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Client Service Specialist – JR1029625

Broadridge

Broadridge is the leading provider of investor communications and technology-driven solutions—helping broker-dealers, banks, mutual funds, and corporate issuers manage risk and accelerate growth.

Client Service Specialist will serve as a key relationship contact and act in a proactive, professional and courteous manner to ensure that clients are responded to in a timely manner with all concerns and questions.

The team supports multiple large, sophisticated client relationships. With the current and anticipated workload there is an immediate need to add a Client Service Specialist role on the team.

Account Responsibility/Oversight
– Process activity in assigned accounts based on client directives in a timely and accurate manner
– Verify and monitor open Activities daily
– Monitor all reports for compliance and respond in designated timeframe
– Review client billing and resolve aged receivables timely
– Maintain client communications on regulatory, legal, accounting and account-related matters
– Continue to look for automation and streamlining opportunities
– Review plan/client documentation
– Maintain knowledge of Broadridge on-line tools and services offered
– May perform other duties/responsibilities as needed or assigned

Relationship Management
– Serve as a primary contact for client relationships
– Provide proactive services to Clients/Alliance Partners
– Keep abreast of industry trends and understand regulatory items
– Work with Supervisory and Manager on Alliance and Client Level services
– Share information with team and management
– Adhere to division, client and alliance Service Standards
– Partner with Client Development to look for cross-selling and growth opportunities
– Schedule and participate in regular client relationship calls
– Analyze current fees for services being provided and implement fee increases
– Understand the competition
– Establish relationship with internal service partners
– Participate in on-going training and development

Qualifications:
– Associates degree or higher
– Direct customer relationship experience in financial or retirement industry
– Experienced with Microsoft office applications
– Strong interpersonal skills; customer focused and engaging; detail oriented and high degree of accuracy; able to meet tight deadlines; flexible

To apply for the job click here

Client Service Specialist – JR1029625

To apply for the job click here

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Broadridge

Broadridge is the leading provider of investor communications and technology-driven solutions—helping broker-dealers, banks, mutual funds, and corporate issuers manage risk and accelerate growth.

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