Client Services Representative

Job Summary

Broadridge is growing! We are currently recruiting for a Client Services Representative to join our Revenue and Expense Management team in Boston, MA. As the primary point of contact, you are tasked with providing support to clients' using the Revport application.

The Revport engine automates revenue and expense management across more than 50 different types of fees, including management, performance, administrative and advisory fees, advisor commissions, revenue-sharing fees, taxes and fund rebates. It supports both multi-lingual and multi-currency transactions, including VAT and goods-and-services taxes. Revport is a browser-based, enterprise-ready solution set that connects with your record keepers, custodial accounts, and general ledgers systems. Revport can be implemented as a fully handled service, SaaS or in-house installation.

Why is this role so important to our customer's success?

You are their go-to support guru! By maintaining the quality and customer satisfaction that Broadridge prides ourselves on, you will directly impact the success of our clients. We will offer you a comprehensive training and mentorship program that will enable you to enhance our premier client service.

Some of your day-to-day tasks will include:

  • Ensure that service and support goals are met
  • Handle gap analysis, application modeling and general software support Lead the implementation of solutions to issues for the clients you support
  • Gather information for application improvements, assess client issues and challenges and analyze developmental areas

Responsibilities Include

  • Detailed analysis, testing and triaging of client software issues
  • Define, present and implement solutions in the form of business prcess changes and/or business requirement
  • Develop functional and system design specification
  • Act as a liaison and relationship manager between client and internal departments in facilitating issue resolution and/or software delivery
  • Manage multiple client concerns and inquiries in a dynamic environment
  • Maintain an understanding of clients' business and processes to better assess areas of improvement or opportunities for additional application training
  • Lead implementation of proposed solutions of issues or application improvements
  • Build and maintain client relationships and maintain superior levels of client satisfaction


  • 0-2 years of professional work experience - Open to recent graduates
  • Excellent written and verbal communication and interpersonal skills
  • Ability to prioritize effectively, multitask, and manage time appropriately
  • Proficiency in Microsoft Office Suite
  • Ability to problem solve and work in a dynamic, harmonious environment
  • BS/BA degree in Business, Technology, or related field
  • Communicate effectively and efficiently across departments, with staff, senior management and clients
  • Provide extraordinary client service to our outsourcing clients

About Us

Broadridge, a global fintech leader with over $7 billion in market capitalization, provides communications, technology, data and analytics solutions. We help drive business transformation for our clients with solutions for enriching client-engagement, navigating risk, optimizing efficiency and generating revenue growth.

Broadridge employs approximately 10,000 full-time associates globally with a significant presence in North America, Europe, and Asia. Please visit our website at 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."

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