Client Service Specialist (JR1018245)

Client Service Specialist (JR1018245)

02 Sep 2024
Colorado, Usco 00000 Usco USA

Client Service Specialist (JR1018245)

Vacancy expired!

Job Description

Broadridge is growing and we are excited to be expanding our team. We are seeking an individual to join our Client Services Team in our Denver, CO office. You would be joining a group of highly-skilled individuals with various levels of experience and diverse backgrounds. We pride ourselves on solid customer relationships, accuracy, teamwork, and flexibility. As our Client Service Specialist, you will provide service and support to our Bank/Trust clients and Third Party Administrator and Record Keeper clients. You will be responsible for providing excellent customer service, building trust, and strengthening relationships. Additional responsibilities include but are not limited to inquiries surrounding trading, payments and distributions, new accounts, dividends and income, as well as some business development.


Are you looking to join a creative and dynamic team? Would you like to help make a significant impact? See how you can contribute to our fast-growing organization today.


Responsibilities include:
Build and maintain quality relationships with new and existing clients
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


Qualifications:
Bachelor's degree or 2+ years of equivalent experience preferred
You should possess Series 6 license or higher, or willingness to obtain within first 90 days of employment
Ability to maintain a positive relationships with clients
You should be a strong self-starter with a keen attention to detail
Ability work in a dynamic environment and adapt to changing circumstances
Strong working knowledge of Microsoft Word, Excel, PowerPoint, and SharePoint
Ability to multi-task and excellent time management and follow-up skills. You will need to be able to manage multiple tasks at a time, within stated deadlines

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 [emailprotected]

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Job Details

  • ID
    JC4706038
  • State
  • City
  • Job type
    Full-time
  • Salary
    N/A
  • Hiring Company
    Broadridge
  • Date
    2020-09-01
  • Deadline
    2020-10-31
  • Category

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