Client Service Specialist (JR1019673)

  • 3 Penn Center Blvd., Pittsburgh, PA
  • 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. We are seeking a Client Service Specialist to join our team at 3 Penn Center Blvd, Pittsburgh, PA 15276, USA. In this role, you will serve as a key relationship contact and act in a hardworking, professional and courteous manner to ensure that clients are responded to in a timely manner with all concerns and questions.

Account Responsibility/Oversight

  • Answer client inquiries regarding Fi360 policies and procedures as they relate to our learning and development solutions; features and functionality of our technology solutions; and other Fi360 initiatives, as directed
  • Educate clients on Industry Best Practices and the Fiduciary Standard of Care.
  • Contribute to team goals in client satisfaction; agent availability; average first response time; and other goals as assigned
  • Act as a liaison between our clients and the Product Team, providing client feedback that will impact future developmental efforts; the Technology Team.
  • opportunities for additional revenue and Identifying possible abuse cases and other departments as opportunities present themselves
  • Gain an understanding of the Financial Services Industry
  • Travel to customer locations and industry conferences, as needed
  • Other responsibilities as assigned


  • Professional etiquette in client relations
  • Delivery of product education in various formats, such as: email, phone, webinar, etc.
  • Inter-organizational/Team Collaboration, as well as the ability to work independently
  • Professional communications, both verbally and in writing
  • Using/learning software programs including Zendesk; Salesforce; Microsoft Office; Webinar delivery platforms; and others as applicable
  • Troubleshooting/problem solving
  • Attention to detail
  • Situation de-escalation
  • Ability to maintain composure


  • Bachelor’s degree in Business, Finance, Marketing, Accounting, or a related field
  • 1+ years client relations and/or sales experience, including professional phone and email correspondence.
  • Financial industry and investments experience is a plus

Why should you join Broadridge?

  • More than 5,000 brands entrust us to deliver essential communications to their clients.
  • We will provide you with a platform to build strong professional working relationships with clients, fellow associates and management.
  • You will receive an excellent benefits package which starts as of date of hire, including comprehensive healthcare (medical/prescription drug, dental, and vision), wellness benefits, life insurance, tuition reimbursement, disability benefits, 401k with company match and much more.
  • You’ll enjoy a generous paid time off program including vacation, personal holidays, sick time and paid company holidays.

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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