Client Services Specialist - Contract (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 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 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.
Requirements
- Bachelor’s degree or equivalent experience preferred
- 1-3 years of financial industry experience, and 1-2 in a relationship management capacity
- High Attention to detail
- Excellent written and verbal communication skills
- Understanding of how to execute process management
- Ability to work under tight deadlines
Nice To Haves
- Retirement industry certification preferred, but not required
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
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What This Job Offers
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
