Skip to main contentA logo with &quat;the muse&quat; in dark blue text.

Client Service Specialist - JR1029625

Phoenix, AZ

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

Want more jobs like this?

Get Account Management/Customer Success jobs in Phoenix, AZ delivered to your inbox every week.

By signing up, you agree to our Terms of Service & Privacy Policy.

- 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

- 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

Job ID:
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • FSA
    • FSA With Employer Contribution
    • HSA
    • HSA With Employer Contribution
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Fitness Subsidies
    • Pet Insurance
    • Mental Health Benefits
  • Parental Benefits

    • Family Support Resources
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Adoption Leave
    • Fertility Benefits
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
    • Work-From-Home Stipend
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Happy Hours
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
    • Volunteer Time Off
    • Unlimited Paid Time Off
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Performance Bonus
    • Financial Counseling
    • Relocation Assistance
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Leadership Training Program
    • Internship Program
  • Diversity and Inclusion

    • Founder led
    • Woman founded/led
    • Black founded/led
    • Latinx founded/led
    • Asian founded/led
    • Diversity, Equity, and Inclusion Program

Company Videos

Hear directly from employees about what it is like to work at Broadridge.