Vice President

Vice President - Client Services page is loaded Vice President - Client Services Apply locations Toronto, ON time type Full time posted on Posted 30+ Days Ago job requisition id JR1063972

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.

The Vice President of Client Services, Enterprise Accounts, GTO Canada, plays a crucial role in ensuring the consistent delivery of exceptional customer service to our Enterprise Accounts, leading Client Services in a multi-client product environment. This position requires proactive collaboration with various stakeholders to identify and address customer needs, devise innovative strategies to enhance customer satisfaction, and contribute to the overall growth of our Enterprise Accounts. We are looking for a dynamic leader with experience in leading successful customer service initiatives and exceptional relationship-building skills to drive continuous improvement in customer service standards. The Vice President will also collaborate closely with the Account Management team to oversee daily service operations and ensure Broadridge's commitment to our Enterprise Accounts is met.

Key Job Functions/Responsibilities

• Lead Client Services in a multi-client product investment management environment.
• Develop and maintain strong relationships with Broadridge Canada’s GTO enterprise clients
• Collaborate with key stakeholders to understand client needs and provide tailored solutions and services
• Lead a team of client services professionals to ensure exceptional service delivery and client satisfaction
• Provide comprehensive Business reviews with clients highlighting overall performance, savings and growth opportunities
• Partner with the Sales and Account Management teams to provides business support, controls expenses, provide sales leads and establish contracted service levels
• Develop and implement client service strategies that will improve our NPS (net promoter score)
• Monitor and report on key performance indicators to ensure consistent and high-quality service delivery (i.e., SLA’s, contractual commitments)
• Stay up to date on industry trends and best practices in client services, investment management, and financial services in the Canadian marketplace

Qualifications/Education:

• Bachelor's degree in business, finance, or a related field; MBA preferred
• Proven track record of leadership in building and managing high-performing teams, setting strategic direction, and overseeing day-to-day operations
• Exceptional communication and interpersonal skills, facilitating effective collaboration with clients, internal stakeholders, and senior leadership
• Extensive experience in client relationship-building, retention, and satisfaction
• Comprehensive understanding of the Canadian wealth management industry, including regulatory requirements and industry trends
• Preference for certification such as the Canadian Securities Course
• Proficient in problem-solving, with the ability to navigate complex client relationships and business challenges
• Proficient in both Canadian official languages English and French would be considered an asset

Experience:

• Over 15 years of extensive experience in Client Services within the Financial Services industry, particularly in Investment Management. Specializations include Retail Wealth, Wealth Management, and Capital Markets
• Proven track record in delivering exceptional client services within a B2B financial services setting, showcasing strong relationship management and communication skills
• Demonstrated success in working effectively in a global, matrixed environment, with a focus on fostering collaboration and driving results through partnerships with North American and India based teams
• Proficient in financial planning, modeling, and execution
• Additional expertise in Enterprise Client Capacity Management within a Product Environment would be considered a strong asset

Skills:

• Cross Functional Leadership
• Domestic & Offshore Team Management
• Risk Management
• Client Services
• Operations Management
• Forecasting and Planning
• Team Building

Broadridge associates helped us envision our Connected Workplace - a work model that allows associates around the globe, dependent upon their role responsibilities, take advantage of the benefits of both on-site and off-site work to support our clients, one another, and the communities where we live and work. Our Connected Workplace is grounded in the concept of FACS: Flexible, Accountable, Connected, and Supported, which is our commitment to our associates. FACS supports our strong culture and allows us to achieve business goals while supporting meaningful work-life integration for our associates.

We are dedicated to fostering a diverse, equitable, and inclusive environment and committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates can only 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 diversity in all its dimensions.

Broadridge Financial Solutions, Inc. (NYSE: BR) ,   is a global Fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference . Our unique culture is guided by the Service-Profit Chain—the idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications . A certified Great Place to Work, Broadridge is part of the S&P 500 Index, employing over 14,000 associates in 21 countries.

Hear from our associates how Broadridge has maintained its culture since the shift to a remote and hybrid working model.

Broadridge is committed to creating an engaging workplace for the most talented associates in our industry. On and off-site working provides flexibility by balancing the needs of our clients, teams, and associates. Our Connected Workplace is grounded in the following concepts: Flexible, Accountable, Connected, and Supported. This approach allows us to achieve business goals while supporting meaningful work-life integration for our associates. Broadridge’s high-performance teams thrive in a culture based on trust and mutual respect that emphasizes outcomes—rather than how, when, and where work is done.

We are dedicated to fostering a diverse, equitable, inclusive, and healthy environment. As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment. Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success.

Our goal is to ensure our associates at every level of the organization represent the diversity of the clients we serve and the communities in which we work. We pursue both top-down and bottom-up approaches to advancing diversity, equity, and inclusion initiatives and values into our culture. This is reflected in the varying backgrounds of our over 14,000 associates working in 21 countries around the globe.

We believe that our associates are among our most important assets. Encouraging professional development opportunities is a core part of our culture. Broadridge provides educational opportunities, including formal classes, training programs and events. To enable learning in our Connected Workplace where associates may be working on-site, off-site, or using a hybrid model, Broadridge has redesigned all development programs for 100% virtual delivery. Our associates have access to 8,500+ online courses covering business, leadership, technical, and function-specific topics through our LinkedIn Learning program.