Client Service Analyst - Phoenix, United States - Broadridge

Broadridge

Verified Company

Phoenix, United States

2 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

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.

Are you looking to join a creative and dynamic team with a leader in the FinTech industry? Do you have excellent customer service skills? If so, we'd love to hear from you

This is a contract position expected to last approximately 12 months, with a possibility of going permanent. We are made up of high performing teams that meet in person to learn and collaborate as needed.

This role is considered hybrid, which means you'll be assigned to a Broadridge office and given the flexibility to work remotely.

Responsibilities:

Work proactively and accurately within daily deadlines
Partner, research, and communicate with internal teams to provide accurate and timely responses to client inquiries
Host client relationship/service calls on an as needed basis
Assist with customer installations and conversions
Be curious Ask questions to better understand client needs; provide education to clients on new products and services or ones not yet utilized that could be beneficial to their business
Monitor daily trading activity and communicate to clients as needed
Anticipate, research, and resolve issues concerning trading, disbursements, income, new accounts, and fund transfers
Review overdraft reports and submit customer instructions to the Trust Company
Become well versed on internal processes, products, and services offered while speaking confidently, proficiently, and answering questions from clients

Requirements:

Bachelor's degree or 2+ years of equivalent experience preferred
Ability to maintain a positive relationships with clients
Strong selfstarter with a keen attention to detail and the ability to work under tight deadlines
Ability work in a dynamic environment and adapt to changing circumstances
Strong working knowledge of Microsoft Word, Excel, PowerPoint, and SharePoint
Experience with Salesforce is a plus
Strong interpersonal and customer service skills, both verbal and written

LI-KS1

LI-Hybrid

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.