Client Service Representative (Hybrid)

Responsibilities

• Serve as the primary day-to-day contact for assigned clients, providing responsive support on routine account questions, transaction requests, and service inquiries.
• Assist in processing participant and plan-level transactions—such as contributions, distributions, and plan updates—in accordance with established procedures and compliance requirements.
• Cook up with internal departments (e.g., operations, compliance, investments) to ensure accurate and timely completion of client deliverables.
• Prepare and maintain required client documents, reports, and meeting materials, ensuring accuracy and confidentiality.
• Log and track client communications and service activities in CRM and recordkeeping systems for audit and reporting purposes.
• Monitor deadlines, follow up on open items, and escalate more complex or sensitive requests to senior representatives or management.
• Support onboarding activities for new client accounts and plan transitions, assisting in data collection, setup, and testing as needed.
• Participate in team initiatives to streamline service workflows, enhance client satisfaction, and reinforce compliance best practices.

Qualifications

• Ace an Associate or Bachelor’s degree in business, finance, or a related field, or equivalent work experience.
• Bring 1+ years of experience in financial services, retirement plan administration, or client account support.
• Show working knowledge or interest in retirement plans (401(k), 403(b), defined benefit, etc.) and related regulations (ERISA, IRS, DOL).
• Display strong organizational, analytical, and communication skills with attention to accuracy and confidentiality.
• Show proficiency in Microsoft Office Suite and familiarity with CRM or recordkeeping systems.
• Show customer focus and relationship building, client service orientation and professional communication, strong attention to detail with commitment to data integrity, ability to manage competing priorities in a deadline-driven environment, collaboration across teams and functional areas, problem-solving, and willingness to learn complex financial processes.

Pay

The salary range for this position is between $60,000 - $75,000. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education. Bonus Eligibility: Bonus Eligible.

Benefits

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. For more information on our comprehensive benefit offerings, please visit www.broadridgebenefits.com.