Client Relations Administrator

Broadridge

. Serve as the primary point of contact for bank and broker clients, owning requests and issues through resolution .

Posted 11/9/2026full-timeEdgewood • New York • United StatesJuniorMid-Level💰 $27 - $30 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in client service and account management within the fintech or financial services sector, with a strong ability to analyze complex financial products and communicate effectively with diverse audiences. Proven track record of improving operational performance through structured processes and stakeholder collaboration.

Highest-signal resume keywords

Client Service ExperienceFinancial Products KnowledgeAnalytical SkillsProficiency in ExcelClear Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client ServiceAccount ManagementFinancial ProductsOperational WorkflowsData AnalysisProblem-SolvingProcess ImprovementWorkflow CoordinationTechnical CommunicationAttention to Detail

Soft Skills

Relationship BuildingIntellectual CuriosityAdaptabilityTime ManagementCollaboration

Tools & Technologies

ExcelOutlookPowerPointBusiness Tools

Industry Keywords

FintechFinancial ServicesStakeholder CommunicationOperational PerformanceClient Outcomes

About the role

Key responsibilities & impact

Serve as the primary point of contact for bank and broker clients, owning requests and issues through resolution
Diagnose and resolve complex client challenges involving products, data, and operational workflows
Translate complex or technical concepts into clear, actionable communication
Build trusted client relationships based on understanding of their business, priorities, and constraints
Lead structured client discussions focused on insights, risks, and opportunities
Contribute recommendations to improve client outcomes and operational performance
Execute established operational processes accurately and accountably
Identify inefficiencies, recurring issues, and workflow gaps; recommend improvements
Resolve process exceptions using sound judgment and escalate when appropriate
Partner with product, operations, technology, and external client teams
Coordinate service, product, and workflow updates from planning through implementation
Ensure stakeholder communication and alignment for successful initiative execution

Requirements

What you’ll need

2+ years of experience in client service, account management, fintech, or financial services
Proven ability to quickly develop a deep understanding of financial products and confidently interpret and communicate complex concepts
Proficiency in Excel, Outlook, PowerPoint, and business tools
Bachelor’s degree or equivalent professional experience
Strong analytical and problem-solving skills
Demonstrated ability to learn new systems and products with speed and depth
High attention to detail and ability to execute within structured processes
Intellectual curiosity and willingness to challenge assumptions or dig deeper
Clear, concise communication tailored to technical and non-technical audiences
Comfortable managing multiple priorities in a fast-paced, deadline-driven environment
Ability to operate independently while knowing when to escalate or collaborate

Benefits

Comp & perks

Bonus eligible; World Class Service Bonus of 1,250.00 USD annual
Comprehensive benefit offerings
Equal employment opportunities and disability assistance
Reasonable accommodations during the application and hiring process