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.

Primary responsibilities:

Call Handling

  • 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

Customer Education

  • Ongoing knowledge base of Compliance guidelines

  • Ongoing product support

  • Editor/tool knowledge base and support

  • Guide customers through Corporate Client Intranets, policies and procedures

Troubleshooting/Case Management

  • Entering issues for Development to further investigate

  • Close case and follow up with customer on resolution

Website Maintenance

  • 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