Broadridge Financial Solutions Associate Client Service Representative in Marlborough, Massachusetts
Broadridge is growing! We are actively seeking a Associate Client Support Representative for our Marlborough, MA office. In this role, you will be responsible for maintaining efficient and effective communication with our subscriber through semi-annual training calls to assist the subscriber base in leveraging the digital tools we provide. In addition to customer education, the Client Support team members are responsible for the promotion of Broadridge services and products, such as, websites, domain names, sponsored ads, digital advertising and social media support.
Inbound calls -- Appointment Scheduling
Outbound calls -- Training and Scheduling Appointments
Customer Relationship Management
Maintain client relationships with a focus on customer satisfaction and retention
Educate clients on product and program improvements
Compliance monitoring and management
Build Corporate Client reports as needed
Maintain and track communication with clients
Support Client Relationship Manager and Client Services Manager as needed
Complete additional projects as assigned
Ongoing knowledge base of Compliance guidelines
Ongoing product support
Editor/tool knowledge base and support
Guide customers through Corporate Client Intranets, policies and procedures
Entering issues for Development to further investigate
Close case and follow up with customer on resolution
Review and process product upgrade requests
Monitor adherence to Compliance guidelines
Skill Sets Required:
Demonstrated skill working in a team environment with various personality types to get the work done. Ability to relate well, build consensus and show respect and consideration for others.
Maintain professional appearance and adhere to the dress code.
Bachelor's Degree or equivalent education and experience preferred.
Demonstrable literacy in using application software such as Windows, Outlook, Excel, and Word.
Strong communication, analytical skills and organizational skills; thorough and attentive to details; able to prioritize and multitask, and recognize the importance of deadlines.
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled