Client Service Representative - Shareholder Meeting Services

October 28

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Broadridge

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Technology • Data and Analytics • Communications

10,000+

💰 Post-IPO Debt on 2023-08

Description

• Fully understanding the capabilities and options for both the Virtual Shareholder Meeting and Shareholder Meeting Registration products • Plan and organize events with attention to deadlines, milestones, time constraints and any additional financial impact • Coordinate support and responsibilities both internally and with external vendors • Communicate regularly via phone, email and scheduled meetings to provide updates and set expectations as the AGM approaches • Understand client needs and expectations to deliver World Class Service Broadridge is known for • Troubleshoot issues real time and offer solution when necessary • Guide clients in a consultative manner and provide best practices for successful execution • Offer solutions to resolve problems in a timely manner • Monitor and verify live events • Manage client timeline to ensure all deliverables and communications are provided in a timely manner • Complete internal tasks and operations to prepare the Virtual Shareholder Meeting and Shareholder Meeting platform • Testing and verifying of future development enhancements • Work directly with internal Product Management team, Sales organization and Client Experience staff • Communicate daily with client contacts including 'C' suite • Occasional onsite support of events

Requirements

• 1-3 years of experience as event coordinator or similar role • Proficient in MS Office • Excellent vendor management skills • Sense of ownership and pride in your performance and its impact on company’s success • Critical thinker and problem-solving skills • Team player • Excellent time-management skills • Great interpersonal and communication skills