Client Project Coordinator

Broadridge

(Brentwood, New York)
Full Time
Job Posting Details
About Broadridge

Broadridge Financial Solutions, Inc. is the leading provider of investor communications and technology-driven solutions for wealth management, asset management and capital markets firms. They help drive operational excellence to manage risk, accelerate growth and deliver real business value.

Summary

As a Project Coordinator at Broadridge, you will coordinate across the Tax Services department and across all appropriate partners to ensure the project tasks are executed successfully. We provide tax-related services to multiple global financial institutions on a global basis. In this role, you will be driving continuous operational and service improvement through process re-engineering, identifying client needs and translating these into business requirements. You will also be managing client relationships in Journal Square, NJ and Deer Park, NY, including client on-boarding projects and the supporting processes.

Responsibilities
  • Managing client relationships throughout the tax year, coordinating all communications and client-specific projects
  • Identifying client process improvement opportunities on a transactional or reporting basis by getting to know their operating protocols and managing deep dive discussions
  • Lead the prioritization, tracking and testing of all client projects
  • Coordinate end to end process flows
  • Handle the collection and reporting of relationship metrics
  • Coordinate scheduling, execution and reviews of tax season activities
  • Coordinate partner concern of Sovos issue through the Sovos relationship manager
  • Lead the resolution of complex inquiries not supported by Operations
  • Conduct client training on applicable systems and processes
  • Assist the team in developing the client communication plan
  • Assist the team in establishing standard methodologies for the overall service structure
Ideal Candidate
  • Bachelor's degree in business or IT related field, with at least 2-3 + years of work experience
  • Demonstrated aptitude in project management, project analysis, SDLC and the ability to learn technical subject matter.
  • Proficiency with MS Office Suite, MS Project, Visio, SharePoint, Exchange, etc...
  • Excellent verbal and written communication skills. (including Presentations)
  • Excellent interpersonal skills with external client-facing experience.
  • Ability to be a self-starter who is able to take directions and manager multiple projects within the PMO.
  • Ability to organize efforts independently and make timely and effective decisions based on business needs.
  • Demonstrated experience with partners from across the organization collaboratively and constructively
Compensation and Working Conditions
Benefits Benefits included

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Brentwood, New York
Skills Desired
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  • Information Technology
  • Managing Client Relationships
  • Microsoft Office Suite
  • Microsoft Project
  • Operating
  • Presentations
  • Project Management
  • SharePoint
  • Thorough Understanding of Software Development Life Cycles
  • Visio
  • Microsoft Exchange Server
  • Methodologies
  • engineering
  • Financial
  • Business

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