Broadridge Financial
Customer Success Specialist (Contract)
Toronto, ON
Sponsorship not specified$30k-$34kDetected 3 hours ago
RESTJiraAccount ManagementProcess ImprovementCustomer SuccessResearchCommunicationCollaborationProblem SolvingOrganizational Skills
About the role
- Broadridge is seeking a highly organized, client-focused Customer Success Specialist to join our team supporting our Digital Marketing Products within the Wealth space.
- This position is responsible for keeping client activity moving forward through strong organization, proactive communication, and excellent follow-through.
- The ideal candidate is customer-centric, detail-oriented, comfortable managing multiple priorities, and motivated to help clients realize value from Broadridge solutions.
Responsibilities
- Serve as a key operational support partner to Enterprise Customer Success across an assigned book of business.
- Act as the primary coordinator for day-to-day Customer Success workflows, helping manage BAU activities and ensuring requests are tracked through completion.
- Create, monitor, and escalate Jira tickets based on client needs, business impact, and priority level.
- Track open issues, identify blockers, and help drive accountability across teams to support timely remediation.
- Maintain strong documentation of customer issues, escalations, and follow-up actions across internal systems.
- Partner with Product, Support, Delivery, and technical teams to coordinate issue resolution and communicate progress internally.
- Support onboarding activities for new clients to help ensure a smooth and organized transition onto Broadridge platforms.
Requirements
- 3+ years of experience in Customer Success, Account Coordination, Account Management support, Client Services, Implementation, or a similar customer-facing role.
- Experience supporting a book of business in a SaaS, technology, digital marketing, or financial services environment.
- Experience with digital marketing platforms, financial services technology, wealth technology, or compliance-related solutions is an asset.
- Education
- Bachelor's degree preferred, or equivalent combination of education and relevant work experience.
- Experience
- Experience coordinating client onboarding, training, implementation, or ongoing account support activities.
- Experience working cross-functionally with Sales, Delivery, Support, and other internal teams.
- Experience supporting clients in the wealth management, advisor, or home office space is strongly preferred.
- Skills & Competencies
- Highly organized with strong project coordination and follow-through.
- Ability to assess issue severity, prioritize effectively, and manage multiple workstreams at once.
Skills
- Strong troubleshooting and problem-solving skills.
- Excellent written and verbal communication skills.
Compensation
- Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Benefits
- Troubleshoot home office and program-wide client inquiries, assess business impact, and determine recommended next steps.
- Support the development and delivery of customer education, group training, and feature adoption sessions.
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This listing is sourced directly from Broadridge Financial's careers page and normalized into a canonical job model.