Associate Client Representative
Broadridge - Marlborough, MA

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Position Summary:
Support Forefield customer base by providing product overviews and service information; resolving product and service problems

General Activities:
Work with sales team to provide customer usage reports, create account ID’s and make account changes
Answer product and service questions, perform customer demos
Prepare product or service reports by collecting and analyzing customer information. Keep product materials up to date.
Create product tutorials

Daily Activities:
Answer all customer phone calls
Respond to customer email questions and issues
Work closely with the Forefield technology team on any issues brought up by customers and potential customers

Qualifications Required:
(Experience, Skills, Academic)

Good computer skills - Excel & Word
Good verbal communication skills
Good written communication skills

About this company
150 reviews
Broadridge is a leading provider of investor communications and technology-driven-solutions to banks, broker-dealers, mutual funds, and...