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Client Service Rep - Operations
Client Service Rep - Operations-July 2024
Kingston
Jul 26, 2026
ABOUT BROADRIDGE
Broadridge is the leading provider of investor communications and technology-driven solutions, helping broker-dealers, banks, mutual funds, and corporate issuers manage risk and accelerate growth.
10,000+ employees
Financial Services, Technology
VIEW COMPANY PROFILE >>
About Client Service Rep - Operations

  At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team.

  Custom Product Solutions

  Broadridge is hiring! The Custom Product Solutions team is seeking a strong candidate to join our team. In this role you will be responsible for learning and supporting the growing suite of value-added products. These products may include; Document creation, Email creation, Custom website creation, shareholder reports and Virtual Shareholder Meeting among others. The reasonability's include guiding clients through each process adhering to both firm deliverable dates and regulations while maintaining high quality and low errors. You will be asked to manage our client's expectations while driving world class service. This includes researching and responding in a timely manner to moderately complex or mid to large sized clients with regards to their needs and our product set. You will act as a client advocate and interface between multiple internal departments to deliver a high-quality result. You will understand and assist the client with the shareholder meeting process and product queries. You will coordinate activities, production and systems with internal departments to meet customer needs. You will monitor project completion from initiation through delivery.

  Responsibilities include:Guide clients through Broadridge's various product offeringsDisplay successful time management skills and maintain an ability to multi-task Work with a variety of internal applications to provide clients with samples of Broadridge productsMonitor the effectiveness of systems, policies and procedures and make appropriate recommendations to ensure daily operations are efficientCoordinate testing for process enhancementsWork collectively within a team environment while also managing your own dedicated client deliverablesMaintains a demeanor of professionalism at work and begins to adopt Best Practices.Share ideas for process improvement and process efficienciesQualifications:Brokerage or back office industry knowledgeProven proficiency in maintaining clients, high client satisfaction and overall client advocacyStrong use of MS Office suite of productsExtremely detail oriented, ability to multi-task and excellent follow-up skillsSuggested SkillsWeb Development (HTML, CSS) experienceAdobe AcrobatAbout us:

  Broadridge Financial Solutions, Inc. (NYSE:BR) is a global Fintech company with a market cap of ~$8B. We are the leading provider of investor communications and technology solutions for broker-dealers, banks, mutual funds and corporate issuers globally. Broadridge's investor communications, securities processing and data and analytics solutions provide financial institutions complex, scalable platforms to help them grow their businesses. Broadridge employs approximately 10,000 full-time associates globally with a significant presence in North America, Europe and Asia. Please visit our website www.broadridge.com to learn more.

  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 status, or any other status protected by law. Click here to view the "EEO is the Law" poster.

  "Our Associates Matter, Everyone Benefits from Diversity & Inclusion,

  Diverse & Inclusive Teams Drive Growth"

  Broadridge associates helped us envision our Connected Workplace, a work model that allows associates around the globe to take advantage of the benefits of both on-site and off-site work to support our clients, one another, and the communities where we live and work. Our Connected Workplace is grounded in the concept of FACS: Flexible, Accountable, Connected, and Supported, which is our commitment to our associates. FACS supports our strong culture and allows us to achieve business goals while supporting meaningful work-life integration for our associates.

  We are dedicated to fostering a diverse, equitable, and inclusive environment and committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates can only do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates diversity in all its dimensions.

  Disability Assistance

  We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status and other protected characteristics protected by applicable federal, state, or local laws.US applicants: Clickhereto 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 because of your disability. You may request a reasonable accommodation(s) by calling 888-237-7769 or by sending an email [email protected].

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