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Client Service Representative; Hybrid

Job in Edgewood, Greene County, New York, USA
Listing for: Broadridge
Full Time, Part Time position
Listed on 2026-01-24
Job specializations:
  • Entertainment & Gaming
    Customer Service Rep
Job Description & How to Apply Below
Position: Client Service Representative (Hybrid)
Location: Edgewood

At Broadridge, we’ve built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team. Broadridge is growing! We are seeking a Client Service Representative to join our Issuer team, supporting the Virtual Shareholder Meeting and Shareholder Meeting Registration products. In this client-facing role, your primary focus will be planning and executing shareholder meetings using our online platform.

You will use and develop an in-depth knowledge of event coordination and management, corporate proxy rules, and client communication. You will guide clients through the shareholder meeting process and Broadridge capabilities, keeping clients on track to ensure their event is executed successfully and flawlessly. Working closely with both the client and our vendors, you will use your expert problem solving skills to resolve issues in real time, and complete tasks by milestone dates to ensure the event is successful.

Do you have experience with event planning and coordination? Are you looking to join a leader in the Fin Tech industry? If so, we'd love to hear from you! This is a hybrid position in which you will work 2 days per week in the office at our Deer Park, NY location, and the other 3 from home.

Responsibilities
  • 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 in real time and offer solutions 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
  • Test and verify 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
Qualifications
  • 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

Hourly range $29.00-$31.00 USD. Bonus Eligible.

Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

Please visit  for more information on our comprehensive benefit offerings.

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.

Use

of AI in Hiring

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process.

Any attempt to falsify, misrepresent, or disguise…

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