Job Details

ID #6102640
Estado Massachusetts
Ciudad Andover
Tipo de trabajo Full-time
Salario USD TBD TBD
Fuente Broadridge
Showed 2020-11-25
Fecha 2020-11-25
Fecha tope 2021-01-24
Categoría Etcétera
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Client Services Manager (JR1018996)

Massachusetts, Andover, 01810 Andover USA

Vacancy caducado!

Job Description

As the Client Services Manager on our Regulatory Data & Communications team,you will handle clientinteractions with a demonstrated passion for building strong relationships. We provide data solutions to our Variable Annuity, Variable Life Insurance and Retirement clients. You'll engage with internal and external parties to address all client needs in a professional and timely manner. The ideal candidate has a team player attitude and is self-motivated to delivergreat results. This role requires a highly organized, dynamic, and hands-on individual with strong customer focus and the desire to exceed clients’ expectations.

Job Functions/Responsibilities:

  • Establishproductive, professional client relationships through unparalleled support, service and value to drive client satisfaction.
  • Actas the primary point of contact and escalation for assigned clients.
  • Developa deep knowledge of our clients, solutions and products
  • Ownand addressclient needs and issues from inception to resolution, provides updates and follow-ups as needed. Proactively partnerwith internal teams to communicate client requirements and turnaround time expectations.
  • Anticipate client needs and proactively reachout to discuss opportunities that may help the client achieve goals.
  • Actively trackclient projects, updating and monitoring internal reports to ensure the timely and efficient progression of each project.
  • Createand presentBusiness Reviews to clients and partners with internal teams to provide feedback.
  • Buildstrong and positive relationships with third-party stakeholders as needed (print vendors)

Education/Qualifications:

  • BA/BS required
  • 3+ years of experience in a Client Services role within the Financial industry, serving variable annuity, variable life insurance and retirement plan clients is strongly preferred
  • Experience with technology based solutions
  • Excellent written and verbal communication skills, with a strong attention to detail
  • Self-motivator who can adapt/respond to different types of requests on-the-go
  • Experience in a fast-paced working environment and the ability to multi-task, prioritize and manage time effectively
  • Intellectual curiosity for learning new skills and tools
  • Experience ensuring technology is fully operational and impactful to the client experience
  • Ability to bring new ideas and help build more efficient processes
  • Intermediate/Advanced Microsoft Office skills
  • This is an individual contributor role without direct reports

Additional Information

Broadridge is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age or any other protected status.

"Everyone Benefits from Diversity & Inclusion.

Diverse & Inclusive Teams Drive Growth."

US applicants: Click here to view the "EEO is the Law" poster.

If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation in the event you are unable or limited in your ability to use or access the Companys career webpage as a result of your disability. You may request a reasonable accommodation(s) by calling 888-237-7769 or by sending an email to [emailprotected]

Vacancy caducado!

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