Client Support Representative
Broadridge
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteSalary
💰 $30 - $32 per hour
Job Level
Mid-LevelSenior
About the role
- 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
- Anticipates client needs and proactively reaches out to discuss opportunities to help clients achieve goals
- Actively tracks client projects, updating and monitoring internal reports to ensure timely and efficient progression of each project
- Creates and presents business reviews to clients
- Serves as subject matter expert in regulatory document composition, SEC regulations and Broadridge systems
- Serves as the primary point of contact for assigned clients
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