Client Service Specialist (JR1018148)

  • 125 High St, Boston, MA
  • Full-time

Company Description

Broadridge Financial Solutions, Inc. (BR), a $4 billion global Fintech leader and a part of the S&P 500® Index, is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers. Broadridge provides an important infrastructure that powers the financial services industry and employs over 11,000 associates in 18 countries. For more information about Broadridge, please visit

Job Description

Broadridge is growing, and we are excited to be expanding! We are seeking a Client Service Representative to join our Portfolio Management team. In this role, you will be responsible for the smooth and successful onboarding of new clients. As the first point of contact for all new clients you will work to build and maintain client relationships while continually working to increase client satisfaction by acting as a liasion with our different departments. We are seeking someone who is excited to grow and learn within our department!

See how you can contribute to our fast-growing organization below


  • Provide detailed analysis, testing , triage and tracking of client software issues reported via email, phone or the web.
  • Define, present and implement solutions in the form of business process changes and/or business requirement Ensure an excellent client experience by providing proactive, timely and efficient communication regarding the impact, current status and next steps of issues being researched.
  • Act as a liaison between the client and internal departments in facilitating issue resolution and/or software delivery; work with Relationship Managers to advocate for client specific product functional requests and changes.
  •  Manage multiple client concerns and inquiries in a dynamic environment Maintain and document an understanding of clients' business and processes to better assess areas of improvement or opportunities for additional application training.
  •  Lead deployment  of proposed solutions of  issues or application improvements.
  •  Build and maintain client relationships and maintain superior levels of client satisfaction.





  • 0-3 years of professional work experience with a BS/BA degree in Accounting, Business, Technology, or related field
  • Accounting background preferred
  • GPA above a 3.5 preferred but not required
  • Excellent written and verbal communication and interpersonal skills
  • Ability to prioritize effectively, multitask, and manage time appropriately
  • Proficiency in Microsoft Office Suite and the ability to problem solve and work in a collaborative and dynamic environment
  • Communicate effectively and efficiently across departments, with staff, senior management and client

Additional Information

Broadridge is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age or any other protected status. "Everyone Benefits from Diversity & Inclusion. Diverse & Inclusive Teams Drive Growth." US applicants: Click here to view the "EEO is the Law" poster. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation in the event you are unable or limited in your ability to use or access the Company’s career webpage as a result of your disability. You may request a reasonable accommodation(s) by calling 888-237-7769 or by sending an email to [email protected]
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