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Broadridge Financial Solutions Analyst, Client Service Delivery (JR1024937) in Toronto, Ontario

Broadridge Financial Solutions, Inc. (BR) ( , a $4 billion global Fintech leader and part of the S&P 500® Index, is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers. At Broadridge, we do well by doing good. 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 powering investing, governance, and communications for our clients, their customers, and the financial services industry.

In this role, the Analyst, Client Service Delivery will manage day to day relationship with your designated client(s) and to be a part of business development activities with new clients. To be successful in this role, you will leverage your business knowledge and relationship management skills to successfully provide excellent service to our customers.

Key Job Functions/Responsibilities:

  • Overseeing and managing all aspects of RPM’s software implementations, across program streams such as business functional, technical / NFRs and conversion.

  • Managing the program / project plan including critical path, key milestones, resource requirements, and dependencies. This includes managing client and RPM deliverables.

  • Managing software deliveries to our clients, including the Release Charter process, release milestones / cut-off periods and project tracking throughout the solutions design and development period.

  • Leading status meetings and other recurring activities with our clients, including preparation of meeting materials and minutes.

  • Reporting on project milestones.

  • Understanding the client’s business and operating environment, including the system features used by the client to manage their business.

  • Developing and maintaining excellent knowledge of the RPM products and capabilities in order to meet client service expectations.

  • Development and maintaining relationships with key customer stakeholders.

  • Account management services in the post-production relationship; e.g., ongoing software delivery planning, and managing delivery of production releases.

  • Providing top notch customer service, supporting our customers in their use of RPM’s software.

  • Recommending new modules and/or RPM services to create customer value.


  • University degree or college diploma in a related field


  • 5+ years of experience in managing large client accounts. Ideally, you will have a sales or relationship management background, combined with knowledge of the investment business (Retail, IIROC and/or MFDA), or you have worked with software development firms in a similar role

  • Solid industry knowledge of the Canadian financial services sector and investment products – e.g., mutual funds and term deposits

  • Strong computer skills in MS Project, Word, Excel and PowerPoint

Personal Skills:

  • Proactive attitude and ability to work effectively in a team environment

  • Excellent written and verbal communications and presentation skills

  • Outgoing, diplomatic, warm personality with superior people skills

Recruitment ProcessCOVID-19 has accelerated change across our workplace, including our hiring practices. As a result, throughout your application process, you may be asked to connect with us virtually, and may not be required to meet in-person. Our recruiters will explain how virtual interviews will be held throughout the recruitment process, and they will be able to answer any questions you might have. Workplace FlexibilityWe 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 the role will start as full-time remote, as all of our associates are working from home. You should have a basic home office set up, high-speed internet, and the ability to work without distractions during core business hours. When everyone is able to return to the office this role will be hybrid, offering the right balance of virtual working and on-site activities (based out of our British Columbia or Ontario office location) for associates and clients as per the specific requirements of each role.

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.