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Why Join Broadridge? – A Visionary Leader in Financial Technology
Broadridge Financial Solutions is a global powerhouse that empowers financial institutions, corporations, and investors to transform how they manage data, communications, and compliance. With a heritage spanning more than five decades, we combine innovative technology with deep industry expertise to deliver the most trusted, secure, and scalable solutions in the market. Our mission – “to empower others to accomplish more” – isn’t just a tagline; it’s the core of everything we do, from the way we design software to how we nurture our people.
As a forward‑thinking organization, Broadridge champions a Connected Workplace model that balances flexibility with accountability. We call this model FACS – Flexible, Accountable, Connected, and Supported – providing employees with the freedom to work from anywhere while staying deeply engaged with teammates, clients, and the communities we serve. If you thrive in an environment that values innovation, collaboration, and personal growth, you’ll feel right at home with us.
Position Snapshot – Remote Contract Client Service Representative
This role is a full‑time, temporary contract opportunity that runs from January through June 2025, with a mandatory training period in December 2024. As a Client Service Representative, you will become a key member of our Client‑Facing team, delivering top‑tier service to internal and external stakeholders while ensuring the accuracy and integrity of critical financial documents. The position is completely remote, allowing you to work from any location within the United States while maintaining the standard Eastern Time schedule of 9:00 AM – 6:00 PM.
Core Responsibilities – What Your Day Will Look Like
- Financial Document Creation & Approval: Utilize the Adobe suite (Acrobat, InDesign, Photoshop) to draft, format, and finalize a variety of client‑facing financial documents, ensuring compliance with Broadridge standards and industry regulations.
- Data Verification & Entry: Meticulously review forms, spreadsheets, and reports for accuracy before entering information into a proprietary tracking database, safeguarding data integrity throughout the workflow.
- Client Interaction: Serve as the primary point of contact for external clients and internal departments, addressing inquiries, resolving issues, and delivering a consistently high level of customer service.
- Team Collaboration: Participate in daily huddles, virtual meetings, and cross‑functional initiatives, contributing ideas and supporting teammates to achieve collective goals.
- Time Management & Productivity: Prioritize tasks effectively, especially during peak seasonal volumes, to meet stringent deadlines while maintaining exceptional quality standards.
- Software Adaptability: Quickly learn and master new applications, tools, and platforms as they are introduced, ensuring smooth transitions and continuous process improvements.
- Documentation & Reporting: Generate concise, actionable reports on client interactions, document status, and workflow metrics for leadership review.
- Continuous Improvement: Identify opportunities for process enhancements, share best practices, and participate in training sessions aimed at elevating service excellence.
Essential Qualifications – The Foundations of Success
- Client Service Experience: Minimum 1–2 years of hands‑on experience delivering customer support in a high‑volume, deadline‑driven environment.
- Communication Excellence: Superior written and verbal communication skills, with a demonstrated ability to listen actively, articulate solutions clearly, and maintain professionalism under pressure.
- Technical Proficiency: Strong command of Microsoft Excel (including pivot tables, VLOOKUP, and data formatting), Word, Outlook, and basic knowledge of Access. Experience with Adobe Acrobat/Creative Suite is highly preferred.
- Analytical Acumen: Ability to scrutinize financial documents for errors, comprehend complex data sets, and make accurate, timely decisions.
- Self‑Management: Proven track record of working independently in a remote setting while staying accountable to team objectives and timelines.
- Adaptability: Demonstrated comfort with learning and applying new software tools quickly and efficiently.
Preferred Qualifications – What Sets Top Candidates Apart
- Experience working within the banking, securities, or financial services industry.
- Familiarity with financial regulatory frameworks (e.g., SEC, FINRA, GDPR) and document compliance standards.
- Prior exposure to contract or temporary staffing models, showing flexibility and resilience during peak periods.
- Certification in project management or process improvement methodologies (e.g., PMP, Six Sigma).
