Hybrid Senior Client Success & Growth Advisor

Broadridge; Phoenix (AZ); Hybrid; USD 75,000 - 90,000; Full time

Benefits offered by this job

Bonus Eligible

Comprehensive benefits offerings

Job summary

Broadridge seeks a Sr Client Services Representative in Phoenix or Denver to manage client relationships and drive business growth. This hybrid role involves working closely with clients and internal teams, ensuring key deliverables are met, and enhancing client satisfaction without compromising service quality.

The ideal candidate will have a Bachelor’s degree, 3+ years in the financial industry, and proficiency in MS-Office and Salesforce. A competitive salary, bonus opportunities, and a collaborative workplace culture are offered.

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

Responsibilities

• Function as primary point of contact for client relationships and retention.
• Proactively engage clients to identify and anticipate emerging needs.
• Document and recommend tailored solutions to client business needs.
• Partner with Client Development for cross-selling opportunities.
• Monitor and coordinate client training/testing with SME.

Skills

Attention to detail

Written communication skills

Ability to work under tight deadlines

Salesforce experience

MS-Office experience

Education

Bachelor’s degree or equivalent experience

3+ years of financial industry experience

Job description

Broadridge seeks a Sr Client Services Representative in Phoenix or Denver to manage client relationships and drive business growth. This hybrid role involves working closely with clients and internal teams, ensuring key deliverables are met, and enhancing client satisfaction without compromising service quality.

The ideal candidate will have a Bachelor’s degree, 3+ years in the financial industry, and proficiency in MS-Office and Salesforce. A competitive salary, bonus opportunities, and a collaborative workplace culture are offered.