Senior Client Services Associate

Broadridge; Quinte West; On-site; CAD 104,000 - 125,000; Full time

Benefits offered by this job

Bonus Eligible

Benefits package

Job summary

Broadridge is seeking a Sr Client Services Representative to manage a book of business for both TPA and Non-TPA clients, ensuring key deliverables, growth and client retention.

This role is hybrid, with in-person days in the Phoenix or Denver office twice a week and the remainder remotely, plus ongoing client meetings, product training, and collaboration with internal teams.

Qualifications

• Bachelor’s degree or equivalent experience preferred.
• 3+ years of financial industry experience, including two in a relationship management capacity.
• Retirement industry knowledge and certification preferred.
• MS-Office experience required.
• Salesforce experience preferred.
• Attention to detail
• Written communication skills
• Ability to work under tight deadlines

Responsibilities

• Function as primary point of contact for all facets of relationships, including retention initiatives, problem resolution, communications, and product enhancements.
• Proactively engage clients to identify and anticipate emerging needs beyond immediate requests.
• Derive, understand, and document the client’s business needs including identifying client specifications, conducting research, and recommending solutions.
• Develop tailored solutions that align with both client goals and organizational objectives.
• 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.
• Keep abreast of industry trends and understand regulatory items.
• 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
• Establish relationship with internal partners responsible for servicing the accounts
• Get to know the Client Services team members especially those specific to your clients and partner on service model
• Schedule virtual one on one with CS partner(s) ongoing to ensure mutual client support and address open items
• Work with Manager and internal teams to ensure Service Standards
• Participate in on-going training and development

Skills

Attention to detail

Written communication

MS-Office

Salesforce

Education

Bachelor’s degree or equivalent experience

Job description

At Broadridge, we’ve built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.

Broadridge is Growing! We are seeking a Sr Client Services Representative who will be responsible for managing a book of business for both TPA and Non-TPA clients to ensure key deliverables are met, driving both business growth and client retention.

Work Mode:

We are made up of high performing teams that meet in person to learn and collaborate as needed. This role is considered hybrid, which means you’ll be coming into the Phoenix or Denver office 2 days a weekandgiven the flexibility to work remotely the rest of the time.

Responsibilities:

• Function as primary point of contact for all facets of relationships, including but not limited to, retention initiatives, problem resolution, communications, and product enhancements
• Proactively engage clients to identify and anticipate emerging needs beyond immediate requests
• Derive, understand, and document the client’s business needs including identifying client specifications, conducting research, and recommending solutions
• Develop tailored solutions that align with both client goals and organizational objectives
• 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
• Keep abreast of industry trends and understand regulatory items
• 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
• Establish relationship with internal partners responsible for servicing the accounts
• Get to know the Client Services team members especially those specific to your clients and partner on service model
• Schedule virtual one on one with CS partner(s) ongoing to ensure mutual client support and address open items
• Work with Manager and internal teams to ensure Service Standards
• Participate in on-going training and development

Qualifications:

• Bachelor’s degree or equivalent experience preferred.
• 3+ years of financial industry experience needed including two in a relationship management capacity.
• Retirement industry knowledge and certification preferred.
• MS-Office experience required.
• Salesforce experience preferred.
• Attention to detail
• Written communication skills
• Ability to work under tight deadlines

Compensation Range: The salary range for this position is between $75,000 - $90,000. Broadridge considers various factors when evaluating a candidate’s final salary including, but not limited to, relevant experience, skills, and education.

Bonus Eligible
Benefits Information: Please visit www.broadridgebenefits.com for more 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.

The deadline to apply for this role is August 1, 2026

#LI-PP1

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.

Use of AI in Hiring

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

US applicants: Click here to view the EEOC “Know Your Rights” poster.

_ Disability Assistance _

We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone’s strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.

If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to [e-mail].