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Associate Client Support Representative (REMOTE)

Role overview

Qualifications

  • Bachelor’s degree or equivalent experience preferred
  • At least three years of customer service experience
  • Strong written and verbal communication skills
  • Proficient in Microsoft Office applications - Word, Excel, Powerpoint

Responsibilities

  • Maintain efficient and effective communication with clients through calls and emails
  • Educate customers regarding compliance processes and digital tools
  • Create, fulfill and maintain Broadridge products
  • Log call notes in Salesforce and maintain client relationships focused on satisfaction and retention

Other skills

  • Customer Service
  • Communication
  • Troubleshooting (Problem Solving)
  • Microsoft Office
  • Detail Oriented
  • Non-Verbal Communication
  • Physical Flexibility
  • Time Management

About the company

Broadridge logo

Broadridge

Financial Services

Broadridge, a global fintech leader with $5 billion in revenues, helps clients get ahead of today’s challenges to capitalize on what’s next with communications, technology and data and analytics solutions that help transform their businesses. The world’s leading companies and financial institutions recognize us as an invaluable partner. We handle millions of trades a day involving trillions of dollars, deliver essential communications for over 5,000 brands and manage shareholder voting in 90 countries.

Company details

Company typeXLarge
IndustryFinancial Services
Company size10001

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Job description

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.

Broadridge is Growing! We are seeking an Associate Client Support Representative who maintains efficient and effective communication with our subscriber base by handling both inbound and outbound phone calls and email correspondence. The Enterprise Client Support team members continually educate customers regarding compliance processes, troubleshooting techniques, how to leverage the digital tools we provide by conducting educational webinars.  In addition to customer education, the Associate Client Support team members are responsible for creating, fulfilling and maintaining Broadridge products, such as, websites, domain names, sponsored ads, digital advertising and social media support.

Work-Mode: This is a remote role where you will work off-site. Travel is limited and generally used for team learning and collaboration meetings.  

    Job Responsibilities:

    • Call Handling
      • Inbound calls – All Clients
      • Outbound calls – Collections, Product and Sales Support
      • Log call notes in Salesforce
    • Customer Relationship Management
      • Maintain client relationships focused on customer satisfaction and retention
      • Educate clients on product and program enhancements
      • Compliance monitoring and management
      • Create Corporate Client reports as needed
      • Maintain and track communication with clients
      • Liaison to other teams and/or resources
      • Flexibility in work schedule is a necessity
      • Facilitate information flow to all relevant parties
      • Support Client Relationship Manager and Client Services Manager as needed
      • Complete additional projects as assigned
    • Customer Education
      • Ongoing knowledge base of Compliance guidelines
      • Ongoing product support
      • Editor/tool knowledge base and support
      • Guide customers through Corporate Client Intranets, policies and procedures
    • Troubleshooting/Case Management
      • Researching previous and current account activity to resolve issues or answer questions
      • Entering issues for Development to further investigate
      • Close case and follow up with customer on resolution
    • Website Creation and Maintenance
      • Build a variety of new websites as new sales are confirmed
      • Review and process product update requests
      • Review and update html coding on a variety of site types
      • Monitor adherence to Compliance guidelines
      • Send follow up emails to clients to confirm completion of task
    • May perform other duties/responsibilities as needed or assigned

    Preferred Qualifications:

    • Bachelor’s degree or equivalent experience preferred
    • At least three years of customer service experience.

    Skills/Competencies:

    • Functional/technical skills
    • Attention to detail
    • Strong written and verbal communication skills
    • Comfort with online marketing solutions
    • Comfort with AI applications
    • Process management experience
    • Ability to work under tight deadlines
    • Proficient in Microsoft Office applications - Word, Excel, Powerpoint
    • Ability to sit for long periods of time
    • Ability to maintain professional verbal conversations for the majority of the shift
    • Ability to enter data while maintaining customer communication

    Hourly range $20-21/hr  plus bonus

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

    #LI-MR1

    #LI-Remote

    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.

    Use of AI in Hiring 

    As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

    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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    MR

    Marcus Rivera

    Chief Revenue Officer

    m.rivera@company.com
    linkedin.com/in/marcusrivera
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