Client Services Representative

At Broadridge, we’ve built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.

Broadridge is seeking a Client Services Representative to join our Data and Analytics division. This key client-facing role focuses on delivering exceptional product support and ensuring clients achieve success with our Data and Analytics product modules. As part of the broader Client Success team, the Client Services Representative will collaborate closely with clients and internal partners to drive effective product usage, resolve technical issues, and enhance the overall client experience.

The ideal candidate will bring experience in the financial industry, strong technical and analytical skills, and a passion for delivering outstanding client support in a dynamic environment.

Responsibilities

• Serve as a point of contact for clients, managing support inquiries, retention initiatives, and product assistance.
• Track and manage client interactions using Jira to ensure timely resolution of inquiries and issues.
• Identify, troubleshoot, and resolve issues related to specific modules or platform components.
• Deliver end-user training and share product knowledge to promote platform utilization and adoption.
• Collaborate cross-functionally with internal teams to ensure client needs are met efficiently.
• Escalate high-impact or unresolved issues appropriate to drive timely and effective resolution.
• Create and maintain user guides, FAQs, and support documentation in Confluence.
• Contribute to a culture of client service excellence, accountability, and continuous improvement.

Qualifications

• Bachelor’s degree or equivalent experience preferred.
• Excellent written and verbal communication skills, with confidence engaging clients and internal stakeholders.
• Proven ability to manage high-pressure client situations while maintaining professionalism and trust.
• Strong organizational and time management skills with the ability to prioritize in a fast-paced environment.
• Strong problem-solving and analytical abilities with a keen eye for detail.
• Proficiency in Excel, including data analysis, formulas, and reporting.
• Experience with SQL
• Financial Services industry or technology platforms experience is a plus.

#LI-CB1

#LI-Hybrid

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. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.

Use of AI in Hiring

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. 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. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

Read Full Description