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Broadridge Financial Solutions Annual Meeting Services Senior CSR in Houston, Texas

Broadridge is hiring! The Issuer Services team is seeking an Annual Meeting Services Senior Specialist to join our team supporting the Virtual Shareholder Meeting and Shareholder Meeting Registration products. In this client facing, role you will be responsible for overseeing all aspects of the issuer facing AGM product suites including the Virtual Shareholder Meeting process. Planning and executing shareholder meetings using our online platform will be the primary focus of this newly created role. Instrumental in the success of this position, an in-depth knowledge of event coordination and management, corporate proxy rules and client communication. Guiding clients through the shareholder meeting process and Broadridge capabilities is part of the day to day management needed for this team. Keeping clients on track to ensure their event is executed successfully and flawlessly. Working closely with both the client and our vendors, you will be asked to problem solve issues in real time and approve remediation actions offered. Completing tasks by set milestone dates to ensure the event is successful is necessary. Leading a dedicated team to support Annual Meeting services in day to day support for escalations and inquiries.

Responsibilities include:

  • Fully understanding the capabilities and options for both the Virtual Shareholder Meeting and Shareholder Meeting Registration products

  • Plan and organize events with attention to deadlines, milestones, time constraints and any additional financial impact

  • Coordinate support and responsibilities both internally and with external vendors

  • Communicate regularly via phone, email and scheduled meetings to provide updates and set expectations as the AGM approaches

  • Understand client needs and expectations to deliver World Class Service Broadridge is known for

  • Troubleshoot issues real time and offer solution when necessary

  • Guide clients in a consultative manner and provide best practices for successful execution

  • Offer solutions to resolve problems in a timely manner

  • Monitor and verify live events

  • Manage client timeline to ensure all deliverables and communications are provided in a timely manner

  • Complete internal tasks and operations to prepare the Virtual Shareholder Meeting and Shareholder Meeting platform

  • Testing and verifying of future development enhancements

  • Work directly with internal Product Management team, Sales organization and Client Experience staff

  • Communicate daily with client contacts including "C" suite

  • Occasional onsite support of events

  • Lead a team of Specialists supporting Annual Meeting Services.

  • First level for escalation and inquiries


  • 3 years of experience as event coordinator or similar role

  • Proficient in MS Office

  • Excellent vendor management skills

  • Sense of ownership and pride in your performance and its impact on company's success

  • Critical thinker and problem-solving skills

  • Team player

  • Excellent time-management skills

  • Great interpersonal and communication skills