Client Services - Onboarding Specialist
CurrentClient Relations Representative/Onboarding SpecialistBroadridge Financial Solutions, Inc.March 2016 - Present• Conduct meticulous reviews of clients' investment accounts, ensuring data accuracy and completeness through internal control testing.• Spearhead the creation, evaluation, and approval of System Enhancements, optimizing operational procedures across various levels.• Collaborate with senior management to analyze daily statistical reports, identifying discrepancies, and implementing process improvements.• Proactively manage client onboarding, providing demonstrations of Broadridge's ProxyEdge service, and implementing client feedback to enhance practices and strategies.