Client Service Representative – Flexible Options

Broadridge

Client Service Representative responsible for client management at Broadridge. Engaging with clients, ensuring key deliverables and driving business growth with flexible working options.

Posted 7/21/2026full-timeEdgewood • New York • 🇺🇸 United StatesMid-LevelSenior💰 $28 - $31 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client service skills and the ability to manage multiple tasks effectively in a high-pressure environment. Proficient in creating financial documents and utilizing software tools to ensure accuracy and productivity.

Highest-signal resume keywords

Client Service ExperienceProficiency In Microsoft ExcelExcellent Written And Verbal CommunicationAgile Methodologies FamiliarityTime Management Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data EntryApplication TestingFinancial Document CreationMicrosoft WordMicrosoft OutlookMicrosoft Access

Soft Skills

AdaptabilityTeam CollaborationRespectful EngagementListening Skills

Tools & Technologies

Adobe Suite

Industry Keywords

High-Pressure EnvironmentHigh-Volume EnvironmentCustomer-Service StandardsStrict Deadlines

About the role

Key responsibilities & impact

Candidate will be working on our Client Facing team managing internal and external clients as well as checking the accuracy of forms and entering data into a tracking database.
Candidate should be experienced working in a high-pressure, high-volume environment where accuracy is paramount.
Highly adaptable professional with the ability to thrive in diverse environments and engage respectfully with people of varied backgrounds and perspectives.
Responsible for creation of financial documents and approval process using Adobe suite of software products.
Familiarity with Agile methodologies, including regular application testing throughout the development lifecycle.
Ability and availability to perform regular application testing within an Agile development framework.
Candidate must be computer savvy and capable of learning new software applications with relative ease.
Have Client service experience. Candidate will communicate directly with clients as well as internal departments.
Be comfortable working within a team while owning their own work.
Must maintain a high level of productivity, quality, and customer-service standards while adhering to strict deadlines.
Candidate must utilize great time management skills to handle extremely high seasonal volumes.

Requirements

What you’ll need

Strong client services background.
Excellent written and verbal communication and listening skills.
Excellent ability to understand the scope of each project, prioritizes tasks, and effectively manages time.
Proficiency in Microsoft Excel, Word, and working knowledge of Outlook and Access.

Benefits

Comp & perks

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