Client Service Representative (Hybrid)

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 hiring! We’re seeking a Client Service Representative to join our stellar team! The Client Services Representative supports clients, mainly TPAs and recordkeepers within the retirement and financial services sector by delivering timely, accurate, and professional assistance on account or asset-related inquiries and service requests. This role plays a key part in maintaining strong client relationships by ensuring data integrity, executing client deliverables, and supporting day-to-day operations. Working closely with senior client services staff, this position helps uphold regulatory standards, fosters client satisfaction, and contributes to the smooth administration of retirement and investment programs.

Responsibilities:

• Serve as the primary day-to-day contact for assigned clients, providing responsive support on routine account questions, transaction requests, and service inquiries.
• Assist in processing participant and plan-level transactions—such as contributions, distributions, and plan updates—in accordance with established procedures and compliance requirements.
• Coordinate with internal departments (e.g., operations, compliance, investments) to ensure accurate and timely completion of client deliverables.
• Prepare and maintain required client documents, reports, and meeting materials, ensuring accuracy and confidentiality.  
• Log and track client communications and service activities in CRM and recordkeeping systems for audit and reporting purposes.
• Monitor deadlines, follow up on open items, and escalate more complex or sensitive requests to senior representatives or management.
• Support onboarding activities for new client accounts and plan transitions, assisting in data collection, setup, and testing as needed.  
• Participate in team initiatives to streamline service workflows, enhance client satisfaction, and reinforce compliance best practices.
• May perform other duties/responsibilities as needed or assigned.

Qualifications:

• Associate or Bachelor’s degree in business, finance, or a related field, or equivalent work experience.
• 1+ years of experience in financial services, retirement plan administration, or client account support.
• Working knowledge or interest in retirement plans (401(k), 403(b), defined benefit, etc.) and related regulations (ERISA, IRS, DOL).
• Strong organizational, analytical, and communication skills with attention to accuracy and confidentiality.
• Proficiency in Microsoft Office Suite and familiarity with CRM or recordkeeping systems.
• Customer focus and relationship building
• Client service orientation and professional communication
• Strong attention to detail with commitment to data integrity
• Ability to manage competing priorities in a deadline-driven environment
• Collaboration across teams and functional areas
• Problem-solving and willingness to learn complex financial processes
• Adherence to compliance, confidentiality, and ethical standards

Compensation Range: The salary range for this position is between $60,000 - $75,000. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Bonus Eligibility: Bonus Eligible
Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings.

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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 888-237-7769 or by sending an email to [email protected].