Client Service Representative executing shareholder meetings using online platforms for Broadridge, a FinTech leader. Planning, organizing, and coordinating with clients and vendors for successful event execution.
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 real time and offer solution 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
Testing and verifying of 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
Requirements
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.
Benefits
Bonuses • Comprehensive benefit offerings available at www.broadridgebenefits.com
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