Full-Time

Client Service Representative

Posted on 4/25/2025

Broadridge

Broadridge

10,001+ employees

Technology solutions for financial services industry

Compensation Overview

$25 - $31/hr

+ Bonus

Mid

Catskill, NY, USA

Category
Customer Success
Sales & Account Management
Required Skills
Word/Pages/Docs
Excel/Numbers/Sheets
Requirements
  • Bachelor's degree in business preferred
  • Minimum 2 years' experience in a professional business environment
  • Strong client service background
  • Exceptional verbal and written communication skills
  • Strong business acumen
  • Excellent ability to understand the scope of each project, prioritizes task, and effectively manages time
  • Experience with Adobe products
  • Proficiency in Microsoft Excel, Word, and working knowledge of Outlook and Access
Responsibilities
  • Responsible for creation of voting proxy documents and approval process using Adobe suite of software products
  • Candidate must be computer savvy and capable of learning new software applications with relative ease
  • Must have client service experience. Candidate will communicate directly with clients as well as internal departments
  • Must be comfortable working within a team while managing their own workload
  • Must maintain a high level of productivity, quality, and customer service standards while adhering to strict deadlines
  • Candidate must utilize great time management skills to handle extremely high seasonal volumes.
Desired Qualifications
  • Bachelor's degree in business preferred

Broadridge Financial Solutions provides technology-driven services for the financial services industry, focusing on processing and managing large volumes of financial transactions. They handle over $10 trillion in daily trading volume, ensuring accuracy and efficiency in trading various securities like equities and fixed income. Their services include data management, analytics, and essential communications, allowing financial firms to track and manage investments effectively. Broadridge supports a significant portion of ETF and mutual fund assets, enhancing client engagement through effective communication. The company generates revenue through subscription services, transaction fees, and consulting, helping clients navigate regulations and improve operational efficiency. Their goal is to equip financial institutions with the necessary tools and insights to manage investments and communicate effectively in a complex financial landscape.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1962

Simplify Jobs

Simplify's Take

What believers are saying

  • Partnership with Fnality enhances blockchain-based payment capabilities, reducing transaction costs.
  • Expansion in the Nordic region with strategic hires boosts market share and client acquisition.
  • Interactive Investor Pulse tool offers insights into U.S. retail investor behavior, enhancing market understanding.

What critics are saying

  • AI and digital asset adoption may outpace Broadridge's current technological capabilities.
  • Expansion into the Nordic region may face challenges due to market volatility and regulations.
  • Reliance on cloud technology poses risks related to data security and privacy.

What makes Broadridge unique

  • Broadridge processes over $10 trillion in daily trading volume, ensuring market efficiency.
  • They provide visibility into 95% of ETF and 90% of mutual fund assets.
  • Broadridge offers specialized solutions for ESG monitoring and order routing.

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Benefits

Remote Work Options

Hybrid Work Options

Flexible Work Hours

Company News

401k Specialist Magazine
Apr 24th, 2025
OneDigital, Broadridge Partner on Enhanced Retirement Data Solutions

OneDigital Financial Services has selected Broadridge Financial Solutions, Inc. to enhance advisor efficiency and support its expanding retirement business.

Mondo Visione
Apr 23rd, 2025
Broadridge Expands Nordic Team To Help Clients Navigate Market Change And Drive Growth - Broadridge Deepens Regional Presence With Experienced Strategic Hires

Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, today announced the expansion of its Nordic team with the appointments of Axel Josephson and Albin Andersson as Sales Directors, further solidifying the company's commitment to investment and client service in the region.

Asset Servicing Times
Apr 9th, 2025
Broadridge partners with Fnality

Broadridge partners with Fnality.

Finadium
Apr 3rd, 2025
Broadridge survey shows "cloud is king" while AI and digital assets surge

Data strategy has accelerated as a priority focus for the financial services industry as artificial intelligence (AI), digital assets, operational resilience and personalization become non-negotiable forces in 2025, according to the fifth annual Digital Transformation & Next-Gen Technology Study by Broadridge Financial Solutions.

Asset Servicing Times
Mar 27th, 2025
Rajaram named as Broadridge's latest senior leadership hire

Swatika Rajaram has been named as president of bank and broker-dealer investor communication solutions for Broadridge.

INACTIVE