Client Onboarding Specialist

Full TimeRemoteTeam 10,001+Since 2007H1B SponsorCompany SiteLinkedIn

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.

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