Client Service Analyst

3 weeks ago

Phoenix, United States Broadridge Full time

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.

Are you looking to join a creative and dynamic team with a leader in the FinTech industry? Do you have excellent customer service skills? If so, we'd love to hear from you

This is a contract position expected to last approximately 12 months, with a possibility of going permanent. We are made up of high performing teams that meet in person to learn and collaborate as needed. This role is considered hybrid, which means you’ll be assigned to a Broadridge office and given the flexibility to work remotely.

**Responsibilities**:- Work proactively and accurately within daily deadlines- Partner, research, and communicate with internal teams to provide accurate and timely responses to client inquiries- Host client relationship/service calls on an as needed basis- Assist with customer installations and conversions- Be curious Ask questions to better understand client needs; provide education to clients on new products and services or ones not yet utilized that could be beneficial to their business- Monitor daily trading activity and communicate to clients as needed- Anticipate, research, and resolve issues concerning trading, disbursements, income, new accounts, and fund transfers- Review overdraft reports and submit customer instructions to the Trust Company- Become well versed on internal processes, products, and services offered while speaking confidently, proficiently, and answering questions from clients

**Requirements**:
- Bachelor's degree or 2+ years of equivalent experience preferred- Ability to maintain a positive relationships with clients- Strong self-starter with a keen attention to detail and the ability to work under tight deadlines- Ability work in a dynamic environment and adapt to changing circumstances- Strong working knowledge of Microsoft Word, Excel, PowerPoint, and SharePoint- Experience with Salesforce is a plus- Strong interpersonal and customer service skills, both verbal and written

LI-KS1

LI-Hybrid

Broadridge associates helped us envision our Connected Workplace - a work model that allows associates around the globe, dependent upon their role responsibilities, to take advantage of the benefits of both on-site and off-site work to support our clients, one another, and the communities where we live and work. Our Connected Workplace is grounded in the concept of FACS: Flexible, Accountable, Connected, and Supported, which is our commitment to our associates. FACS supports our strong culture and allows us to achieve business goals while supporting meaningful work-life integration for our associates.

We are dedicated to fostering a diverse, equitable, and inclusive environment and committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates can only 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 diversity in all its dimensions.
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