Broadridge is a company that empowers others to accomplish more, and they are seeking a Client Services Representative to join their dynamic team in Phoenix, Arizona. In this role, you will manage a book of business for both Third Party Administrator (TPA) and Non-TPA clients, ensuring key deliverables are met to drive business growth and client retention.
Responsibilities
- Serve as the main contact for assigned TPA partners to transition their plans on and off our system
- Collect and Review all Legal documentation required to bring plans on and off system, ensuring everything is in good order
- Monitor initial plan funding to ensure all assets have transferred, addressing issues as they arise and escalating if necessary
- Proactively engage clients to identify and anticipate emerging needs beyond immediate requests
- Understanding of client’s agreements to help facilitate questions around invoicing/billing, pricing, and general agreement questions
- Partner with Client Development to look for cross-selling and growth opportunities
- Seek and provide client feedback in the development of new products or product improvements
- Ensure clients are aware of API and ongoing enhancements; coordinate training/testing with SME and log new requests
- Deliver quality products and services by attending internal training and providing training to client
- Schedule, lead and document regular client meetings as required for all facets of the client relationship from service, products, enhancements, and invoicing
- Monitor client requests by researching and gathering information and providing continual client updates
- Schedule virtual one on one with CS partner(s) ongoing to ensure mutual client support and address open items
Skills
- Bachelor's degree or equivalent experience
- 1-3 years of financial industry experience
- 1-2 years in a relationship management capacity
- High Attention to detail
- Excellent written and verbal communication skills
- Understanding of how to execute process management
- Ability to work under tight deadlines
- Retirement industry certification
Company Overview
Broadridge is a provider of investor communications and technology solutions for broker dealers, banks, mutual funds and corporate issuers. It was founded in 1962, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is http://www.broadridge.com.Company H1B Sponsorship
Broadridge has a track record of offering H1B sponsorships, with 109 in 2025, 124 in 2024, 83 in 2023, 141 in 2022, 100 in 2021, 73 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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