Client Onboarding Specialist
Location
Texas
Posted
1 day ago
Salary
$90K - $105K / year
Bachelor Degree2 yrs expEnglish
Job Description
• Elicit, articulate, and document comprehensive Client business, functional, and technical requirements.
• Outline, plan, and drive the progression to gather, analyze, and document aspects surrounding a client’s requirements and service needs.
• Produce required Business and Technical requirement documentation that is accurate, complete, clear, and understandable.
• Establish and instill client confidence/trust in you and the Broadridge organization.
• Plan and execute client requirement sessions with emphasis on success for client intake and subsequent service execution.
• Lead and guide client discussions with confidence and resolve.
• Ability to have client discussions at peer level and senior level.
• Manage crucial conversations.
• Escalate crucial client/internal conversations or concerns when appropriate.
• Proficient and articulate Broadridge Product, Technical, and Operational specifications/workflows.
• Train, mentor, and coach new Requirements Gathering Specialists that join the team.
• Display a positive attitude and inspire others for greater performance.
• Decline any decision which could breach BR best practice, cause harm/risk to a client or harm/overwhelm an associate.
• May perform other duties/responsibilities as needed or assigned.
Job Requirements
- Bachelor’s degree or equivalent experience preferred
- At least 2 years in a client facing role
- At least 2 years in a business analysis role
- Industry specific knowledge
- Strong attention to detail
- Ability to focus to task completion
- Demonstrated business, functional, and technical documentation skills
- Strong Analytical skills
- Start to finish process flow comprehension
- Proficient written and verbal skills
- Travel may be required
- Off hour engagement when required
Benefits
- Please visit www.broadridgebenefits.com for information on our comprehensive benefit offerings.
- All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable.