Client Services Representative (CONTRACT) Hybrid - Flexible Options

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 are seeking a Client Services Representative who will be responsible for managing a book of business for both TPA and Non-TPA clients to ensure key deliverables are met, driving both business growth and client retention.

Work Mode: Worked in a hybrid environment, collaborating in-office 2-3 days per week while managing responsibilities effectively in a remote setting.

Job Responsibilities:

• Provide world-class customer service through email, phone, and other client communication channels.
• Serve as the primary point of contact for client relationships, including retention, issue resolution, communications, and product-related support.
• Apply industry knowledge and problem-solving skills to meet goals and support client needs independently.
• Identify, analyze, and document client business needs by gathering specifications, conducting research, and recommending solutions.
• Assist clients with questions regarding self-directed brokerage account setup and transfers with outside brokerage firms.
• Maintain knowledge of client agreements to provide accurate guidance and support.
• Collect and communicate client feedback to support new product development and product enhancements.

Preferred Qualifications:

• Bachelor's degree or equivalent experience preferred
• 2+ years of experience in operational role including professional phone and e-mail correspondence
• Functional/technical skills
• Comfort speaking with high management, Advisors, brokers, etc
• Ability to work under tight deadlines
• Strong, clear communication (both written and oral English), including influencing skills
• Proficient with Microsoft Excel, Word, and Outlook
• Stay connected to and be readily available in team chat

Hourly range $25-30/hr


Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

#LI-MR1

#LI-Hybrid

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.