Client Service Specialist (JR1017976)

Job Description

Company Description

Broadridge Financial Solutions, Inc. (BR) , a $4 billion global Fintech leader and a part of the S&P 500® Index, is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers. Broadridge provides an important infrastructure that powers the financial services industry and employs over 11,000 associates in 18 countries. For more information about Broadridge, please visit Broadridge.com/ .

Job Description

Broadridge is growing and we are excited to be expanding our team. We are seeking an individual to join our Client Services Team in our Denver, CO office. You would be joining a group of highly-skilled individuals with various levels of experience and diverse backgrounds. We pride ourselves on solid customer relationships, accuracy, teamwork, and flexibility. As our Client Service Specialist, you will provide service and support to our Bank/Trust clients and Third Party Administrator and Record Keeper clients. You will be responsible for providing excellent customer service, building trust, and strengthening relationships. Additional responsibilities include but are not limited to inquiries surrounding trading, payments and distributions, new accounts, dividends and income, as well as some business development.

Are you looking to join a creative and dynamic team? Would you like to help make a significant impact? See how you can contribute to our fast-growing organization today.

Responsibilities include:

• Build and maintain quality relationships with new and existing clients
• Work proactively and accurately within daily deadlines
• Partner, research, and communicate with internal teams to provide accurate and timely responses to client inquiries
• Host client relationship/service calls on an as needed basis
• Assist with customer installations and conversions
• Be curious! Ask questions to better understand client needs; provide education to clients on new products and services or ones not yet utilized that could be beneficial to their business
• Monitor daily trading activity and communicate to clients as needed
• Anticipate, research, and resolve issues concerning trading, disbursements, income, new accounts, and fund transfers
• Review overdraft reports and submit customer instructions to the Trust Company
• Become well versed on internal processes, products, and services offered while speaking confidently, proficiently, and answering questions from clients

Qualifications:

• Bachelor's degree or 2+ years of equivalent experience preferred
• You should possess Series 6 license or higher, or willingness to obtain within first 90 days of employment
• Ability to maintain a positive relationships with clients
• You should be a strong self-starter with a keen attention to detail and the ability to work under tight deadlines
• Ability work in a dynamic environment and adapt to changing circumstances
• Strong working knowledge of Microsoft Word, Excel, PowerPoint, and SharePoint
• Ability to multi-task and excellent time management and follow-up skills. You will need to be able to manage multiple tasks at a time, within stated deadlines
• Strong interpersonal and customer service skills

Additional Information

Broadridge is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age or any other protected status. "Everyone Benefits from Diversity & Inclusion. Diverse & Inclusive Teams Drive Growth." US applicants: Click here to view the "EEO is the Law" poster. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation in the event you are unable or limited in your ability to use or access the Company’s career webpage as a result of your disability. You may request a reasonable accommodation(s) by calling 888-237-7769 or by sending an email to [email protected]

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