Client Service Representative (Hybrid - Flexible Options)

broadridge; Edgewood (NY); Hybrid; USD 34,440 - 46,838; Full time

Benefits offered by this job

Bonus Eligible

Job summary

Broadridge is seeking a Client Service Representative to manage a book of business for clients, driving growth and retention. This full-time role is in a hybrid environment, collaborating in our Edgewood office 2-3 days per week while handling responsibilities remotely.

You will work on the Client Facing team, ensure accuracy of forms, enter data, create financial documents, and support QA in a high-volume, deadline-driven setting.

Qualifications

• 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.

Responsibilities

• 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

Skills

Client service

Communication

Time management

Tools

Microsoft Excel

Microsoft Word

Outlook

Access

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.

Client Service Representative

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

This is a Full-Time position.

Work Mode

Worked in a hybrid environment, collaborating in our Edgewood office 2-3 days per week while managing responsibilities effectively in a remote setting.

JOB RESPONSIBILITIES

• 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

QUALIFICATIONS

• 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.

CORE COMPENTENCIES

• Communication
• Teamwork/Cooperation
• Client Management

FUNCTIONAL COMPENTENCIES

• Multi-Tasking
• Time Management
• Approach to Work
• Learns From Experience
• Adobe Acrobat Pro and Adobe InDesign knowledge a plus

“Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.”

$28–$31/hr

Bonus Eligible

#LI-MR1

#LI-Hybrid

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.

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].