Associate Client Support Representative (REMOTE)

Posted Yesterday
Be an Early Applicant
5 Locations
In-Office or Remote
20-21 Hourly
Mid level
Fintech • Financial Services
The Role
Provide inbound/outbound phone and email support to enterprise clients, log activity in Salesforce, educate customers on products and compliance, troubleshoot and manage cases, build and maintain websites/html, support digital advertising and social media, and coordinate with internal teams to ensure client satisfaction and retention.
Summary Generated by Built In

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 Growing! We are seeking an Associate Client Support Representative who maintains efficient and effective communication with our subscriber base by handling both inbound and outbound phone calls and email correspondence. The Enterprise Client Support team members continually educate customers regarding compliance processes, troubleshooting techniques, how to leverage the digital tools we provide by conducting educational webinars.  In addition to customer education, the Associate Client Support team members are responsible for creating, fulfilling and maintaining Broadridge products, such as, websites, domain names, sponsored ads, digital advertising and social media support.

Work-Mode: This is a remote role where you will work off-site. Travel is limited and generally used for team learning and collaboration meetings.  

    Job Responsibilities:

    • Call Handling
      • Inbound calls – All Clients
      • Outbound calls – Collections, Product and Sales Support
      • Log call notes in Salesforce
    • Customer Relationship Management
      • Maintain client relationships focused on customer satisfaction and retention
      • Educate clients on product and program enhancements
      • Compliance monitoring and management
      • Create Corporate Client reports as needed
      • Maintain and track communication with clients
      • Liaison to other teams and/or resources
      • Flexibility in work schedule is a necessity
      • Facilitate information flow to all relevant parties
      • Support Client Relationship Manager and Client Services Manager as needed
      • Complete additional projects as assigned
    • Customer Education
      • Ongoing knowledge base of Compliance guidelines
      • Ongoing product support
      • Editor/tool knowledge base and support
      • Guide customers through Corporate Client Intranets, policies and procedures
    • Troubleshooting/Case Management
      • Researching previous and current account activity to resolve issues or answer questions
      • Entering issues for Development to further investigate
      • Close case and follow up with customer on resolution
    • Website Creation and Maintenance
      • Build a variety of new websites as new sales are confirmed
      • Review and process product update requests
      • Review and update html coding on a variety of site types
      • Monitor adherence to Compliance guidelines
      • Send follow up emails to clients to confirm completion of task
    • May perform other duties/responsibilities as needed or assigned

    Preferred Qualifications:

    • Bachelor’s degree or equivalent experience preferred
    • At least three years of customer service experience.

    Skills/Competencies:

    • 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

    Hourly range $20-21/hr  plus bonus

    Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

    #LI-MR1

    #LI-Remote

    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.

    US applicants: Click here to view the EEOC "Know Your Rights" poster.

    Disability Assistance

    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. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws. 

    If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to [email protected].

    Skills Required

    • Log call notes in Salesforce
    • Proficient in Microsoft Office applications (Word, Excel, PowerPoint)
    • Ability to build and maintain websites and update HTML coding
    • Customer service experience (preferred at least three years)
    • Comfort with online marketing solutions and digital advertising
    • Comfort with AI applications
    • Strong written and verbal communication skills
    • Attention to detail and process management experience
    • Ability to work under tight deadlines and flexible work schedule
    • Ability to enter data while maintaining customer communication
    • Ability to sit for long periods and maintain professional verbal conversations
    • Bachelor's degree or equivalent experience

    Broadridge Compensation & Benefits Highlights

    The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Broadridge and has not been reviewed or approved by Broadridge.

    • Healthcare Strength Healthcare coverage is described as broad, with multiple medical plan options plus dental, vision, prescription coverage, and telehealth access. Preventive care is framed as fully covered in-network, alongside added supports like an employee assistance program and on-site wellness availability in some locations.
    • Retirement Support Retirement support is positioned as meaningfully supportive via a 401(k) match structure that increases with tenure. Added financial support such as one-on-one financial counseling is also included as part of the broader rewards approach.
    • Parental & Family Support Parental support is presented as substantial, including up to nine weeks of paid new-parent salary continuation. Additional family-oriented programs like back-up care and dependent-care options are included in the benefits mix.

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    The Company
    HQ: Lake Success, NY
    14,000 Employees
    Year Founded: 2007

    What We Do

    Broadridge Financial Solutions, Inc. (NYSE: BR), is a global fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference. Our unique culture is guided by the Service-Profit Chain—the idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.

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