Client Service Representative

Broadridge

. Develop and maintain understanding of Virtual Shareholder Meeting capabilities, service options, and processes .

Posted 10/7/2026full-timeEdgewood • New York • United StatesMid-LevelSenior💰 $30 - $34 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong organizational and planning skills to manage multiple concurrent events while ensuring data accuracy and effective communication with clients. Capable of collaborating with cross-functional teams and providing consultative guidance to clients, particularly in high-visibility situations.

Highest-signal resume keywords

Event CoordinationClient Relationship ManagementProject CoordinationProblem-SolvingData Accuracy

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Event ManagementProject CoordinationData EntryOperational ProcessesVirtual Shareholder Meeting Capabilities

Soft Skills

Organizational SkillsTime ManagementAttention to DetailClear CommunicationClient-Focused Mindset

Tools & Technologies

Event-Management PlatformsInternal Systems

Industry Keywords

Client ServiceCross-Functional CollaborationHigh-Visibility DeliverablesOnsite SupportTime-Sensitive Issues

About the role

Key responsibilities & impact

Develop and maintain understanding of Virtual Shareholder Meeting capabilities, service options, and processes
Plan and organize client events, tracking deadlines, milestones, dependencies, time constraints, and potential financial impacts
Manage client timelines, deliverables, communications, approvals, and event requirements
Coordinate event support, responsibilities, and logistics across internal teams and external vendors
Communicate with clients by phone, email, and scheduled meetings
Build relationships with clients, including senior and C-suite contacts
Guide clients consultatively and recommend best practices
Troubleshoot real-time issues and resolve client, vendor, and operational concerns
Monitor and verify live events, escalating issues and supporting prompt resolution
Maintain accuracy of Virtual Shareholder Meeting information
Test future product enhancements and provide feedback on service quality and operational readiness
Collaborate with Product Management, Sales, Client Experience, and other internal partners
Provide occasional onsite support for client events as business needs require

Requirements

What you’ll need

Strong organizational, planning, and time-management skills
Exceptional attention to detail and commitment to data accuracy
Clear, professional written and verbal communication skills
Client-focused mindset with the ability to set expectations and build trust
Ability to manage multiple concurrent events, priorities, and deadlines in a fast-paced environment
Sound judgment and problem-solving ability
Comfort responding to time-sensitive issues
Collaborative approach to working with cross-functional teams and external partners
Ability to learn product capabilities, operational processes, and evolving technology enhancements
Preferred: experience in client service, event coordination, project coordination, or an operations-focused environment
Preferred: experience working with senior client stakeholders and managing high-visibility deliverables
Preferred: comfort working with internal systems, data-entry tools, and event-management platforms
Preferred: availability to support occasional onsite events and time-sensitive live meeting activity

Benefits

Comp & perks

Bonus eligible
Comprehensive benefit offerings
Paid sick leave for Colorado employees in compliance with the Colorado Healthy Families and Workplaces Act
Other legally required benefits, as applicable
Equal employment opportunities and reasonable accommodations during the application and hiring process