Lead Client Services Representative – CONTRACT, Hybrid, Flexible Options
Broadridge
contract
Posted on:
Location Type: Hybrid
Location: Phoenix • Arizona • 🇺🇸 United States
Visit company websiteSalary
💰 $25 - $30 per hour
Job Level
Senior
About the role
- 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
Requirements
- 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.
- Functional/technical skills
- Attention to detail
- Written communication skills
- Comfort around higher management
- Process management
- Ability to work under tight deadlines
Benefits
- Flexible work arrangements
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
relationship managementprocess managementclient needs analysisproblem resolutionproduct enhancementAPI knowledgefinancial industry experienceretirement industry knowledgeresearch skillstraining development
Soft skills
attention to detailwritten communicationclient engagementproactive problem solvingorganizational skillsinterpersonal skillsability to work under tight deadlinescomfort around higher managementcollaborationfeedback solicitation
Certifications
Bachelor's degreeretirement industry certification