Client Project Administrator

Role Overview

• Serve as a member of the operations team providing corporate action support to 130+ bank and broker client
• Execute shareholder mailings in accordance with issuer requirements and custodial participation guidelines
• Support new client conversions and existing client testing initiatives
• Monitor systems, policies, and procedures; recommend enhancements to improve operational efficiency
• Research and resolve client inquiries through data analysis and logical problem-solving
• Act as a frontline support partner to both clients and internal stakeholders
• Advocate for clients by coordinating across departments to ensure seamless service delivery
• Draft and maintain written requirements, documentation, and procedural updates
• Assist with compliance documentation and business continuity testing efforts
• Participate in client meetings, product demonstrations, and business reviews (both onsite and offsite)
• Develop and strengthen client relationships to promote satisfaction and identify additional service opportunities

Requirements

• Bachelor’s degree (BA/BS) preferred
• 1+ years experience working in a client support position
• 1+ years of experience in Voluntary Corporate Actions preferred
• 2+ years of experience in client relations, project management, or a related role
• Familiarity with DTC’s PBS/CA Web platform is a plus
• Strong analytical and problem-solving skills with the ability to identify root causes and implement long-term solutions
• Excellent written and verbal communication skills
• Strong organizational skills with exceptional attention to detail
• Ability to manage multiple clients, products, and competing priorities effectively is a must
• Self-starter with strong interpersonal skills and accountability
• Ability to work both independently and collaboratively in a team environment
• Strong negotiation and analytical skills
• Proficiency in Microsoft Office Suite

Benefits

• Bonus Eligible
• Please visit www.broadridgebenefits.com for information on our comprehensive benefit offerings for this role.
• All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable.