Saul Vasquez
Holtsville,NY
Summary
Dynamic professional with extensive experience at Broadridge Financial Solutions, adept at client management and service. Proven track record in optimizing outcomes through strategic relationship building and data analysis, resulting in significant cost savings. Skilled in project management and conflict resolution, committed to delivering exceptional client experiences.
Overview
6
6
years of professional experience
Work History
Associate Relationship Manager
Broadridge Financial Solutions, Inc.
07.2024 - Current
- Manage relationships for over 120 institutional clients.
- Proactively lead client meetings to evaluate changing needs and cultivate enduring, trust-driven relationships.
- Regularly evaluate client feedback to identify improvement opportunities and drive targeted enhancements to optimize outcomes.
- Ensure seamless onboarding for new clients by guiding them through product setup and delivering tailored training sessions.
- Partnered with the Product team to design and implement logic and standard operating procedures (SOPs) for managing terminated clients within the new client portal.
Client Relations Administrator
Broadridge Financial Solutions, Inc.
12.2022 - 07.2024
- Successfully assumed management of over 100 auto-file clients.
- Efficiently onboarded all new clients, consistently meeting or exceeding SLA deadlines.
- Proactively engaged with clients to resolve inquiries and deliver timely, actionable updates.
- Worked with team members to create a comprehensive SOP document for the Client Service team, enhancing operational consistency.
Associate Client Relations Administrator
Broadridge Financial Solutions, Inc.
06.2021 - 12.2022
- Took ownership of all Case-by-Case clients, overseeing global securities class action tracking and research, producing bi-weekly alert reports, and managing ad-hoc claim filings.
- Supported Relationship Managers in deficiency and audit request outreach, ensuring coordinated, prompt responses to claims administrators.
- Collaborated with internal teams to validate data accuracy and enhance functionality for the new client portal.
Logistics Analyst
Broadridge Financial Solutions, Inc.
04.2019 - 05.2021
- Produced daily reconciliation reports using advanced analytics and Excel spreadsheet functions to monitor work orders within Operations and ensure SLAs were met.
- Analyzed large data sets for large jobs to identify cost savings opportunities resulting in $200k in savings for FY20.
- Collaborated with internal teams and departments to develop and launch new billing and reconciliation database.
Education
MBA - Finance
Molloy University
Rockville Centre, NY05.2025
Bachelor of Science - Business Management
Farmingdale State College
Farmingdale NY05.2018
Skills
- Client Service
- Client Management
- Global Securities Class Actions
- Project Management
- Market Analysis
- Conflict Resolution Skills
- Macro Economics
- Proficient in Microsoft Office Suite
Additional Experience
Internship, 08/2017-11/2017
Merrill Lynch Wealth Management - Melville, NY
- Updated strong profile to assist Financial Advisor teams to comply with firm strategy and department of labor fiduciary standard. Worked with several financial advisors to gather and input data to run financial plans.
Timeline
Associate Relationship Manager
Broadridge Financial Solutions, Inc.
07.2024 - Current
Client Relations Administrator
Broadridge Financial Solutions, Inc.
12.2022 - 07.2024
Associate Client Relations Administrator
Broadridge Financial Solutions, Inc.
06.2021 - 12.2022
Logistics Analyst
Broadridge Financial Solutions, Inc.
04.2019 - 05.2021
MBA - Finance
Molloy University
Bachelor of Science - Business Management
Farmingdale State College
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