Broadridge Financial Solutions
Client Service Support Representative - Contract (Hybrid)
Broadridge Financial Solutions, Deer Park, New York, United States, 11729
Client Service Support Representative
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team. Broadridge is growing! We're seeking a Client Service Support Representative to support our Mutual Fund Regulatory Shareholder Mail business unit in Deer Park, NY. In this role, you will communicate directly with clients through emails and phone calls, providing excellent customer service. You will also support our Relationship Administrators and Project Administrators by assisting with the onboarding of new clients, processing print requests, and reviewing print documents for quality control. Are you looking to join one of the leaders in the financial technology industry? If so, we would love to hear from you! This is a temporary, contract position expected to last approximately 12 months, with the potential to go permanent. This is a hybrid position with 2 days per week in the office required, and remote work the rest of the week. The work hours are Monday - Friday, 9:00 AM - 6:00 PM ET. Responsibilities: Client facing communications over email and some phone calls Act as a backup to any Relationship Administrator when needed supporting clients Work with internal teams to obtain material quantities Submit Host/Post, DDS, and other print requests Run AI Tool and upload material matrix to ICSOL Assist with updating APD/CPD Request logo creation for print inquiries Running reports and analyzing data within Excel Other responsibilities/ad hoc projects as assigned Qualifications:
1-2 years of client services experience preferred Bachelors degree preferred but not required Proficient with Microsoft Excel, specifically with VLOOKUPs, Pivot Tables, etc. Experienced with Microsoft Outlook and composing professional, client-facing email communications Highly attentive to detail, able to multi-task and follow through Ability to handle confidential information Available to We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a companyand ultimately a communitythat recognizes and celebrates everyone's unique perspective. We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team. Broadridge is growing! We're seeking a Client Service Support Representative to support our Mutual Fund Regulatory Shareholder Mail business unit in Deer Park, NY. In this role, you will communicate directly with clients through emails and phone calls, providing excellent customer service. You will also support our Relationship Administrators and Project Administrators by assisting with the onboarding of new clients, processing print requests, and reviewing print documents for quality control. Are you looking to join one of the leaders in the financial technology industry? If so, we would love to hear from you! This is a temporary, contract position expected to last approximately 12 months, with the potential to go permanent. This is a hybrid position with 2 days per week in the office required, and remote work the rest of the week. The work hours are Monday - Friday, 9:00 AM - 6:00 PM ET. Responsibilities: Client facing communications over email and some phone calls Act as a backup to any Relationship Administrator when needed supporting clients Work with internal teams to obtain material quantities Submit Host/Post, DDS, and other print requests Run AI Tool and upload material matrix to ICSOL Assist with updating APD/CPD Request logo creation for print inquiries Running reports and analyzing data within Excel Other responsibilities/ad hoc projects as assigned Qualifications:
1-2 years of client services experience preferred Bachelors degree preferred but not required Proficient with Microsoft Excel, specifically with VLOOKUPs, Pivot Tables, etc. Experienced with Microsoft Outlook and composing professional, client-facing email communications Highly attentive to detail, able to multi-task and follow through Ability to handle confidential information Available to We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a companyand ultimately a communitythat recognizes and celebrates everyone's unique perspective. We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.