Senior Director of Client Services

2 weeks ago

Toronto, Ontario, Canada Broadridge Full time

At Broadridge, we're committed to empowering our associates to deliver exceptional customer service. As the Senior Director of Client Services, you'll play a crucial role in leading our Client Services team in a multi-client product environment. Your key responsibilities will include developing and maintaining strong relationships with our Enterprise Accounts, collaborating with stakeholders to understand client needs, and providing tailored solutions and services.

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 provide business support, control 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.

  • Director of Client Services

    3 weeks ago

    Toronto, Ontario, Canada Lumenus Community Services Full time

    Job Title: Director, Client ServicesLumenus Community Services is seeking a highly skilled and experienced Director, Client Services to lead our client services programs. As a key member of our leadership team, you will be responsible for overseeing the strategic direction and implementation of our client services programs, ensuring they meet the needs of...

  • Senior Director of Client Services

    1 month ago

    Toronto, Ontario, Canada Lumacare Full time

    Lumacare is dedicated to serving older adults and seniors in high-needs neighborhoods across northwest Toronto. Our mission is to empower vulnerable seniors through a diverse range of programs and services, operating across six locations. We support over 3500 community members annually with the help of our dedicated team of over 200 staff members and...

  • Senior Director of Client Services

    2 months ago

    Toronto, Ontario, Canada Lumacare Full time

    Lumacare is dedicated to serving older adults and seniors in high-needs neighborhoods across northwest Toronto. Our mission is to empower vulnerable seniors through a diverse range of programs and services, operating across six locations. We support over 3500 community members annually with the help of our dedicated team of over 200 staff members and...

  • Executive Director

    3 weeks ago

    Old Toronto, Ontario, Canada Director File Full time

    Job Opportunity: Executive DirectorWe are seeking a highly skilled and experienced Executive Director to lead our team at Director File. As a key member of our senior leadership team, you will be responsible for driving our organization's strategic vision and goals.Key Responsibilities:Develop and implement strategic plans to achieve organizational...

  • Executive Director

    2 months ago

    Old Toronto, Ontario, Canada Director File Full time

    Job Opportunity: Executive DirectorAbout the Role:We are seeking a highly skilled and experienced Executive Director to lead our team at Director File. As a key member of our senior leadership team, you will be responsible for driving our organization's strategic vision and goals.Key Responsibilities:Develop and implement strategic plans to achieve...

  • Executive Director

    2 months ago

    Old Toronto, Ontario, Canada Director File Full time

    Job Opportunity: Executive DirectorAbout the Role:We are seeking a highly skilled and experienced Executive Director to lead our team at Director File. As a key member of our senior leadership team, you will be responsible for driving our organization's strategic vision and goals.Key Responsibilities:Develop and implement strategic plans to achieve...

  • Senior Director, Client Services Lead

    3 weeks ago

    Toronto, Ontario, Canada AML RightSource, LLC Full time

    Job Title: Senior Director, Client ServicesAt AML RightSource, we are seeking a highly skilled and experienced Senior Director, Client Services to join our team. As a key member of our leadership team, you will be responsible for leading and supervising managers and analysts on client projects, ensuring the successful delivery of our services.Key...

  • Chief Medical Director

    1 month ago

    Toronto, Ontario, Canada Director File Full time

    Lead Strategic Vision at Director FileWe are seeking a seasoned Executive Director to drive strategic vision and goals at Director File, a leading organization in the industry.Key Responsibilities:Develop and implement strategic plans to achieve organizational objectivesLead and manage a team of professionals to deliver high-quality resultsBuild and maintain...

  • Chief Medical Director

    4 weeks ago

    Toronto, Ontario, Canada Director File Full time

    Lead Strategic Vision at Director FileWe are seeking a seasoned Executive Director to drive strategic vision and goals at Director File, a leading organization in the industry.Key Responsibilities:Develop and implement strategic plans to achieve organizational objectivesLead and manage a team of professionals to deliver high-quality resultsBuild and maintain...

