Client Project Coordinator

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.

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.

• 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

• 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