Client Support Representative (Hybrid, Boston MA)

Broadridge • Boston, MA

102d • $30 - $32

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. The Client support Representative is responsible for managing client interactions with a demonstrated passion for building strong relationships. The Client support Representative will engage with internal and external parties to address all client needs in a professional and timely manner. The ideal candidate for this role has a team player attitude and is self-motivated to delivering great results. This role requires a highly organized, dynamic, and responsive individual with strong customer focus and the desire to exceed clients’ expectations.

Requirements

• BA/BS required
• 3 - 5 years of experience in a Client Services role within the financial services industry
• Document composition and filing experience for mutual funds and/or ETFs
• Excellent written and verbal communication skills, with a strong attention to detail
• Self-motivator who can adapt/respond to different types of requests on-the-go
• Intellectual curiosity for learning new skills and tools
• Ability to bring new ideas and help build more efficient processes
• Experience in a fast-paced working environment and the ability to multi-task, prioritize and manage time effectively
• Intermediate/Advanced skills with Microsoft Office, JIRA, and other tools/applications

Responsibilities

• Partners with clients to coordinate the composition of mutual fund/ETF regulatory documents within client defined and SEC mandated SLA’s.
• Ensures final documents are signed off and approved by the client for distribution.
• Establishes productive, professional client relationships through unparalleled support, service and value to drive client satisfaction.
• Owns and addresses client needs and issues from inception to resolution, provides updates and follow ups as needed.
• Proactively partners with internal teams to communicate client requirements and turnaround time expectations.
• Ability to anticipate client needs and proactively reaches out to discuss opportunities that may help the client achieve goals.
• Actively tracks client projects, updating and monitoring internal reports to ensure the timely and efficient progression of each project.
• Creates and presents business reviews to clients.
• Subject matter expertise in the areas of regulatory document composition, SEC regulations and Broadridge systems.
• Serves as the primary point of contact for assigned clients.

Benefits

• Comprehensive benefit offerings including educational opportunities and training programs
• Access to 8,500+ online courses through LinkedIn Learning

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees