meals/breaks, after meeting affair, etc...)Presentations (hard copies and visual)Conduct Client Satisfaction SurveysManage all aspects of the Client Survey (launch, prepare survey materials for distribution, tabulate results, etc...)Review survey results with the clientPrepare action plans / Review action plans with client where applicableMonitor performance and update plan to ensure all tasks have been accomplishedMetricsDeliver and review monthly metrics to clientsModify metrics as needed to address the changing conditionsAction plans (part of survey action plans) to remedy poor performing areas with updates monthly on current status.Requirements:2-5 years of industry knowledge or experience in financial servicesStrong relationship building skillsExcellent communication skills and presentation skillsAt least 2-5 years of experience with Client relationship managementMust be willing to meet with clients in person on a monthly basis#LI-CS1Disability AssistanceWe recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, or military or veteran status and other protected characteristics protected by applicable federal, state, or local laws. US applicants: Click here to view the "EEO is the Law" poster. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation in the event you are unable or limited in your ability to use or access the Company's career webpage because of your disability. You may request a reasonable accommodation(s) by calling 888-237-7769 or by sending an email to

Keywords: Broadridge Financial Solutions, Inc., Newark , Associate Account Manager (Hybrid, flexible work options), Executive , Newark, New Jersey

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