Senior Customer Service Representative at Broadridge Financial Services with 19 years of experience in regulatory compliance and project management. Demonstrated ability to enhance client relationships and implement process improvements. Retain strong focus on anticipating challenges and delivering high-quality results through effective communication and collaboration.
Overview
18
18
years of professional experience
Work History
Senior Customer Service Representative
Broadridge Financial Services
Edgewood, NY
05.2007 - Current
Supported clients in meeting business needs related to regulatory and non-regulatory requirements.
Oversaw voluntary corporate actions and proxy voting processes for clients.
Coordinated new client conversions and conducted testing for existing clients.
Managed large projects and initiatives, ensuring completion within deadlines.
Researched and resolved daily inquiries, implementing real-time solutions.
Maintained strong partnerships with clients and in-house departments across global company.
Interfaced with internal and external groups to enhance personal knowledge and skills.
Liaised between operations, client services, and management teams to foster collaboration. We are seeking an Account Leader to join our team for managing a number of our most Take full ownership of the Global Intercompany process, overseeing day-to-day operations and ensuring accuracy and compliance.
Collaborate with global stakeholders and guide the team to deliver efficient, high-quality results.
Exhibit a goal-oriented mindset—proactively identifying opportunities to enhance value and improve processes.
Promote a collaborative and transparent team environment through clear communication and regular team meetings.
Ensure structured service delivery planning, conduct performance and process reviews, and drive continuous improvement across the team.
Requirements / Qualifications:
19+ years of hands-on experience in end-to-end Intercompany Accounting, including supervision of month-end close activities and reconciliations.
10+ years of proven team leadership and process ownership experience.
Strong communication skills—both written and verbal—with the ability to interact effectively with global stakeholders.
Demonstrated ability to anticipate challenges, think analytically, and resolve issues efficiently.
coordinated strategic opportunities and direction of bank broker account, establishing
Education
High School Diploma -
SUNY, Farmingdale
Farmingdale, NY
04-1994
Skills
Regulatory compliance
Project management
Client relationship management
Data analysis
Troubleshooting and resolution
Affiliations
Excited to dive in and learn multiple levels of blockchain cryptocurrency impact for future financial developments. Confident in my customer service problem solving skills provided and interested In applying my focus to new opportunities within Broadridge digital services.