Client Service Support Representative - Contract (Hybrid) jobs in United States
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Broadridge · 4 hours ago

Client Service Support Representative - Contract (Hybrid)

Broadridge is a leader in the financial technology industry, and they are seeking a Client Service Support Representative to support their Mutual Fund Regulatory Shareholder Mail business unit. The role involves providing excellent customer service to clients, assisting with onboarding, processing print requests, and ensuring quality control of print documents.

BankingCrowdfundingEnterprise SoftwareFinanceFinancial ServicesInformation TechnologyOutsourcingSoftwareVenture Capital
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H1B Sponsor Likelynote

Responsibilities

Client facing communications over email and some phone calls
Act as a backup to any Relationship Administrator when needed supporting clients
Work with internal teams to obtain material quantities
Submit Host/Post, DDS, and other print requests
Run AI Tool and upload material matrix to ICSOL
Assist with updating APD/CPD
Request logo creation for print inquiries
Running reports and analyzing data within Excel
Other responsibilities/ad hoc projects as assigned

Qualification

Client services experienceMicrosoft ExcelMicrosoft OutlookMulti-taskingAttention to detailConfidential information handling

Required

Proficient with Microsoft Excel, specifically with VLOOKUPs, Pivot Tables, etc
Experienced with Microsoft Outlook and composing professional, client-facing email communications
Highly attentive to detail, able to multi-task and follow through
Ability to handle confidential information

Preferred

1-2 years of client services experience preferred
Bachelors degree preferred but not required

Benefits

Paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act

Company

Broadridge

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Broadridge is a provider of investor communications and technology solutions for broker dealers, banks, mutual funds and corporate issuers.

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 Company
Total Funding
$3.05B
2023-08-17Post Ipo Debt· $1.3B
2021-05-17Post Ipo Debt· $1B
2019-12-10Post Ipo Debt· $750M

Leadership Team

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Timothy Gokey
Chief Executive Officer
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Tyler Derr
Chief Technology Officer
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Company data provided by crunchbase