Financial Client Account Representative

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.

We are currently seeking Client Account Representatives for our Montreal and Toronto teams. The Client Account Representative is the focal point for delivery of Securities Industry Services (SIS) services to our clients and acts as the second level support for problem incidents, changes and service requests. We are looking for a few dynamic individuals, with a passion for helping others, that thrives in a fast-paced environment and enjoys being on the front line with customers.

Key Responsibilities:
- Responsible for working with internal teams and clients to ensure customer satisfaction- Conduct regular meetings with clients to review KPIs and Service Levels- Focal point for delivery of SIS services and SIS daily/monthly/year-end processing-
- Focal point to provide your client with updates for major incidents- Client Relationship Management - managing Client expectations and satisfaction- Client focal point for problem management, change management and client requests for services- Build and maintain strong client relationships- Find creative ways to improve processes/communication- Promotes the organization's capabilities to clients, identifies sales opportunities to be forwarded to the account managers- Availability after-hours/weekends for major incidents and project implementations- Management and reporting of SIS contracted Service Level Agreements- Work efficiently in a multi-tasking environment where high attention to detail is required

Must have:
- Understanding of the Canadian securities industry, stocks and trading.- Basic understanding of the stock market.- Familiarity with trading securities and understanding of the terminology used in trading/ trade processing- Strong analytical and problem-solving skills- Excellent customer service skills- Technologically savvy, smart, sharp, willing to learn and grow.- Self-motivated, attentive listener, passionate about customer success- Microsoft Office Skills - Word, Excel, PowerPoint

Preference will be given to individuals with:
- Bachelor or College degrees- Financial services industry or Securities Industry knowledge/experience- Completed or willingness to complete Canadian Securities Industry Course- Previous customer support experience

Recruitment Process

Background Check Process

Broadridge requires employees to complete a background check that is completed by one of our service providers. We use this service to complete the following checks:
- Employment verification- Education verification- Credit inquiry- Canadian criminal record check

Workplace Flexibility

We are committed to supporting flexible work arrangements, investing in technology or other resources to enable you to work from home effectively, wherever possible.

At this time this is a hybrid role, and therefore you should have a basic home office set up, high-speed internet, and the ability to work without distractions during core business hours.

Accessibility & Accommodation

Broadridge is an equal opportunity employer and is committed to a diverse and inclusive workplace ensuring that equal employment opportunities are provided to all individuals, regardless of race, colour, gender identity, sexual orientation, marital status, creed, age, disability, religious affiliation, or national origin or citizenship. If you require any accommodations during the recruitment process, please notify our recruitment team.

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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.