Key Skills & Competencies – The Attributes We Value
- Attention to Detail: A meticulous eye for spotting inconsistencies and ensuring precision in all documentation.
- Customer‑Centric Mindset: Genuine enthusiasm for helping clients achieve their goals and a proactive approach to problem‑solving.
- Collaboration & Interpersonal Skills: Ability to build rapport across diverse teams and foster an inclusive, supportive environment.
- Time‑Blocking & Prioritization: Expertise in structuring workdays to maximize throughput without compromising quality.
- Resilience & Stress Management: Calm demeanor during high‑pressure periods, with strategies to maintain productivity and morale.
- Growth Orientation: Curiosity to stay current on industry trends, emerging technologies, and best practices in client service.
Career Development – Grow With Broadridge
At Broadridge, we believe that a rewarding career is built on continuous learning and progression. As a Contract Client Service Representative, you will have access to:
- Structured Onboarding & Training: A comprehensive December training program that equips you with the tools, knowledge, and processes necessary for success.
- Mentorship Opportunities: Pairing with seasoned professionals who provide guidance, feedback, and career counsel.
- Skill‑Building Workshops: Regular virtual sessions covering advanced Excel techniques, Adobe Suite mastery, effective communication, and time‑management strategies.
- Performance‑Based Recognition: Opportunities to earn bonuses, certificates, and public acknowledgment for exceeding service targets.
- Pathways to Permanent Roles: High‑performing contractors are often considered for full‑time positions within Broadridge, opening doors to long‑term career pathways in client services, operations, or project management.
Work Environment & Culture – The Broadridge Experience
Our Connected Workplace philosophy ensures that every employee, regardless of location, feels flexible, accountable, connected, and supported. Key cultural highlights include:
- Diversity, Equity & Inclusion (DEI): A firm‑wide commitment to building a workforce that reflects the varied backgrounds, perspectives, and experiences of the communities we serve.
- Virtual Community Building: Regular online social events, “coffee chats,” and team‑wide town halls to foster relationship building and knowledge sharing.
- Health & Wellness Programs: Access to mental‑health resources, virtual fitness classes, and ergonomic guidelines for home office setups.
- Employee Resource Groups (ERGs): Networks that support under‑represented employees and promote a sense of belonging.
- Technology Enablement: State‑of‑the‑art collaboration tools (Microsoft Teams, Slack, SharePoint) that make remote teamwork seamless and efficient.
Compensation, Perks & Benefits – What We Offer
While this is a contract position, Broadridge ensures that you are rewarded competitively for your expertise and effort.
- Hourly Wage: $17.00 – $19.00 per hour, commensurate with experience, skill set, and educational background.
- Overtime Opportunities: Additional pay for extra hours worked during peak seasonal periods.
- Performance Incentives: Bonus eligibility for exceptional client satisfaction scores and accuracy metrics.
- Remote Work Stipend: A modest allowance to support home‑office essentials (e.g., high‑speed internet, ergonomic chair).
- Professional Development: Free access to online learning platforms, webinars, and certifications relevant to financial services and client management.
- Employee Assistance Program (EAP): Confidential counseling, legal, and financial guidance resources.
- Inclusive Benefits: Equal employment opportunity policies, accommodations for disabilities, and a supportive environment for all gender identities, sexual orientations, and cultural backgrounds.
How to Apply – A Simple, Straightforward Process
Step 1 – Submit Your Application: Click the “” button below and upload your resume, cover letter, and any relevant certifications.
Step 2 – Screening & Interview: Our talent acquisition team will review your credentials and contact you for a brief virtual interview to discuss your experience and fit for the role.
Step 3 – Offer & Onboarding: Successful candidates will receive a contract offer, followed by a structured onboarding schedule that commences in December.
Ready to Take the Next Step?
If you are a motivated, detail‑oriented professional who thrives in a fast‑paced, client‑centric environment, we want to hear from you. Join Broadridge and be part of a team that empowers financial institutions worldwide while offering you the flexibility to work from the comfort of your own home.
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