Client Project Coordinator
Broadridge
(Brentwood, New York)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
Benefits | Benefits included |
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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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