At a Glance
- Tasks: Be the go-to person for client queries about global proxy voting, ensuring top-notch service.
- Company: Join a leading financial services firm with a focus on client relationships.
- Benefits: Enjoy competitive pay, flexible working options, and opportunities for professional growth.
- Other info: Dynamic role with a chance to enhance your skills in a supportive environment.
- Why this job: Make a real difference by helping clients navigate complex proxy voting processes.
- Qualifications: 2-3 years in client service or account management, preferably in financial services.
The predicted salary is between 30000 - 40000 £ per year.
Responsibilities
- Serve as the first point of contact for institutional client enquiries related to global proxy voting, responding promptly and accurately via email and telephone.
- Manage a high volume of client communications while meeting SLA deadlines and maintaining strong service quality standards.
- Take ownership of complex or ongoing client issues, coordinating with internal teams to ensure timely resolution and clear communication to clients.
- Build and maintain trusted relationships with global custodian and institutional clients, acting as a reliable partner for their proxy voting needs.
- Prepare and deliver client reports using system-generated and manually compiled data, and distribute event‑specific proxy voting notifications and supporting documentation.
- Support client onboarding, conversion activity, testing, demonstrations, and training sessions for new and existing users.
- Stay current on market changes, local regulations, proxy voting workflows, and service platforms, while contributing to service improvement initiatives and team best practices.
Qualifications
- Minimum of 2–3 years of experience in client service, account management, or a related role within financial services.
- Prior experience in proxy voting or a closely related operational or client servicing function is highly desirable.
- Strong working knowledge of global proxy voting processes, client servicing expectations, and operational workflows.
- Proven ability to manage large volumes of client enquiries effectively, particularly through email communication.
- Excellent verbal and written communication skills, with the confidence to engage professionally with institutional clients.
- Strong analytical, problem‑solving, and organizational skills with high attention to detail and the ability to work accurately under pressure.
- Comfortable working cross‑functionally to resolve issues and deliver seamless service.
- Proficiency in standard business tools and systems used for reporting, communication, and client service activities.
- Fluency in one or more European languages is advantageous.
Client Service Representative employer: Broadridge Financial Solutions
As a Client Service Representative, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. Our company fosters a culture of collaboration and innovation, offering comprehensive training and opportunities for advancement within the financial services sector. Located in a vibrant area, we provide a competitive benefits package and a commitment to maintaining a healthy work-life balance, making us an exceptional employer for those seeking meaningful and rewarding careers.
Contact Details:
Broadridge Financial Solutions Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Service Representative
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Broadridge Financial Solutions. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Service Representative
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Broadridge Financial Solutions.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Broadridge Financial Solutions's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Broadridge Financial Solutions
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Broadridge Financial Solutions.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Broadridge Financial Solutions will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Broadridge Financial Solutions employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
