Client Service Representative (Operations)
Broadridge is hiring! We are seeking a Client Services Representative - Operations (Contract) to join our dynamic Custom Product Solutions team. In this role you will learn and support the growing suite of valuable products. You will act as a client advocate and interface between multiple internal departments to deliver a high-quality result, monitoring project completion from initiation through delivery. You will be asked to handle our clients' expectations while driving exceptional service; this includes researching and responding in a timely manner to moderately complex or mid to large sized clients with regards to their needs and our product set. You will understand and assist the client with the shareholder meeting process and product queries.
This is a temporary contract role. This is a remote role where you will work off-site. Travel is limited and generally used for team learning and collaboration meetings.
Responsibilities include:
- Guide clients through Broadridge’s various product offerings, which include but are not limited to: Document creation, Email creation, Custom website creation, shareholder reports, and Virtual Shareholder Meeting
- Work with a variety of internal applications to provide clients with samples of Broadridge products
- Monitor the effectiveness of systems, policies and procedures and make appropriate recommendations to ensure daily operations are efficient
- Coordinate testing for process enhancements
- Work collectively within a team environment while also handling your own dedicated client deliverables
- Maintain a demeanor of professionalism at work and begins to adopt Best Practices.
- Share ideas for process improvement and process efficiencies
Qualifications:
- Brokerage or back-office industry knowledge
- Proficiency in maintaining clients, high client satisfaction, and overall client advocacy
- Strong use of MS Office suite of products
- Successful time management skills with ability to multi-task, and give attention to detail
- Web Development (HTML, CSS) experience preferred, but not required
- Proficiency in Adobe Acrobat is a plus