Client Services Representative (CONTRACT) Hybrid - Flexible Options

Broadridge • Phoenix, AZ

2d • Hybrid

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. Broadridge is Growing! We are seeking a Client Services Representative who will be responsible for managing a book of business for both TPA and Non-TPA clients to ensure key deliverables are met, driving both business growth and client retention. Work Mode: Worked in a hybrid environment, collaborating in-office 2–3 days per week while managing responsibilities effectively in a remote setting.

Requirements

• Proficient with Microsoft Excel, Word, and Outlook
• Stay connected to and be readily available in team chat

Nice To Haves

• Bachelor’s degree or equivalent experience preferred
• 2+ years of experience in operational role including professional phone and e-mail correspondence
• Functional/technical skills
• Comfort speaking with high management, Advisors, brokers, etc
• Ability to work under tight deadlines
• Strong, clear communication (both written and oral English), including influencing skills

Responsibilities

• Provide world-class customer service through email, phone, and other client communication channels.
• Serve as the primary point of contact for client relationships, including retention, issue resolution, communications, and product-related support.
• Apply industry knowledge and problem-solving skills to meet goals and support client needs independently.
• Identify, analyze, and document client business needs by gathering specifications, conducting research, and recommending solutions.
• Assist clients with questions regarding self-directed brokerage account setup and transfers with outside brokerage firms.
• Maintain knowledge of client agreements to provide accurate guidance and support.
• Collect and communicate client feedback to support new product development and product enhancements.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree