Client Onboarding Specialist (remote)

Broadridge • Round Rock, TX

1d • $90,000 - $105,000 • Remote

About The Position

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team. As a Client Onboarding Specialist, you will lead and facilitate initial client engagement to gather, analyze, interpret, document, and communicate complex and detailed client business requirements. The Client On-boarding Specialist will produce a blend of business, functional, and technical documentation that will carry over to IT Development teams throughout the project lifecycle. In addition, you will have significant involvement and interaction with multiple Sales, Account Management, Business, IT, and Product Management groups within Broadridge regarding client requirements and Broadridge services. This role will support high level strategic initiatives and defined business processes.

Requirements

• Bachelor’s degree or equivalent experience preferred
• At least 2 years in a client facing role
• At least 2 years in a business analysis role
• Industry specific knowledge
• Strong attention to detail
• Ability to focus to task completion
• Demonstrated business, functional, and technical documentation skills
• Strong Analytical skills
• Start to finish process flow comprehension
• Proficient written and verbal skills
• Travel may be required
• Off hour engagement when required

Responsibilities

• Elicit, articulate, and document comprehensive Client business, functional, and technical requirements.
• Outline, plan, and drive the progression to gather, analyze, and document aspects surrounding a client’s requirements and service needs.
• Produce required Business and Technical requirement documentation that is accurate, complete, clear, and understandable.
• Establish and instill client confidence/trust in you and the Broadridge organization.
• Plan and execute client requirement sessions with an emphasis on success for client intake and subsequent service execution.
• Lead and guide client discussions with confidence and resolve.
• Ability to have client discussions at peer level and senior level.
• Manage crucial conversations.
• Escalate crucial client/internal conversations or concerns when appropriate.
• Proficient and articulate Broadridge Product, Technical, and Operational specifications/workflows.
• Train, mentor, and coach new Requirements Gathering Specialists that join the team.
• Display a positive attitude and inspires others for greater performance.
• Decline any decision which could breach BR best practice, cause harm/risk to a client or harm/overwhelm an associate.
• May perform other duties/responsibilities as needed or assigned.

Benefits

• Bonus Eligible
• Please visit www.broadridgebenefits.com for information on our comprehensive benefit offerings.
• All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable.
• 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.
• Broadridge provides educational opportunities, including formal classes, training programs and events.
• Our associates have access to 8,500+ online courses covering business, leadership, technical, and function-specific topics through our LinkedIn Learning program.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level