Verified recordFinancial Services

Joanna Koinis

Client Relations Administrator at Broadridge

Based in United States

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Seniority

Staff

Department

Customer/Client Service

Location

United States

Industry

Financial Services

Company size

17K

Contact information

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Email

1 credit

j•••••••@broadridge.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Joanna Koinis

With over 20 years at Broadridge, I specialize in client relations, regulatory compliance, and project management. As a Client Relations Administrator, I oversee voluntary corporate actions, manage proxy voting processes, and support seamless client onboarding and testing. My role involves collaborating across teams to enhance operational efficiency and ensure client needs are met with precision. My experience and stem values provide ability to troubleshoot complex inquiries and implement actionable solutions in real time, retaining and regaining client trust while maintaining strong partnerships across financial internal operation, technology, production, management and most important the external clients. Always striving for stellar results.

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