Associate Client Support Representative

🔥 42 minutes ago

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Broadridge

10,000+ employees

Founded 2007

💸 Finance

💳 Fintech

🤝 B2B

💰 Post-IPO Debt on 2023-08

Finance • Fintech • B2B

Broadridge is a global technology leader providing expert solutions for the financial services industry. With over five decades of experience, Broadridge helps asset management firms, institutional investors, and various financial services providers manage operational risk, enhance investor communications, and simplify portfolio and regulatory management. The company offers services across areas such as capital markets, consumer finance, insurance, and telecom, focusing on streamlining client and customer communications, data management, and analytics to optimize business operations and compliance. Broadridge is renowned for its innovative technology solutions that drive business transformation and operational efficiency for its clients, aiming to improve financial and corporate governance, investor insights, and communication strategies.

📋 Description

• Maintain efficient and effective communication with our subscriber base by handling both inbound and outbound phone calls and email correspondence. • Educate customers regarding compliance processes, troubleshooting techniques, and how to leverage digital tools. • Create, fulfill, and maintain Broadridge products, such as websites, domain names, sponsored ads, and digital advertising. • Log call notes in Salesforce Customer Relationship Management. • Maintain client relationships focused on customer satisfaction and retention. • Facilitate information flow to all relevant parties. • Support Client Relationship Manager and Client Services Manager as needed. • Research previous and current account activity to resolve issues or answer questions.

🎯 Requirements

• Bachelor’s degree or equivalent experience preferred • At least three years of customer service experience. • Functional/technical skills • Attention to detail • Strong written and verbal communication skills • Comfort with online marketing solutions • Comfort with AI applications • Process management experience • Ability to work under tight deadlines • Proficient in Microsoft Office applications - Word, Excel, Powerpoint • Ability to sit for long periods of time • Ability to maintain professional verbal conversations for the majority of the shift • Ability to enter data while maintaining customer communication.

🏖️ Benefits

• Health insurance • Retirement plans • Paid time off • Flexible work arrangements • Professional development opportunities

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