Client Relationship Associate

Posted Yesterday
Be an Early Applicant
Kansas City, MO, USA
In-Office
60K-65K Annually
Junior
Fintech • Financial Services
The Role
Provide day-to-day support for assigned clients, respond to requests, coordinate with internal teams to resolve service or billing issues, track production activities and timelines, maintain client records, prepare reports, and identify process improvements while supporting client relationship management.
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 looking for a Client Relationship Associate to join our team. In this role, you will support the client service team in delivering a positive experience for our clients. You will help with day-to-day client requests, coordinate with internal teams, track production activities, and assist with resolving basic service issues.

This is a great opportunity for someone starting their career who is organized, eager to learn, and interested in building experience in client services, operations, and relationship management.

Responsibilities:
•  Support the day-to-day needs of assigned clients and help ensure a positive client experience.
•  Respond to client questions and requests in a timely and professional manner.
•  Assist with service, delivery, and billing issues by gathering information and working with internal teams to help resolve them.
•  Help coordinate daily, month-end, quarterly and annual production activities.
•  Track timelines, materials, volumes, and instructions for production runs.
•  Attend internal planning meetings and help communicate updates to clients and team members.
•  Maintain accurate client records, notes, and service requirements.
• Assist with preparing reports, status updates, and other client-related documentation.
•  Partner with internal teams to support client changes and routine requests.
•  Look for opportunities to improve processes and share ideas with the team.
•  Demonstrate a positive attitude, willingness to learn, and strong teamwork.
• Perform other duties as assigned.

Qualifications:
• Bachelor’s degree or equivalent experience preferred
• 1+ years of experience in customer service, client service, administrative support, or a related field
•  Strong written and verbal communication skills
•  Good organizational skills and attention to detail
•  Ability to manage multiple tasks and meet deadlines
•  Comfortable learning new systems and processes
•  Basic proficiency in Microsoft Office, including Outlook, Excel, and Word

Compensation Range: The salary range for this position is between $60,000 - $65,000 USD. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Bonus Eligibility: Bonus Eligible
Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings.

#LI-PP1

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

  • 1+ years of experience in customer service, client service, administrative support, or a related field
  • Strong written and verbal communication skills
  • Good organizational skills and attention to detail
  • Ability to manage multiple tasks and meet deadlines
  • Comfortable learning new systems and processes
  • Basic proficiency in Microsoft Office, including Outlook, Excel, and Word
  • 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: New Hyde Park, 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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