Client Services Representative (CONTRACT) Hybrid - Flexible Options

Requirements

• Bachelor's degree or equivalent experience preferred
• 2+ years of experience in operational role including professional phone and e-mail correspondence
• Functional/technical skills
• 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
• Use of AI in Hiring
• US applicants: Click here to view the EEOC " Know Your Rights " poster.
• Disability Assistance
• If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to BRcareers@broadridge.com .

Benefits

Additional Information

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 our Denver office 2 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 Safe Harbor IRA account setup and transfers with outside Third Party Administrator firms.

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