Customer Success Specialist (Hybrid)

At Broadridge, our mission is to earn clients' confidence every day by delivering real business value through leading technology-driven solutions that set the standard for the financial services industry and beyond. We are committed to fostering a culture of empowerment, collaboration, and innovation. Join us in our mission to transform the financial services landscape. 
 

Position Summary: 
We are seeking a Customer Success Specialist who will be responsible for delivering comprehensive training sessions and managing client engagements. This role involves coordinating onboarding experiences, handling case management, and driving customer engagement initiatives to ensure satisfaction and retention. 
 

Key Responsibilities: 

• Serve as the primary point of contact for program sponsors, field marketing, and compliance teams. 

• Provide proactive insights and counsel to enhance client relationships. 

• Prioritize enhancements and Business As Usual (BAU) requests with home office and corporate teams. 

• Conduct meetings for planning and strategic success of programs. 

• Support Enterprise Customer Success Partners with BAU activities and coverage. 

• Manage advisor and home office onboarding for test experiences. 

• Handle all home office cases and partner with Enterprise CS during PTO. 

Qualifications: 

• Bachelor’s degree in Business, Marketing, Computer Science, or equivalent experience.

• 5-7 years of experience in a financial technology or SaaS organization. 

• Proficiency in Microsoft Word, Excel, and PowerPoint. 

• Strong communication and organizational skills. 

• Ability to manage multiple tasks and prioritize effectively. 

• Commitment to providing excellent customer service and engagement. 

• Proven ability to deliver fast, accurate results. 

Recruitment Process

Throughout your application process, you may be asked to connect with us virtually or in-person. Our recruiters will explain how hybrid interviews will be held throughout the recruitment process, and they will be able to answer any questions you might have. 

Background Check Process

Broadridge requires employees to complete a background check that is completed by one of our service providers. We use this service to complete the following checks:

• Employment verification

• Education verification

• Credit inquiry

• Canadian criminal record check

Workplace Flexibility

We are committed to supporting flexible work arrangements, investing in technology or other resources to enable you to work from home effectively, wherever possible. 

At this time this is a hybrid role, and therefore you should have a basic home office set up, high-speed internet, and the ability to work without distractions during core business hours.

Accessibility & Accommodation

Broadridge is an equal opportunity employer and is committed to a diverse and inclusive workplace ensuring that equal employment opportunities are provided to all individuals, regardless of race, colour, gender identity, sexual orientation, marital status, creed, age, disability, religious affiliation, or national origin or citizenship. If you require any accommodations during the recruitment process, please notify our recruitment team.

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