Job Description

Client Services Representative

Broadridge is growing! We are seeking a client services representative to join our dynamic team in Phoenix, Arizona. In this role, you will assist with managing a book of business for both third party administrator (TPA) and non-TPA clients to ensure key deliverables are met, driving both business growth and client retention. You will work closely with clients and TPA partners to collect all legal documentation required to transition plans on and off platform.

Do you have experience with processing retirement plans and mutual funds? Are you looking to join a leader in the FinTech industry? If so, we'd love to hear from you!

This is a temporary contract position expected to last between 6-12 months, with the possibility of extension or potential permanent hire. This role is considered hybrid, which means you'll be coming into the Phoenix office 2 days a week and given the flexibility to work remotely the rest of the time.

Responsibilities:

• Serve as the main contact for assigned TPA partners to transition their plans on and off our system.
• Collect and review all legal documentation required to bring plans on and off system, ensuring everything is in good order
• Monitor initial plan funding to ensure all assets have transferred, addressing issues as they arise and escalating if necessary.
• Proactively engage clients to identify and anticipate emerging needs beyond immediate requests
• Understanding of client's agreements to help facilitate questions around invoicing/billing, pricing, and general agreement questions
• Partner with client development to look for cross-selling and growth opportunities
• Seek and provide client feedback in the development of new products or product improvements
• Ensure clients are aware of API and ongoing enhancements; coordinate training/testing with SME and log new requests
• Deliver quality products and services by attending internal training and providing training to client
• Schedule, lead and document regular client meetings as required for all facets of the client relationship from service, products, enhancements, and invoicing
• Monitor client requests by researching and gathering information and providing continual client updates
• Schedule virtual one on one with CS partner(s) ongoing to ensure mutual client support and address open items

Qualifications:

• Bachelor's degree or equivalent experience preferred
• 1-3 years of financial industry experience, and 1-2 in a relationship management capacity
• Retirement industry certification preferred, but not required

• High attention to detail
• Excellent written and verbal communication skills
• Understanding of how to execute process management
• Ability to work under tight deadlines

The pay range for this position is $25.00 - $28.00 per hour. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a companyand ultimately a communitythat recognizes and celebrates everyone's unique perspective.

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.

If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to BRcareers@broadridge.com.

Job Tags

Hourly pay, Permanent employment, Contract work, Work at office, Local area, Immediate start, Remote work, 2 days per week,

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