Client Management Manager

Broadridge

. Manage existing client relationships and assist with developing new offerings to grow firm revenue .

Posted 10/5/2026full-timeNewark • New Jersey • United StatesMid-LevelSenior💰 $100,000 - $105,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management and business development within financial services, with a strong focus on strategic presentations, data analysis, and process automation. Proven ability to collaborate with cross-functional teams and lead client projects to drive revenue growth.

Highest-signal resume keywords

Client Relationship ManagementBusiness DevelopmentData AnalysisProcess AutomationStrategic Presentations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data Trend AnalysisChange ManagementClient Metrics CreationBusiness Intelligence ToolsFinancial Services Experience

Soft Skills

Interpersonal SkillsCommunication SkillsAnalytical SkillsProblem-Solving SkillsTime Management

Tools & Technologies

Microsoft OfficePower BI

Certifications & Qualifications

Advanced DegreeRelevant Certifications

Industry Keywords

BPO OperationsRevenue GrowthClient AuditsGovernance CommitteesEnterprise Clients

About the role

Key responsibilities & impact

Manage existing client relationships and assist with developing new offerings to grow firm revenue
Manage client relationships, both prospective and existing
Collaborate on defining and executing new revenue streams
Manage internal organization projects and clients’ change management programs
Develop and maintain relationships with key enterprise clients as a trusted advisor
Act as the primary point of contact for client inquiries and issues
Prepare and deliver strategic presentations and client reports
Lead Monthly Governance Committees and manage contractual obligations and client issue resolution
Liaise with Finance, Billing, Legal and other service teams to ensure client obligations are met
Assist with client-led audits requiring BPO participation
Lead strategic client projects
Manage creation, execution and delivery of client metrics and perform data trend analysis
Provide BPO Operations teams with client analytics support
Identify opportunities for process automation and digital transformation
Use data and business intelligence tools to support decision-making
Work on pipeline opportunities to grow BPO revenue

Requirements

What you’ll need

Bachelor’s degree in Business, Finance, or a related field
5–7 years of experience in relationship management or business development within financial services
Advanced degree or relevant certifications are a plus
Strong interpersonal and communication skills
Strong analytical and problem-solving skills
Ability to work independently and collaboratively in a team-oriented environment
Driven, motivated and intellectually curious
Attention to detail and impeccable time management skills
Excellent written and verbal communication skills
Ability to work with and present to senior executives
Ability to work under tight deadlines
Proficient in Microsoft Office, including Power BI
Ability to lead client meetings both in-person and virtual
Ability to travel to clients on an as-needed basis

Benefits

Comp & perks

Bonus Eligible
Comprehensive benefit offerings
Equal employment opportunities
Reasonable accommodations during the application and/or hiring process