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Client Service Management Officer

BroadridgeBelgrade, MT

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Overview

Schedule
Full-time
Career level
Senior-level
Remote
Hybrid remote
Benefits
Career Development

Job Description

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.

Join us as a Client Service Management Officer in our Belgrade Office and grow your career in a collaborative, client-focused environment.

We're looking for a professional with experience in B2B client support who is eager to develop their skills across the full client lifecycle, from onboarding and daily operations to reporting, issue resolution, and cross-team coordination.

If you are organized, detail-oriented, and enjoy working with clients, data, and internal stakeholders to keep operations running smoothly, this is a great opportunity to learn, contribute, and build your career supporting Acolin products, now part of Broadridge.

Responsibilities

  • Support all phases of the client lifecycle, from onboarding and implementation to ongoing operations

  • Daily monitoring of client mailboxes and timely actioning of client queries

  • Coordination of task delivery across various servicing teams.

  • Maintain and update client information across systems (e.g., CRM, fund data tolls, internal databases)

  • Document, resolve, and escalate client issues or complaints as appropriate, ensuring proper tracking and follow-through.

  • Prepare and deliver routine and ad-hoc reports for internal stakeholders and clients

  • Support contract management and invoicing activities, while also documenting SOPs and developing training materials for operational processes.

  • Act as a backup for other team members

  • Contribute to cross-functional initiatives such as CRM or contract management cleanup projects, and partner with marketing and business teams on client communications.

Requirements

  • Minimum 2 years of experience in B2B client support and relationship management is required

  • Experience using enterprise tools such as CRM, Excel (pivot tables, VLOOKUP), and familiarity with Funds Data or Commission tools is a strong advantage

  • Strong organizational and time-management skills with the ability to manage multiple priorities and deadlines

  • Excellent attention to detail and a high degree of accuracy when working with data

  • Customer-centric approach with strong communication and interpersonal skills

  • Proactive problem-solver who takes initiative and ownership of tasks

  • Ability to work independently and as part of a cross-functional team

  • Fluency in English (written and verbal) - additional languages are a plus

  • Willingness to learn and adapt in a constantly evolving environment

Hybrid Flexible at Broadridge

We are made up of high-performing teams that meet in person to learn and collaborate as needed. This role will be considered hybrid, after successfully passing the probation period.

#LI-Hybrid

#LI-LM1

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 information in an application, resume, assessment, or interview will result in disqualification from consideration.

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FAQs About Client Service Management Officer Jobs at Broadridge

What is the work location for this position at Broadridge?
This job at Broadridge is located in Belgrade, MT, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Broadridge?
Employer has not shared pay details for this role.
What employment applies to this position at Broadridge?
Broadridge lists this role as a Full-time position.
What experience level is required for this role at Broadridge?
Broadridge is looking for a candidate with "Senior-level" experience level.
What benefits are offered by Broadridge for this role?
Broadridge offers Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Broadridge?
You can apply for this role at Broadridge either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.