Client Services Specialist - Contract (Hybrid)
Broadridge, Phoenix, Arizona, United States, 85003
Overview
At Broadridge, we empower others to accomplish more. We are seeking a Client Services Representative to join our dynamic team in Phoenix, Arizona. In this role, you will assist with managing a book of business for both Third Party Administrator (TPA) and Non-TPA clients to ensure key deliverables are met, driving both business growth and client retention. You will work closely with clients and TPA partners to collect all legal documentation required to transition plans on and off platform.
This is a temporary contract position expected to last 6-12 months, with the possibility of extension or potential permanent hire. The role is hybrid, requiring in-office presence in Phoenix 2 days a week with remote work the remaining days.
Responsibilities
Serve as the main contact for assigned TPA partners to transition their plans on and off our system.
Collect and review all legal documentation required to bring plans on and off system, ensuring everything is in good order.
Monitor initial plan funding to ensure all assets have transferred, addressing issues as they arise and escalating if necessary.
Proactively engage clients to identify and anticipate emerging needs beyond immediate requests.
Understand client agreements to facilitate questions around invoicing/billing, pricing, and general agreement questions.
Partner with Client Development to look for cross-selling and growth opportunities.
Seek and provide client feedback in the development of new products or product improvements.
Ensure clients are aware of API and ongoing enhancements; coordinate training/testing with SME and log new requests.
Deliver quality products and services by attending internal training and providing training to clients.
Schedule, lead, and document regular client meetings as required for all facets of the client relationship from service, products, enhancements, and invoicing.
Monitor client requests by researching and gathering information and providing continual client updates.
Schedule virtual one-on-one meetings with CS partner(s) to ensure mutual client support and address open items.
Qualifications
Bachelor’s degree or equivalent experience preferred.
1-3 years of financial industry experience, and 1-2 years in a relationship management capacity.
Retirement industry certification preferred, but not required.
High attention to detail.
Excellent written and verbal communication skills.
Understanding of how to execute process management.
Ability to work under tight deadlines.
The pay range for this position is $25.00 - $28.00 per hour. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
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.
#J-18808-Ljbffr
This is a temporary contract position expected to last 6-12 months, with the possibility of extension or potential permanent hire. The role is hybrid, requiring in-office presence in Phoenix 2 days a week with remote work the remaining days.
Responsibilities
Serve as the main contact for assigned TPA partners to transition their plans on and off our system.
Collect and review all legal documentation required to bring plans on and off system, ensuring everything is in good order.
Monitor initial plan funding to ensure all assets have transferred, addressing issues as they arise and escalating if necessary.
Proactively engage clients to identify and anticipate emerging needs beyond immediate requests.
Understand client agreements to facilitate questions around invoicing/billing, pricing, and general agreement questions.
Partner with Client Development to look for cross-selling and growth opportunities.
Seek and provide client feedback in the development of new products or product improvements.
Ensure clients are aware of API and ongoing enhancements; coordinate training/testing with SME and log new requests.
Deliver quality products and services by attending internal training and providing training to clients.
Schedule, lead, and document regular client meetings as required for all facets of the client relationship from service, products, enhancements, and invoicing.
Monitor client requests by researching and gathering information and providing continual client updates.
Schedule virtual one-on-one meetings with CS partner(s) to ensure mutual client support and address open items.
Qualifications
Bachelor’s degree or equivalent experience preferred.
1-3 years of financial industry experience, and 1-2 years in a relationship management capacity.
Retirement industry certification preferred, but not required.
High attention to detail.
Excellent written and verbal communication skills.
Understanding of how to execute process management.
Ability to work under tight deadlines.
The pay range for this position is $25.00 - $28.00 per hour. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
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.
#J-18808-Ljbffr