Client Onboarding Specialist (Hybrid)

Coppell, TX - USA

Monthly Salary: $ 70000 - 80000

Posted on: 14 days ago

Vacancies: 1 Vacancy

Job Summary

At Broadridge weve built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career while helping others along the way come join the Broadridge team.

As a Client Onboarding Specialist at Broadridge you will oversee and facilitate the complete onboarding lifecycle ensuring that each clients product or service is seamlessly coordinated from its initial planning and installation through to its final deployment.

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.

Qualifications & Skills

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.

Compensation Range: The salary range for this position is between $70000.00-$80000.00. Broadridge considers various factors when evaluating a candidates final salary including but not limited to relevant experience skills and education.

Bonus Eligibility: Bonus Eligible

Benefits Information: Please visitfor 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 December 15th 2025.

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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 companyand ultimately a communitythat recognizes and celebrates everyones 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: Clickhereto 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 everyones 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 or by sending an email to.

Required Experience: