Tier 1 Client Service Agent
Core
First-line support agent for Broadridge's Fi360 SaaS solutions, handling client inquiries via phone, email, and chat while educating clients on product functionality and fiduciary best practices.
Role type
Tier 1 Client Service Agent (Support)
Builds
Fi360 SaaS platform support and client education
Domain
Financial Services / SaaS
Deliverable
client delivery
Required skills
Client relations, SaaS platform support, troubleshooting, documentation, communication, problem-solving, attention to detail
Responsibilities
Serve as first line of support for client inquiries via phone, email, and live chat; Respond to questions about product features, functionality, policies, and procedures; Educate clients on industry best practices and fiduciary standards; Troubleshoot common technical and user issues; Document all client interactions and resolutions in systems like Zendesk and Salesforce; Partner with internal teams to communicate client feedback and identify improvement opportunities.
Seniority
Entry-level to Junior