Client Onboarding Specialist (remote)

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, you will lead and facilitate initial client engagement to gather, analyze, interpret, document, and communicate complex and detailed client business requirements. The Client On-boarding Specialist  will produce a blend of business, functional, and technical documentation that will carry over to IT Development teams throughout the project lifecycle. In addition, you will have significant involvement and interaction with multiple Sales, Account Management, Business, IT, and Product Management groups within Broadridge regarding client requirements and Broadridge services. This role will support high level strategic initiatives and defined business processes.

Responsibilities:

• 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 an 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 inspires 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.

Qualifications:

• 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

Compensation Range: The salary range for this position is between $90,000 - $105,000. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

Bonus Eligibility: Bonus Eligible

Benefits Information: 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. Apply by clicking the application link and submitting your information. The deadline to apply for this role is 3/31/25.

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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 company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.

Use of AI in Hiring 

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.

US applicants: Click here to view the EEOC "Know Your Rights" poster.

Disability Assistance

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. 

If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to [email protected].