Lead, Client Services

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.

Role Description
Client-facing Customer Engineering Associate with in-depth knowledge of the BRACS system and applications, understanding the available functionality and how the BRACS solution is used by our clients. Experience with broker dealer/wealth management firms’ business and operational processes, with understanding of how the BRACS solution fits into client workflow. Provide troubleshooting and solution consulting from a BRACS functionality standpoint. Must also have enough technical knowledge to work with the development team to tie together the business reason and the BRACS solution.

Responsibilities

• Assist the Implementation Team with onboarding clients and identifying what solutions/functionality are available in BRACS to solve their business/operational needs

• Troubleshoot complex incident tickets and communicate updates directly to the client

• Assist CSMs with change or enhancement requests from clients, attend client meetings, write up requirements, and work with the Customer Engineering team on delivering the change or solution

• Support clients with configuration changes to align the system with their business needs

• Collaborate with Product Management and Product Development on the future of the BRACS product based on client requests and industry trends

• Help write and review product documentation alongside the Product Team

• Apply a theoretical knowledge base to achieve goals through individual work

• Provide guidance to others as needed and may lead small projects

• Use best practices and technical expertise to improve solutions and services

• Solve complex problems and apply a new perspective using existing solutions

• Work independently with minimal guidance

• Serve as a resource for colleagues with less experience

Qualifications

• Bachelor’s degree required

• 3–5 years of relevant experience in client-facing roles, customer engineering, or systems support

• Experience working with broker dealer/wealth management firms is preferred

• Familiarity with the BRACS platform is a plus

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.