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Broadridge Financial Solutions, Inc., founded in 1962 as a division of ADP, became a publicly-traded company in 2007. Now an award-winning business services fir
Client Onboarding Specialist
Location
Texas
Posted
102 days ago
Salary
$90K - $105K / year
Seniority
Mid Level
Job Description
Client Onboarding Specialist
Broadridge
• 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 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 inspire 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.
Job Requirements
- 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
Benefits
- Please visit www.broadridgebenefits.com for information on our comprehensive benefit offerings.
- All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable.
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Job Summary: The Onboarding Specialist is the primary contact for members as they transition to a CCA health plan. The Specialist contacts new members via telephonic outreach and identifies both the member's existing healthcare services that will continue and new service requests. The Specialist works to ensure that member needs are addressed through liaising with internal CCA providers and external healthcare providers. The Specialist also educates the member on health plan offerings and addresses members' questions or concerns. 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