Logo for Broadridge

Client Success Representative (Remote)

Role overview

Qualifications

  • Bachelor’s degree or equivalent experience preferred
  • Minimum of 2-3 years of Customer Service experience, in a SaaS environment preferred
  • Exceptional written and verbal communication skills
  • Excellent attention to detail and quality of work

Responsibilities

  • Act as the primary point of contact for assigned clients and provide prompt and efficient resolution to their inquiries and concerns
  • Manage the onboarding process for new clients from start to finish and provide additional training as needed
  • Maintain a high customer satisfaction rating by providing exceptional service and delivering a quality onboarding and training experience
  • Achieve and exceed assigned performance targets, including customer retention and upsell targets

Key facts

Hard skills

Other skills

  • Customer Service
  • Communication
  • Detail Oriented
  • Time Management
  • Multitasking
  • Microsoft Outlook
  • Teamwork
  • Adaptability
  • Problem Solving

About the company

Broadridge logo

Broadridge

Capital Markets & Securities

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
IndustryCapital Markets & Securities
Company size10001

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

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 hiring! We are looking for an experienced and motivated Client Success Representative to join our Onboarding Team. The successful candidate will be responsible for building strong relationships with our clients and ensuring their satisfaction with our products and services. This role is responsible for ensuring a smooth and efficient onboarding process for new clients. This position is responsible for retaining their book of business and assisting our clients in reaching their desired outcomes with our Platform. Strong communication skills, attention to detail, time management and a desire to provide exceptional client service are required.


Responsibilities:


  • Act as the primary point of contact for assigned clients and provide prompt and efficient resolution to their inquiries and concerns, by phone, email, and video calls.
  • Manage the onboarding process for new clients from start to finish and provide additional training as needed.
  • Work collaboratively with the Client Success team to keep the company churn rate down.
  • Find opportunities to demonstrate value to our clients, identify key client engagement metrics and provide recommendations.
  • Maintain a high customer satisfaction rating by providing exceptional service and delivering a quality onboarding and training experience.
  • Collaborate with the customer to identify and implement strategies to achieve their goals and maximize the value they receive from our products.
  • Continuously gather and communicate customer feedback to internal teams to drive product improvement and enhance customer satisfaction.
  • Build and maintain strong relationships with clients to ensure their continued satisfaction.
  • Establish yourself as an expert with a deep understanding of our platform and products.
  • Deliver a superior client experience by providing a high level of customer service and maintaining quality throughout the onboarding process.
  • Achieve and exceed assigned performance targets, including customer retention and upsell targets.

Qualifications


  • Bachelor’s degree or equivalent experience preferred
  • Minimum of 2-3 years of Customer Service experience, in a SaSS environment preferred
  • Exceptional written and verbal communication skills
  • Excellent attention to detail and quality of work
  • Multi-tasking skills, ability to prioritize work and respond to clients within reasonable time frames
  • Able to adapt and embrace change on an ongoing basis, and always ready to learn
  • Create positive and professional business relationships with clients
  • Ability to learn software solutions quickly
  • Work cooperatively and effectively with fellow team members, clients, and other stakeholders

Preferred Qualifications


  • Salesforce
  • Microsoft suite
  • Outlook
  • JIRA
  • Confluence
  • Churnzero

Compensation Range: The salary range for this position is $21/hr


Bonus Eligibility: Bonus Eligible


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

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


All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable.  Apply by clicking the application link and submitting your information. The deadline to apply for this role is December 1, 2026


#LI-JS2

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.

Apply once. Then go straight to the hiring manager.

After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.

MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
·

Client Success Manager Related jobs

Other jobs at Broadridge

Premium

Reach out to the hiring manager directly.

Gain access to the contact details of the hiring managers who actually decide, and reach out to network with them directly. That, plus more when you upgrade:

  • Full match report with fit score and gaps
  • Career diagnostics on how recruiters read you
  • Curated company matches and warm intros
  • 48h early access to new roles

Cancel anytime.