Broadridge Financial

Client Service Representative (Hybrid)

Phoenix, AZ

Sponsorship not specified$60k-$75kDetected 21 days ago

CRMCommunicationCollaborationProblem SolvingMicrosoft Office

About the role

We're seeking a Client Service Representative to join our stellar team!
This role plays a key part in maintaining strong client relationships by ensuring data integrity, executing client deliverables, and supporting day-to-day operations.
Working closely with senior client services staff, this position helps uphold regulatory standards, fosters client satisfaction, and contributes to the smooth administration of retirement and investment programs.

Serve as the primary day-to-day contact for assigned clients, providing responsive support on routine account questions, transaction requests, and service inquiries.
Support onboarding activities for new client accounts and plan transitions, assisting in data collection, setup, and testing as needed.
May perform other duties/responsibilities as needed or assigned.
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.
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.
If you're passionate about developing your career, while helping others along the way, come join the Broadridge team.

Associate or Bachelor's degree in business, finance, or a related field, or equivalent work experience.
Proficiency in Microsoft Office Suite and familiarity with CRM or recordkeeping systems.
Prepare and maintain required client documents, reports, and meeting materials, ensuring accuracy and confidentiality.
1+ years of experience in financial services, retirement plan administration, or client account support.
Working knowledge or interest in retirement plans (401(k), 403(b), defined benefit, etc.) and related regulations (ERISA, IRS, DOL).
Strong organizational, analytical, and communication skills with attention to accuracy and confidentiality.
Customer focus and relationship building
Client service orientation and professional communication
Strong attention to detail with commitment to data integrity
Ability to manage competing priorities in a deadline-driven environment
Collaboration across teams and functional areas
Problem-solving and willingness to learn complex financial processes
Adherence to compliance, confidentiality, and ethical standards

Range: The salary range for this position is between $60,000 - $75,000.
Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings.
Disability Assistance

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.
As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications.
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more.

This listing is sourced directly from Broadridge Financial's careers page and normalized into a canonical job model.