Client Service Specialist will serve as a key relationship contact and act in a proactive, professional and courteous manner to ensure that clients are responded to in a timely manner with all concerns and questions.
The team supports multiple large, sophisticated client relationships. With the current and anticipated workload there is an immediate need to add a Client Service Specialist role on the team.
Account Responsibility/Oversight
- Process activity in assigned accounts based on client directives in a timely and accurate manner
- Verify and monitor open Activities daily
- Monitor all reports for compliance and respond in designated timeframe
- Review client billing and resolve aged receivables timely
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- Maintain client communications on regulatory, legal, accounting and account-related matters
- Continue to look for automation and streamlining opportunities
- Review plan/client documentation
- Maintain knowledge of Broadridge on-line tools and services offered
- May perform other duties/responsibilities as needed or assigned
Relationship Management
- Serve as a primary contact for client relationships
- Provide proactive services to Clients/Alliance Partners
- Keep abreast of industry trends and understand regulatory items
- Work with Supervisory and Manager on Alliance and Client Level services
- Share information with team and management
- Adhere to division, client and alliance Service Standards
- Partner with Client Development to look for cross-selling and growth opportunities
- Schedule and participate in regular client relationship calls
- Analyze current fees for services being provided and implement fee increases
- Understand the competition
- Establish relationship with internal service partners
- Participate in on-going training and development
Qualifications:
- Associates degree or higher
- Direct customer relationship experience in financial or retirement industry
- Experienced with Microsoft office applications
- Strong interpersonal skills; customer focused and engaging; detail oriented and high degree of accuracy; able to meet tight deadlines; flexible