Client Onboarding Specialist (Hybrid)

Client Onboarding Specialist

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team.

As a Client Onboarding Specialist at Broadridge, you will oversee and facilitate the complete onboarding lifecycle, ensuring that each client's product or service is seamlessly coordinated from its initial planning and installation through to its final deployment.

Responsibilities :

• Lead new clients through end-to-end onboarding, including product tours, demos, and setup.
• Ensure clients achieve their desired outcomes quickly and effectively.
• Act as the primary point of contact for onboarding clients, removing implementation roadblocks.
• Address product-related questions and empower clients with knowledge to succeed.
• Serve as a subject matter expert (SME) to help clients understand functionality and business value.
• Partner with Sales, Client Relations, and Product teams to align onboarding efforts.
• Represent CR during solutioning and support planning phases to manage expectations.
• Collect and relay client feedback to influence process improvements and product development.
• Develop strong client connections to drive adoption, satisfaction, and retention.
• Conduct onboarding sessions, client training, and demos.
• Create helpful resources, best practices, and documentation for ongoing success.
• Set up accounts in Service Now.
• Clearly explain the support model clients will experience post go-live.
• Ensure no manual processes are handed over to CR after onboarding.

Qualifications & Skills

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a companyand ultimately a communitythat recognizes and celebrates everyone's unique perspective.

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. 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, or local laws.