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Client Service Account Manager (remote)

Broadridge
United StatesRemotefull_timeVerifiedPosted 22 Jan 2025
💰 $125,000/yr($120,000/yr$125,000/yr)

About the role

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 hiring! We’re seeking a Client Service Account Manager.  Join our dynamic team and become a key player in driving service excellence by interacting with clients in a professional and engaging manner. You'll provide timely and comprehensive information to customers, ensuring their inquiries are resolved with efficiency and care. Strengthen valuable relationships with both our clients and internal teams, positioning yourself as the go-to problem solver and support expert.

This is a remote role where you will work off-site. Travel is limited and generally used for team learning and collaboration meetings.

Responsibilities:

  • Build Service Excellence

    • Interact with clients in a professional manner

    • Provide effective, efficient, timely and complete information to customers on all issues and inquiries

    • Maintain positive relationships with clients as well as with internal Broadridge personnel

  • Provide all problem resolution, issue, and general support and act as a point person for designated clients

  • Maintain current and accurate client contacts in BRAC client contact repository

  • Monitor and resolve all client issues submitted through JIRA using a combination of own knowledge, working with other CSAMs, Business Analysts, and Developers

  • Raise issues in timely manner to management

  • Improve internal process activities when necessary

  • Promote “Take and Educate” approach with clients to ensure they use all available resources to be more efficient

  • Assist in onboarding new enhancements by supporting testing and user documentation

  • Coordinate calls / training with other knowledgeable resources

Qualifications:

  • Minimum 5 years of experience in client service / customer support role preferably in financial services industry

  • Previous experience in Commission processing in Bank, Broker, or Insurance Back Office a plus

  • Experience with all Microsoft Office products (Word, Excel, PowerPoint, etc.)

  • Professional, polished demeanor

  • Ability to be trained in department and system processes

  • Pays strong attention to detail

  • Ability to provide support in the daily execution of key tasks when needed

  • Customer service competency, with strong written and verbal communication skills

  • Strong organizational skills

  • Ability to work with other Broadridge departments on a variety of issues

  • Able to work independently as well as within a team, and prioritize daily workflow with little direction

  • Bachelor's degree or equivalent

  • Position requires to work in eastern time zone

Compensation Range: The salary range for this position is between $120,000 - $125,000.  Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

Bonus Eligibility: Bonus Eligible

Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings

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Broadridge associates helped us envision our Connected Workplace - a work model that allows associates around the globe, dependent upon their role responsibilities, to take advantage of the benefits of both on-site and off-site work to support our clients, one another, and the communities where we live and work. Our Connected Workplace is grounded in the concept of FACS: Flexible, Accountable, Connected, and Supported, which is our commitment to our associates. FACS supports our strong culture and allows us to achieve business goals while supporting meaningful work-life integration for our associates.

We are dedicated to fostering a diverse, equitable, and inclusive environment and committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates can only do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates diversity in all its dimensions.

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Broadridge

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