Client Services Specialist - Contract (Hybrid)
Broadridge is a leader in the FinTech industry, seeking a Client Services Representative to join their team in Phoenix, Arizona. The role involves managing client relationships, ensuring key deliverables are met, and facilitating the transition of retirement plans and mutual funds for clients.
Responsibilities
- Serve as the main contact for assigned TPA partners to transition their plans on and off our system
- Collect and Review all Legal documentation required to bring plans on and off system, ensuring everything is in good order
- Monitor initial plan funding to ensure all assets have transferred, addressing issues as they arise and escalating if necessary
- Proactively engage clients to identify and anticipate emerging needs beyond immediate requests
- 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
- 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
- Schedule virtual one on one with CS partner(s) ongoing to ensure mutual client support and address open items
Skills
- 1-3 years of financial industry experience, and 1-2 in a relationship management capacity
- High Attention to detail
- Excellent written and verbal communication skills
- Understanding of how to execute process management
- Ability to work under tight deadlines
- Bachelor's degree or equivalent experience
- Retirement industry certification
Company Overview
Company H1B Sponsorship