Client Success Representative (Remote)

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 are looking for an experienced and motivated Client Success Representative to join our Onboarding Team. The successful candidate will be responsible for building strong relationships with our clients and ensuring their satisfaction with our products and services. This role is responsible for ensuring a smooth and efficient onboarding process for new clients. This position is responsible for retaining their book of business and assisting our clients in reaching their desired outcomes with our Platform. Strong communication skills, attention to detail, time management and a desire to provide exceptional client service are required. Responsibilities: Act as the primary point of contact for assigned clients and provide prompt and efficient resolution to their inquiries and concerns, by phone, email, and video calls. Manage the onboarding process for new clients from start to finish and provide additional training as needed. Work collaboratively with the Client Success team to keep the company churn rate down. Find opportunities to demonstrate value to our clients, identify key client engagement metrics and provide recommendations. Maintain a high customer satisfaction rating by providing exceptional service and delivering a quality onboarding and training experience. Collaborate with the customer to identify and implement strategies to achieve their goals and maximize the value they receive from our products. Continuously gather and communicate customer feedback to internal teams to drive product improvement and enhance customer satisfaction. Build and maintain strong relationships with clients to ensure their continued satisfaction. Establish yourself as an expert with a deep understanding of our platform and products. Deliver a superior client experience by providing a high level of customer service and maintaining quality throughout the onboarding process. Achieve and exceed assigned performance targets, including customer retention and upsell targets. Qualifications Bachelor’s degree or equivalent experience preferred Minimum of 2-3 years of Customer Service experience, in a SaSS environment preferred Exceptional written and verbal communication skills Excellent attention to detail and quality of work Multi-tasking skills, ability to prioritize work and respond to clients within reasonable time frames Able to adapt and embrace change on an ongoing basis, and always ready to learn Create positive and professional business relationships with clients Ability to learn software solutions quickly Work cooperatively and effectively with fellow team members, clients, and other stakeholders Preferred Qualifications Salesforce Microsoft suite Outlook JIRA Confluence Churnzero Compensation Range: The salary range for this position is $21/hr Bonus Eligibility: Bonus Eligible Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education. Benefits Information: Please visit for more information on our comprehensive benefit offerings. All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable. The deadline to apply for this role is December 1, 2026 #LI-JS2 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 company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective. Use of AI in Hiring As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration. US applicants: Click here to view the EEOC 'Know Your Rights' poster. Disability Assistance 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. If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at View phone number on click.appcast.io or by sending an email to View email address on click.appcast.io. Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences. Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over $15 trillion in equities, fixed income, and other securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 15,000 associates in 21 countries. LinkedIn Facebook Instagram Twitter YouTube Glassdoor The Muse Broadridge is committed to creating an engaging workplace for the most talented associates in our industry. We are dedicated to fostering a collaborative, inclusive, and healthy environment that promotes flexibility and accountability. As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment. Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success. We believe that our associates are our most important asset. Encouraging professional development opportunities is a core part of our culture. Broadridge provides educational opportunities, including formal classes, training programs and events. To enable learning in our hybrid working model, Broadridge has redesigned all development programs for 100% virtual delivery. Our associates have access to 8,500+ online courses covering business, leadership, technical, and function-specific topics through our LinkedIn Learning program. #J-18808-Ljbffr Broadridge Financial Solutions