Lead Client Service Representative

Job Summary

"This position is responsible for leading the daily contact between the client team and the Access Data SalesVision team. Provide day-to-day service for multiple/or complex SalesVision clients.

Work with multiple client service related teams (Data Stewardship, Insight Services, etc.) in tracking and resolving the client issues and related tasks.

Troubleshoot emergency/immediate client issues that can be resolved intra-day through self diagnosis or by working with members of other SalesVision teams

Work with Broadridge Relationship Manager(2) and Access Data Sales team to manage client issues, develop account management strategies and develop additional revenue opportunities.

Work with the Product Development team to identify possible new system enhancements, modules, services, etc.

Inform client of upcoming system release. Keep them informed of release dates, new functionality, enhancements, new services, etc.

Act as a ""billable"" resource for purposes of completing projects for clients or acting in an Insight Services capacity.

Ensure that all client needs related to SalesVision are being met or addressed on a timely basis.

Establish regular communications with the client team and manage the customer relationship through regular and effective communication to provide proactive support and delivery of a high level of customer satisfaction.

Maintain a well-developed working knowledge of the complete line of SalesVision products and services offered, taking responsibility to keep up to date and request assistance for further development needs.

Stays informed of/follows all relevant Broadridge policies to ensure the security and privacy of data.

Other duties as assigned."

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 www.broadridge.com to learn more.

"Our Associates Matter.

Everyone Benefits from Diversity & Inclusion.

Diverse & Inclusive Teams Drive Growth."


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