Client Implementation Specialist @20-3109828 Broadridge Managed Solutions, Inc

[Hiring] Client Implementation Specialist @20-3109828 Broadridge Managed Solutions, Inc

Mar 28, 2025 - 20-3109828 Broadridge Managed Solutions, Inc is hiring a remote Client Implementation Specialist. đź’¸ Salary: $100,000 - $110,000, bonus eligible. đź“ŤLocation: USA.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.

Role Description

The Client Implementation Specialist will be both a subject matter expert on the Broadridge front office solutions offering as well as the liaison between our clients and a variety of internal teams (ie: Product Management, Account Management, Client Support, etc.). This is a predominantly client-facing role in which your main responsibilities are to:

  • Engage with clients to gather business case requirements
  • Translate business requirements into technical documentation
  • Manage project timelines and budgets to ensure efficient and timely delivery to clients
  • Lead training sessions on system functionality to relevant client users
  • Facilitate user acceptance testing (UAT) with clients
  • Communicate client feedback to relevant teams internally to identify potential product enhancements
  • Work with internal teams to identify areas for process improvement

This role is considered hybrid, which means you’ll be assigned to a Broadridge office and given the flexibility to work remote.

Qualifications

  • Bachelor’s degree in Finance, Business, Information Technology, or related field
  • 2–5 years of experience in software implementation, project management, or a related role, preferably in the investment management or financial services industry
  • Familiarity with investment management concepts, including portfolio management, trading, accounting, and reporting
  • Experience working with traditional buy-side institutions (ie: hedge funds, asset managers, etc.)
  • Familiarity with equity, fixed income, and/or derivative markets
  • Strong technical skills, including knowledge of database structures, data integration, and APIs
  • Proficiency in tools like SQL, Excel, and workflow visualization software (e.g., Visio)
  • Excellent communication, interpersonal, and client-facing skills
  • Ability to manage multiple projects and deadlines in a fast-paced environment

Requirements

  • Experience working with investment management software (e.g., Charles River, Eze, or other similar platforms)
  • Project management certification (e.g., PMP, ScrumMaster) is a plus
  • Knowledge of financial regulations and reporting standards

Benefits

  • Salary range $100,000.00- $110,000.00
  • Bonus Eligible

Similar Remote Jobs

More Project Management jobs

More jobs in USA

Before You Apply
️
đź“Ť Be aware of the location restriction for this remote position: USA
‼ Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
Client Implementation Specialist @20-3109828 Broadridge Managed Solutions, Inc
Project Management
Salary đź’¸ $100,000 - $110,000, bonus eligible
Remote Location
USA
Job Type full-time
Posted Mar 28, 2025
Apply for this position Unlock 54,554 Remote Jobs
️
đź“Ť Be aware of the location restriction for this remote position: USA
‼ Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
Client Implementation Specialist Apply for this position Unlock 54,554 Remote Jobs
Ă—
  • Unlock 54,554 hidden remote jobs.
  • Your shortcut to remote work. Apply before everyone else.
  • Click and apply. No middlemen, no hassle.

We’re not like the other sites. Come see why!

50% off in April 2025
  • Single payment
  • Lifetime access
  • Filter by location/skills/salary…
  • Create custom email alerts
  • Private Slack Community