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Broadridge · 3 weeks ago

Lead Client Services Representative (CONTRACT) (Hybrid - Flexible Options)

Phoenix, AZ

Full-time, Contract

Hybrid

Mid, Senior Level

$25/hr - $30/hr

3+ years exp

Broadridge is a company that empowers others to accomplish more. They are seeking a Lead Client Services Representative who will manage client relationships to ensure key deliverables are met, driving business growth and client retention.

BankingCrowdfundingEnterprise SoftwareFinanceFinancial ServicesInformation TechnologyOutsourcingSoftwareVenture Capital

H1B Sponsor Likely

Responsibilities

Function as primary point of contact for all facets of relationships, including but not limited to, retention initiatives, problem resolution, communications, and product enhancements

Proactively engage clients to identify and anticipate emerging needs beyond immediate requests

Derive, understand, and document the client's business needs including identifying client specifications, conducting research, and recommending solutions

Develop tailored solutions that align with both client goals and organizational objectives

Understanding of client’s agreements to help 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

Keep abreast of industry trends and understand regulatory items

Deliver quality products and services by attending internal training and providing training to client

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

Establish relationship with internal partners responsible for servicing the accounts

Get to know the Client Services team members especially those specific to your clients and partner on service model

Schedule virtual one on one with CS partner(s) ongoing to ensure mutual client support and address open items

Work with Manager and internal teams to ensure Service Standards

Participate in on-going training and development

Qualification

Relationship managementFinancial industry experienceRetirement industry certificationProcess managementComfort around higher managementWork under tight deadlinesFunctional/technical skillsAttention to detailWritten communication skills

Required

Function as primary point of contact for all facets of relationships, including but not limited to, retention initiatives, problem resolution, communications, and product enhancements

Proactively engage clients to identify and anticipate emerging needs beyond immediate requests

Derive, understand, and document the client's business needs including identifying client specifications, conducting research, and recommending solutions

Develop tailored solutions that align with both client goals and organizational objectives

Understanding of client's agreements to help facilitate questions around invoicing/billing, pricing, and general agreement questions