Client Service Representative

Broadridge

Client Service Representative supporting clients by addressing inquiries and ensuring data integrity in retirement services. Collaborating with teams for effective client relationship management.

Posted 7/1/2026full-timePhoenix • Arizona • 🇺🇸 United StatesJunior💰 $60,000 - $75,000 per yearWebsite

About the role

Key responsibilities & impact

Serve as the primary day-to-day contact for assigned clients, providing responsive support on routine account questions, transaction requests, and service inquiries.
Assist in processing participant and plan-level transactions—such as contributions, distributions, and plan updates—in accordance with established procedures and compliance requirements.
Coordinate with internal departments (e.g., operations, compliance, investments) to ensure accurate and timely completion of client deliverables.
Prepare and maintain required client documents, reports, and meeting materials, ensuring accuracy and confidentiality.
Log and track client communications and service activities in CRM and recordkeeping systems for audit and reporting purposes.
Monitor deadlines, follow up on open items, and escalate more complex or sensitive requests to senior representatives or management.
Support onboarding activities for new client accounts and plan transitions, assisting in data collection, setup, and testing as needed.
Participate in team initiatives to streamline service workflows, enhance client satisfaction, and reinforce compliance best practices.
May perform other duties/responsibilities as needed or assigned.

Requirements

What you’ll need

Associate or Bachelor’s degree in business, finance, or a related field, or equivalent work experience.
1+ years of experience in financial services, retirement plan administration, or client account support.
Working knowledge or interest in retirement plans (401(k), 403(b), defined benefit, etc.) and related regulations (ERISA, IRS, DOL).
Strong organizational, analytical, and communication skills with attention to accuracy and confidentiality.
Proficiency in Microsoft Office Suite and familiarity with CRM or recordkeeping systems.
Customer focus and relationship building.
Client service orientation and professional communication.
Strong attention to detail with commitment to data integrity.
Ability to manage competing priorities in a deadline-driven environment.
Collaboration across teams and functional areas.
Problem-solving and willingness to learn complex financial processes.
Adherence to compliance, confidentiality, and ethical standards.

Benefits

Comp & perks

Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Financial Services ExperienceRetirement Plans KnowledgeTransaction ProcessingData Collection and SetupReport PreparationAudit and ReportingService Workflow StreamliningAttention to DetailAnalytical SkillsProblem-Solving

Soft Skills

Organizational SkillsCommunication SkillsCustomer FocusRelationship BuildingCollaboration