Senior Client Services Associate

Senior Client Services Representative

At Broadridge, we empower others to accomplish more. We are looking for a Sr Client Services Representative to manage a book of business for both TPA and Non-TPA clients, ensuring key deliverables are met and driving business growth and client retention.

• Act as the primary point of contact for all facets of relationships, including retention initiatives, problem resolution, communications, and product enhancements.
• Proactively engage clients to identify and anticipate emerging needs beyond immediate requests.
• Derive, understand, and document clients’ business needs, conduct research, and recommend solutions.
• Develop tailored solutions that align with both client goals and organizational objectives.
• Understand client agreements to address questions around invoicing, billing, pricing, and general agreement items.
• Partner with Client Development to identify cross‑selling and growth opportunities.
• Seek and provide client feedback in the development of new products or product improvements.
• Ensure clients are aware of API and ongoing enhancements; coordinate training and testing with SMEs and log new requests.
• Keep abreast of industry trends and regulatory items.
• Deliver quality products and services by attending internal training and providing training to clients.
• Schedule, lead, and document regular client meetings for all aspects of the client relationship.
• Monitor client requests, research and gather information, and provide continual updates.
• Build relationships with internal partners responsible for servicing the accounts.
• Collaborate with Client Services team members and partner on service models.
• Schedule virtual one‑on‑one sessions with CS partners for mutual client support and issue resolution.
• Work with Manager and internal teams to ensure service standards are met.
• Participate in ongoing training and development.

• Bachelor’s degree or equivalent experience (preferred).
• 3+ years of financial industry experience, including two years in a relationship management capacity.
• Retirement industry knowledge and certification (preferred).
• MS‑Office experience (required).
• Salesforce experience (preferred).
• Strong attention to detail.
• Excellent written communication skills.
• Ability to work under tight deadlines.

The salary range for this position is $75,000 - $90,000.

Comprehensive benefits information is available at  All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable.

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, and local laws. Disability assistance is available upon request.