Client Project Administrator – Mutual Fund Proxy
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.
Broadridge is hiring! We’re seeking a Client Project Administrator to join our stellar team. The Client Project Administrator coordinates all phases of complex mutual fund proxy campaigns from inception through final delivery, ensuring accuracy, efficiency, and client satisfaction. This role partners with clients, vendors, and internal teams to manage campaign requirements, track progress, resolve issues, and support process improvements. The Client Project Administrator also maintains strong client relationships while providing administrative and project support in a fast-paced, deadline-driven environment.
Responsibilities:
Providing support for the largest, most complex proxy campaigns, coordinates campaigns from initiation to completion, executing
all aspects of the campaign.
Leads and coordinates all tasks, assuring timely completion of all aspects of a campaign including data processing, typesetting,
operations, programming, billing, special handling, and tabulation.
Maintains excellent client relationships through regular outreach activities, including client visits as required.
Communicates, collaborates, and coordinates with clients, outside vendors, and internal colleagues to ensure all specifications and
requirements are gathered and followed during the entire campaign.
Identifies and researches issues/errors/omissions arising during a campaign, working with colleagues and management towards
resolution and identifies process improvements in order to reduce and mitigate risk in the future.
Actively participates in SER (System Enhancement) initiatives related to Mutual Fund proxy inclusive of SER/PDD writing,
specifications gathering and user acceptance testing and coordination.
Ensures and coordinates all necessary notifications regarding campaign details internally and externally in order to gather and
report on estimated quantities, data, necessary approvals, and operational and production schedules.
Working with project manager and senior project manager to provide adhoc administrative support on all proxy campaigns.
Qualifications:
Bachelor’s degree or equivalent experience preferred
5+ years of mutual fund industry and/or insurance product knowledge familiarity
Excellent written and oral communication skills
Excellent presentation skills
Proficient in Word, Excel, and PowerPoint
Ability to work under tight deadlines
Highly detail oriented
Highly organized with the ability to multi-task and prioritize
Compensation Range: The salary range for this position is between $75,000 - $85,000. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Bonus Eligibility: Bonus Eligible
Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings.
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As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.
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Disability Assistance
We 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, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to BRcareers@broadridge.com.