Hybrid Client Onboarding Specialist

at Broadridge

• Job title: Client Onboarding Specialist
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $70,000 - $80,000 per year
• Degree requirement: No Education Requirement
• Location requirements: Hybrid, Coppell, United States

About the role

• Client Onboarding Specialist handling onboarding lifecycle for new clients at Broadridge. Facilitating product tours, demos, and ensuring client success through proactive support and education.

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.

Requirements

• Exceptional Communication: Strong verbal and written skills to make complex topics clear and engaging.
• Customer-First Mindset: Ability to anticipate and respond to client needs with empathy and precision.
• Technical Proficiency: Comfortable with SaaS platforms, software tools, and technical terminology.
• Problem-Solving Aptitude: Analytical thinker who can resolve challenges creatively.
• Cross-Functional Collaboration: Experience working effectively with diverse teams.
• Adaptability & Agility: Thrive in dynamic, fast-paced environments while managing shifting priorities.

Benefits

• Bonus Eligible
• Please visit www.broadridgebenefits.com for information on our comprehensive benefit offerings for this role.
• All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable.