Broadridge · 21 hours ago
Client Services Specialist - Contract (Hybrid)
Phoenix, AZ
Full-time, Contract
Hybrid
Entry Level
$25/hr - $28/hr
1+ years expBroadridge is a leader in the FinTech industry, seeking a Client Services Representative to join their team in Phoenix, Arizona. The role involves managing client relationships, ensuring key deliverables are met, and facilitating the transition of retirement plans and mutual funds for clients.
BankingCrowdfundingEnterprise SoftwareFinanceFinancial ServicesInformation TechnologyOutsourcingSoftwareVenture Capital
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
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
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
Schedule virtual one on one with CS partner(s) ongoing to ensure mutual client support and address open items
Qualification
Required
1-3 years of financial industry experience, and 1-2 in a relationship management capacity
High Attention to detail
Excellent written and verbal communication skills
Understanding of how to execute process management
Ability to work under tight deadlines
Preferred
Bachelor's degree or equivalent experience
Retirement industry certification
Company
Broadridge
Broadridge is a provider of investor communications and technology solutions for broker dealers, banks, mutual funds and corporate issuers.
10001+ employees
H1B Sponsorship
Broadridge has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (109)
2024 (124)
2023 (83)
2022 (141)
2021 (100)
2020 (73)
Funding
Current Stage
Public CompanyTotal Funding
$3.05B2023-08-17Post Ipo Debt· $1.3B
2021-05-17Post Ipo Debt· $1B
2019-12-10Post Ipo Debt· $750M
Leadership Team
Timothy Gokey
Chief Executive Officer
Tyler Derr
Chief Technology Officer
Recent News
FF News | Fintech Finance
2025-12-03
2025-11-19
Company data provided by crunchbase