Susan Berta
Supervisor Client Services at Broadridge | Brentwood, New York, United States
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As the Supervisor of Client Services at Broadridge, Susan Berta plays a pivotal role in enhancing client satisfaction and operational efficiency within the firm. With a strong foundation in wealth management, asset management, and capital markets, Susan leverages her expertise to ensure that every client interaction is not only positive but also impactful. Her commitment to exceptional client service is evident in her proactive approach to client invoicing and her ability to lead a diverse team of client service professionals, each with varying levels of experience.
Under Susan's leadership, the Client Services team has successfully implemented key projects aimed at streamlining processes and improving service delivery. Her focus on continual growth and skill development has fostered an environment where team members are encouraged to enhance their capabilities, ultimately driving operational excellence. Recognized for her dedication and performance, Susan has achieved three promotions within her department, a testament to her self-awareness and ambition in her career.
In addition to her managerial skills, Susan’s proficiency in financial risk assessment and investment strategies allows her to provide valuable insights that align with Broadridge’s mission to deliver technology-driven solutions for clients. Her expertise in Microsoft Office further supports her ability to analyze data and present findings that inform strategic decisions. As a passionate advocate for client success, Susan Berta embodies the values of Broadridge, ensuring that the firm not only meets but exceeds client expectations in the ever-evolving landscape of financial services.
Supervisor Client Services at Broadridge in February 2008 to Present
Manager at Broadridge in March 2018 to Present
Senior Manager at Broadridge in January 2022 to Present
Director Client Solutions at Broadridge in July 2024 to Present
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Management
Investments
Asset Management
Financial Risk
Capital Markets
Wealth Management
Leadership
Sales
Customer Service
Microsoft Office
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Discover more about BroadridgeWhat is Susan Berta email address?
Email Susan Berta at [email protected]. This email is the most updated Susan Berta email found in 2026.
What is Susan Berta phone number?
Susan Berta phone number is +16318939218.
How to contact Susan Berta?
To contact Susan Berta send an email to [email protected]. If you want to call Susan Berta try calling on +16318939218. (updated on October 31, 2024)
What company does Susan Berta work for?
Susan Berta works for Broadridge
What is Susan Berta's role at Broadridge?
Susan Berta is Supervisor Client Services
What industry does Susan Berta work in?
Susan Berta works in the Financial Services industry.
Susan Berta Email Addresses
Susan Berta Phone Numbers
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