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Client Support Representative (Hybrid, Boston MA)

Client Support Representative (Hybrid, Boston MA)

BroadridgeNewark, NJ, US
22 hours ago
Job type
  • Full-time
Job description

Overview

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

The Client Support Representative is responsible for managing client interactions with a demonstrated passion for building strong relationships. The role involves engaging with internal and external parties to address all client needs in a professional and timely manner. The ideal candidate is a team player who is self-motivated to deliver great results, highly organized, dynamic, and responsive with a strong customer focus and a desire to exceed clients' expectations.

Responsibilities

  • Partner with clients to coordinate the composition of mutual fund / ETF regulatory documents within client-defined and SEC-mandated SLAs. Ensure final documents are signed off and approved by the client for distribution.
  • Establish productive, professional client relationships through unparalleled support, service and value to drive client satisfaction.
  • Own and address client needs and issues from inception to resolution, provide updates and follow ups as needed. Proactively partner with internal teams to communicate client requirements and turnaround time expectations.
  • Anticipate client needs and proactively reach out to discuss opportunities that may help the client achieve goals.
  • Actively track client projects, updating and monitoring internal reports to ensure the timely and efficient progression of each project.
  • Create and present business reviews to clients.
  • Subject matter expertise in regulatory document composition, SEC regulations and Broadridge systems.
  • Serve as the primary point of contact for assigned clients.

Qualifications

  • BA / BS required
  • 3 - 5 years of experience in a Client Services role within the financial services industry
  • Document composition and filing experience for mutual funds and / or ETFs
  • Excellent written and verbal communication skills, with a strong attention to detail
  • Self-motivated and able to adapt / respond to different types of requests on-the-go
  • Intellectual curiosity for learning new skills and tools
  • Ability to bring new ideas and help build more efficient processes
  • Experience in a fast-paced working environment with the ability to multi-task, prioritize and manage time effectively
  • Intermediate / Advanced skills with Microsoft Office, JIRA, and other tools / applications
  • Salary range $30.00-$32.00 hourly USD. Bonus Eligible.

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

    Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings.

    LI-CS2

    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.

    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 BRcareers@broadridge.com.

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