Broadridge Financial Solutions Client Service Specialist (JR1019245) in Phoenix, Arizona
Broadridge Financial Solutions, Inc. (BR), a $4 billion global Fintech leader and a part of the S&P 500® Index, is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers. Broadridge provides an important infrastructure that powers the financial services industry and employs over 11,000 associates in 18 countries. For more information about Broadridge, please visit Broadridge.com/.
Broadridge Financial Services is seeking a Client Service Specialist to work at our Phoenix, AZ office. You will provide account management oversight and establishment of specialized Matrix accounts under minimal supervision. Perform daily functions and provide account specific administration. Concentration placed on quality and accuracy of daily work, minimizing risk, and relationship management.
As a Client Service Specialist you will ensure that clients are responded to in a timely manner with all concerns and questions. Responsibilities will include:
Process activities in the assigned accounts based on client directives in a timely and accurate manner;
Provide a premium level of service to the clients and business partners by researching and responding to their needs in a professional and timely manner
Verify and Review activity reports daily and monitor all reports for compliance and respond in a designated time-frame;
Maintain client communications on regulatory, legal, accounting and account-related matters; and look for automation and streamlining opportunities.
Assist with the establishment of new accounts and serve as contact for client relationships; this includes completing application paperwork and have attention to detail;
Work with brokers and asset companies in regards to client's accounts.
Partner with other departments and employees as necessary to research, track and resolve day to day account issues keeping appropriate managers apprised of status and escalate as needed. When required, determine approach for resolution of high priority issues and follow up until resolved;
Adhere to division, client and alliance Service Standards and partner with Client Development to look for growth opportunities;
Develop Procedures relating to certain job functions as needed;
Perform additional team duties, responsibilities and project related initiatives as needed or assigned;
Understand the competition.
Bachelor's degree or equivalent work experience.
Minimum of four years' experience in administration of Corporate Retirement or related accounts.
Experienced with Microsoft Office applications.
Strong interpersonal skills, customer focused and engaging, detailed oriented and high degree of accuracy.
Must have the ability to prioritize work to meet daily workloads and deadlines under minimal supervision.
Working with Alternative Assets including Life Insurance and LPs is a plus.
Broadridge is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age or any other protected status.
"Everyone Benefits from Diversity & Inclusion. Diverse & Inclusive Teams Drive Growth."
US applicants: Click here to view the "EEO is the Law" poster.
If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation in the event you are unable or limited in your ability to use or access the Company’s career webpage as a result of your disability. You may request a reasonable accommodation(s) by calling 888-237-7769 or by sending an email to BRcareers@broadridge.com