Broadridge

Client Services Specialist – Contract

Broadridge

contract

Posted on:

Location Type: Hybrid

Location: Phoenix • Arizona • United States

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Salary

💰 $25 - $28 per hour

About the role

  • 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

Requirements

  • Bachelor’s degree or equivalent experience preferred
  • 1-3 years of financial industry experience, and 1-2 in a relationship management capacity
  • Retirement industry certification preferred, but not required
  • High Attention to detail
  • Excellent written and verbal communication skills
  • Understanding of how to execute 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 & Tools
process managementfinancial analysisclient relationship management
Soft Skills
attention to detailwritten communicationverbal communicationclient engagementproblem-solvingtime management
Certifications
Bachelor’s degreeretirement industry certification