Lead Client Services Representative (CONTRACT) (Hybrid - Flexible Options)

Broadridge•Phoenix, AZ

7d•$25 - $30•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: We are made up of high performing teams that meet in person to learn and collaborate as needed. This role is considered hybrid, which means you’ll be coming into the Phoenix office 1-2 days a week and given the flexibility to work remotely the rest of the time.

Requirements

Functional/technical skills
Attention to detail
Written communication skills
Comfort around higher management
Process management
Ability to work under tight deadlines

Nice To Haves

Bachelor’s degree or equivalent experience preferred.
At least three years of financial industry experience needed including two in a relationship management capacity.
Retirement industry certification preferred.

Responsibilities

Function as primary point of contact for all facets of relationships, including but not limited to, retention initiatives, problem resolution, communications, and product enhancements
Proactively engage clients to identify and anticipate emerging needs beyond immediate requests
Derive, understand, and document the client's business needs including identifying client specifications, conducting research, and recommending solutions
Develop tailored solutions that align with both client goals and organizational objectives
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
Keep abreast of industry trends and understand regulatory items
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
Establish relationship with internal partners responsible for servicing the accounts
Get to know the Client Services team members especially those specific to your clients and partner on service model
Schedule virtual one on one with CS partner(s) ongoing to ensure mutual client support and address open items
Work with Manager and internal teams to ensure Service Standards
Participate in on-going training and development