Client Service Specialist (JR1021528)

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. We are seeking a Client Service Specialist to join our Phoenix, AZ office located at 2800 N Central Ave. In this role, you will serve as a key relationship contact and act in a hardworking, professional and courteous manner to ensure that clients are responded to in a timely manner with all concerns and questions.

Responsibilities:

• You will process activity in the assigned accounts based on client directives in an accurate manner;
• You will verify activity reports daily and monitor all reports for compliance and respond in a designated time-frame;
• Review client billing and resolve aged receivables;
• Maintain client communications on regulatory, legal, accounting and account-related matters; and look for automation and streamlining opportunities.
• Administrative duties.
• Serve as a primary contact for the non-qualified client relationships;
• Keep abreast of industry trends and understand regulatory items and work with Unit and Section Managers on Alliance Level/Client services;
• Adhere to division, client and alliance Service Standards and partner with Client Development to look for cross-selling and growth opportunities;
• You will participate in the CRS Relationship Management Call/Visit Procedure;
• You will analyze current fees for services being provided and implement fee increases;
• Understand the competition.

Qualifications:

• Bachelor's degree or equivalent work experience.
• Minimum of four years' experience in administration of Corporate Retirement or related accounts.
• Experienced with Microsoft Office applications.
• Strong interpersonal skills, customer focused and engaging, detailed oriented and high degree of accuracy.
• Must have the ability to prioritize work to meet daily workloads and deadlines under minimal supervision.
• Working with Alternative Assets including Life Insurance and LPs is a plus.

Why should you join Broadridge?

• We will provide you with a platform to build strong professional working relationships with clients, fellow associates and management.
• You will receive an excellent benefits package which starts as of date of hire, including comprehensive healthcare (medical/prescription drug, dental, and vision), wellness benefits, life insurance, tuition reimbursement, disability benefits, 401k with company match and much more.
• You’ll enjoy a generous paid time off program including vacation, personal holidays, sick time and paid company holidays.

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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