Remote Disability Representative

We are looking for an experienced and motivated Client Success Representative to join our Onboarding Team. The successful candidate will be responsible for building strong relationships with our clients and ensuring their satisfaction with our products and services. This position is responsible for retaining their book of business and assisting our clients in reaching their desired outcomes with our Platform. Strong communication skills, attention to detail, time management and a desire to provide exceptional client service are required.

• Act as the primary point of contact for assigned clients and provide prompt and efficient resolution to their inquiries and concerns, by phone, email, and video calls.
• Manage the onboarding process for new clients from start to finish and provide additional training as needed.
• Maintain a high customer satisfaction rating by providing exceptional service and delivering a quality onboarding and training experience.
• Collaborate with the customer to identify and implement strategies to achieve their goals and maximize the value they receive from our products.
• Continuously gather and communicate customer feedback to internal teams to drive product improvement and enhance customer satisfaction.
• Establish yourself as an expert with a deep understanding of our platform and products.
• Deliver a superior client experience by providing a high level of customer service and maintaining quality throughout the onboarding process.
• Achieve and exceed assigned performance targets, including customer retention and upsell targets.

• Bachelor’s degree or equivalent experience preferred
• Minimum of 2-3 years of Customer Service experience, in a SaSS environment preferred
• Excellent attention to detail and quality of work
• Ability to learn software solutions quickly
• Salesforce
• Microsoft suite
• Bonus Eligibility:
  Bonus Eligible

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.

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. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

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
or by sending an email to BRcareers@broadridge.