  • Executive Director

    4 weeks ago

    Toronto, Ontario, Canada Sienna Senior Living Full time

    Senior Executive Director OpportunitySienna Senior Living is seeking a seasoned Senior Executive Director to lead our compassionate and dynamic team. As the most senior leader in our home, you will cultivate happiness in daily life and drive a culture that inspires our core values – positivity, accountability, community, and caring.Key...

  • Executive Director

    4 weeks ago

    Toronto, Ontario, Canada Sienna Senior Living Full time

    Senior Executive Director OpportunitySienna Senior Living is seeking a seasoned Senior Executive Director to lead our compassionate and dynamic team. As the most senior leader in our home, you will cultivate happiness in daily life and drive a culture that inspires our core values – positivity, accountability, community, and caring.Key...

  • Director of Client Services

    1 month ago

    Toronto, Ontario, Canada The Salvation Army Full time

    Job Title: Director of Client ServicesReporting to the Assistant Executive Director, the Director of Client Services is a senior leadership position responsible for leading the program management team to provide excellent holistic care to all clients. The successful candidate will demonstrate a strong sense of integrity and professional ethics, with a...

  • Director of Client Services

    1 month ago

    Toronto, Ontario, Canada The Salvation Army Full time

    Job Title: Director of Client ServicesReporting to the Assistant Executive Director, the Director of Client Services is a senior leadership position responsible for leading the program management team to provide excellent holistic care to all clients. The successful candidate will demonstrate a strong sense of integrity and professional ethics, with a...

  • Director of Client Services

    4 weeks ago

    Toronto, Ontario, Canada Lumenus Community Services Full time

    Job Title: Director, Client ServicesLumenus Community Services is seeking a highly skilled and experienced Director, Client Services to lead our client services programs. As a key member of our leadership team, you will be responsible for overseeing the strategic direction and operations of our programs, ensuring they deliver high-quality services to our...

  • Director of Client Services

    4 weeks ago

    Toronto, Ontario, Canada Lumenus Community Services Full time

    Job Title: Director, Client ServicesLumenus Community Services is seeking a highly skilled and experienced Director, Client Services to lead our client services programs. As a key member of our leadership team, you will be responsible for overseeing the strategic direction and operations of our programs, ensuring they deliver high-quality services to our...

  • Senior Client Service Director

    2 weeks ago

    Old Toronto, Ontario, Canada Willis Towers Watson Full time

    As a Senior Client Service Director at Willis Towers Watson, you will lead a book of clients and provide day-to-day leadership support to large, complex clients. Your extensive experience in managing relationships will ensure the retention, growth, and selling of services to your existing and new clients. You will demonstrate advanced skills and knowledge to...

  • Director of Client Services

    1 month ago

    Toronto, Ontario, Canada The Salvation Army Full time

    Job Title: Director of Client ServicesReporting to the Assistant Executive Director, the Director of Client Services is a senior leadership position responsible for leading our program management team to provide excellent holistic care to all of our clients. This role requires a strong leader who can demonstrate a sense of integrity and professional ethics,...

  • Director of Client Services

    1 month ago

    Toronto, Ontario, Canada The Salvation Army Full time

    Job Title: Director of Client ServicesReporting to the Assistant Executive Director, the Director of Client Services is a senior leadership position responsible for leading our program management team to provide excellent holistic care to all of our clients. This role requires a strong leader who can demonstrate a sense of integrity and professional ethics,...

  • Director of Client Services

    4 weeks ago

    Toronto, Ontario, Canada The Salvation Army Full time

    Job Title: Director of Client ServicesReporting to the Assistant Executive Director, the Director of Client Services is a senior leadership position responsible for leading the program management team to provide excellent holistic care to all clients. The successful candidate will demonstrate a strong sense of integrity and professional ethics, with a...

  • Director of Client Services

    4 weeks ago

    Toronto, Ontario, Canada The Salvation Army Full time

    Job Title: Director of Client ServicesReporting to the Assistant Executive Director, the Director of Client Services is a senior leadership position responsible for leading the program management team to provide excellent holistic care to all clients. The successful candidate will demonstrate a strong sense of integrity and professional ethics, with a...