Client Onboarding Specialist
Broadridge
full-time
Posted on:
Location Type: Remote
Location: Texas • United States
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Salary
💰 $90,000 - $105,000 per year
About the role
- Elicit, articulate, and document comprehensive Client business, functional, and technical requirements.
- Outline, plan, and drive the progression to gather, analyze, and document aspects surrounding a client’s requirements and service needs.
- Produce required Business and Technical requirement documentation that is accurate, complete, clear, and understandable.
- Establish and instill client confidence/trust in you and the Broadridge organization.
- Plan and execute client requirement sessions with emphasis on success for client intake and subsequent service execution.
- Lead and guide client discussions with confidence and resolve.
- Ability to have client discussions at peer level and senior level.
- Manage crucial conversations.
- Escalate crucial client/internal conversations or concerns when appropriate.
- Proficient and articulate Broadridge Product, Technical, and Operational specifications/workflows.
- Train, mentor, and coach new Requirements Gathering Specialists that join the team.
- Display a positive attitude and inspire others for greater performance.
- Decline any decision which could breach BR best practice, cause harm/risk to a client or harm/overwhelm an associate.
- May perform other duties/responsibilities as needed or assigned.
Requirements
- Bachelor’s degree or equivalent experience preferred
- At least 2 years in a client facing role
- At least 2 years in a business analysis role
- Industry specific knowledge
- Strong attention to detail
- Ability to focus to task completion
- Demonstrated business, functional, and technical documentation skills
- Strong Analytical skills
- Start to finish process flow comprehension
- Proficient written and verbal skills
- Travel may be required
- Off hour engagement when required
Benefits
- Please visit www.broadridgebenefits.com for information on our comprehensive benefit offerings.
- All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
business analysisrequirements gatheringtechnical documentationfunctional documentationprocess flow comprehensionanalytical skills
Soft Skills
client managementcommunication skillsattention to detailtask completion focusmentoringpositive attitudeleadershipproblem-solving
Certifications
Bachelor's degree