Marc Pinsky
Client Services Manager at Broadridge | New York, New York, United States
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Marc Pinsky is a dynamic Client Services Manager at Broadridge, where he leverages his extensive expertise in financial services and technology to drive exceptional client outcomes. With a robust background in business development and client management, Marc excels in fostering strong relationships with key clients across various asset classes, including Equity, Fixed Income, Private Equity, Real Estate, and Hedge Funds. His role at Broadridge involves overseeing complex implementations and ensuring seamless integration of financial software solutions, which is critical for enhancing operational efficiency and delivering superior customer success.
Marc is currently spearheading several key projects aimed at optimizing Straight Through Processing (STP) for clients, thereby reducing operational risks and improving transaction speeds. His strategic approach to vendor management and post-sales support has been instrumental in elevating the client experience and driving long-term satisfaction. Known for his creativity and problem-solving skills, Marc has a proven track record of navigating the complexities of financial software implementation, ensuring that clients not only meet but exceed their operational goals.
His ability to manage intricate client relationships while delivering tailored solutions has earned him recognition within the industry. Marc’s commitment to excellence and innovation positions him as a valuable asset to Broadridge and its clients, as he continuously seeks to enhance service delivery and drive growth in an ever-evolving financial landscape.
Client Services Manager at Broadridge in March 2018 to Present
Director at Broadridge in April 2021 to Present
Senior Director Client Services at Broadridge in March 2024 to Present
Independent Consultant at Self employed in February 2017 to February 2020
Business Development Manager at Koger Inc in September 2017 to February 2018
Vice President/Customer Success Manager at eFront in January 2016 to November 2016
Vice President/Senior Client Services Manager at JPMorgan Chase in July 2013 to December 2015
Product Owner at Sungard Investran in July 2012 to May 2013
Manager, Investment Operations at Performance Equity Management, LLC in November 2004 to February 2012
Assistant Vice President/Client Service Officer at J.P. Morgan in January 2000 to January 2004
Assistant Treasurer at JPMorgan in January 1997 to January 1999
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Enterprise Account Management
Team Leadership
Sales Execution
SaaS Sales
Skilled Multi-tasker
Financial Institutions
Customer Outreach
Attention to Detail
Business Acumen
Client Delivery
Ad Hoc Analysis
Client Visits
Establishing Processes
Partner Relationship Management
Working with Investors
Timelines
Team Motivation
Strategic Relationships
Scorecard
Key Performance Indicators
Client Coverage
Customer Experience
Building Long-term Relationships
Customer-Focused Service
Performance Reviews
Request for Proposal (RFP)
Wealth Management Services
Trusting Relationships
Strategic Initiatives
Voice of the Customer
Customer Satisfaction (CSAT)
Experienced Sales Professional
Product Demonstration
Customer Engagement
Root Cause Analysis
Business Continuity
Incident Response
Internal and External Communications
External Communications
Problem Solving
Issue Management
Expert Communicator
Business Initiatives
Functional Leadership
Resolution Planning
Software Business
Enterprise Solution Design
Straight Through Processing
Fund Services
Supervisory Skills
Business Strategy
Customer Retention
Relationship Building
Customer Success
Service Delivery
Financial Services
Leadership
Business Process Improvement
Vendor Management
Customer Relationship Management (CRM)
Software Development Life Cycle (SDLC)
Hedge Funds
Private Equity
Investments
CRM
Investor Relations
Strategy
Investment Management
Software Implementation
Back Office Operations
Portfolio Management
Finance
Business Development
Project Management
Manage Client Relationships
Sales Operations
Asset Management
Account Management
Start-ups
Microsoft Office
Software as a Service (SaaS)
Management
Client Services
Customer Service
Relationship Management
Interpersonal Skills
Presentation Skills
Mentoring
Alternative Assets
Fund Of Funds
Financial Software Implementation
Key Client Relationships
Financial Technology
Post-sales Support
CSM
Fund Administration
Institutional Investments
Executive Management
Product Management
Consulting
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Discover more about BroadridgeWhat is Marc Pinsky email address?
Email Marc Pinsky at [email protected], [email protected] and [email protected]. This email is the most updated Marc Pinsky's email found in 2026.
What is Marc Pinsky phone number?
Marc Pinsky phone number is 917-572-9629.
How to contact Marc Pinsky?
To contact Marc Pinsky send an email to [email protected], [email protected] or [email protected]. If you want to call Marc Pinsky try calling on 917-572-9629.
What company does Marc Pinsky work for?
Marc Pinsky works for Broadridge
What is Marc Pinsky's role at Broadridge?
Marc Pinsky is Client Services Manager
What industry does Marc Pinsky work in?
Marc Pinsky works in the Financial Services industry.
Marc Pinsky Email Addresses
Marc Pinsky Phone Numbers
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