Senior Client Services Associate

Responsibilities

• Function as primary point of contact for all facets of relationships, including but not limited to, retention initiatives, problem resolution, communications, and product enhancements
• Proactively engage clients to identify and anticipate emerging needs beyond immediate requests
• Derive, understand, and document the client's business needs including identifying client specifications, conducting research, and recommending solutions
• Develop tailored solutions that align with both client goals and organizational objectives
• Understand of client’s agreements to help facilitate questions around invoicing/billing, pricing, and general agreement questions
• Partner with Client Development to look for cross-selling and growth opportunities
• Solicit and provide client feedback in the development of new products or product improvements
• Ensure clients are aware of API and ongoing enhancements; coordinate training/testing with SME and log new requests
• Keep abreast of industry trends and understand regulatory items
• Deliver quality products and services by attending internal training and providing training to client
• Schedule, lead and document regular client meetings as required for all facets of the client relationship from service, products, enhancements, and invoicing
• Monitor client requests by researching and gathering information and providing continual client updates
• Establish relationship with internal partners responsible for servicing the accounts
• Partner on service model with CS partner(s) ongoing to ensure mutual client support and address open items
• Participate in on-going training and development

Qualifications

• Bachelor’s degree or equivalent experience preferred
• 3+ years of financial industry experience needed including two in a relationship management capacity
• Retail industry knowledge and certification preferred
• MS-Office experience required
• Salesforce experience preferred
• Attention to detail
• Written communication skills
• Ability to work under tight deadlines

Pay

The salary range for this position is between $75,000 - $90,000. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education. Bonus Eligible

Benefits

All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable.