Client Service Representative; Hybrid

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 (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 elevate 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 or responsibilities as needed or assigned.

• Associate or Bachelor’s degree in business, finance, or 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; professional communication.
• Attention to detail and 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.

• Salary range: $60,000 – $75,000 per year.
• Bonus:
  Eligible for bonus based on performance.
• Benefits:
  Comprehensive benefits program (medical, dental, vision, retirement, paid time off, etc.). Please visit the benefits portal for full details.

Broadridge provides equal employment opportunities to all applicants regardless of race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, age, disability, genetic information, military or veteran status, and other protected characteristics as required by law.