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Broadridge
Account Service
Job Overview
- Broadridge is a global technology leader with trusted expertise and transformative technology, helping our clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resilience, elevating business performance, and transforming investor experiences.
Salary Range: $18.00 - $26.00 per hour
Benefits
Hourly Base Salary + Commission
Work from Home
Flexible Schedule
Health Insurance
Evenings Off
Retirement Plan
Hands on Training
Requirements
- High school diploma or equivalent
- Typically three to five years of customer service experience
- In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures
- Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies
Responsibilities
- Establishes and maintains great working relationships with assigned business accounts, serving as the main day-to-day contact between program administrators or relationship managers
- Answers, researches, and resolves operational problems experienced by the customer utilizing the Consultative Account Management approach with every client interaction
- Focuses on being a strategic resource by assisting with delinquency management, client systems and program implementations; promotes standards with clients and processes by exiting paper reports or other non-efficient program management techniques and facilitating the adoption of electronic and web-based solutions
- Lifts quality through identifying and reporting issues and maintaining an accurate accounting of assigned portfolio specifics
- Maintains high service satisfaction by following up on client inquiries, providing training, and providing updates
- Coordinates and interacts with internal teams and individuals to ensure high levels of service delivery
- Extremely high client facing position where duties involving customer contact performed primarily through telephone or email communication methods
Remote Type:
Hybrid Remote
Job Type:
Full-Time, Part-Time
Job Category:
Accounting / Finance
Location:
5, Dakota Drive,New Hyde Park,NY,11042,US
About Us
Broadridge is a global technology leader with trusted expertise and transformative technology, helping our clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resilience, elevating business performance, and transforming investor experiences.