Customer Support Specialist
Indexed description
Role Overview
We value our customers, partners, and employees and are committed to delivering a high-quality service experience. The primary purpose of this role is to support Sales and Support teams in resolving complex issues and operational tasks. This position serves as a key point of coordination between customers, internal teams, and external partners to support timely issue resolution and accurate reporting.
Responsibilities
- Provide responsive, courteous, and efficient customer service via telephone, email, and web inquiries.
- Utilize and maintain Customer Management Database software, while providing extensive follow-up to internal and external customers reporting issues.
- Undertake research, testing, data quality, and documentation projects, as appropriate.
- Serve as the primary liaison between customers and Data Quality/Product Development regarding product-related issues.
- Provide accurate reporting for events and ensure appropriate follow-up actions are completed.
- Provide support to clearing firm partners.
- Create and publish the Daily CEI.
- Collaborate across teams to prioritize critical issues, remove roadblocks where possible, and support timely resolution of customer and operational needs.
- Demonstrated customer service experience with excellent customer service skills.
- Basic understanding of financial markets, network configurations, and software usage.
- Excellent oral and written communication skills (Chinese-Mandarin speaking is a plus)
- Ability to work accurately and quickly in a fast-paced environment.
- Advanced troubleshooting skills for hardware, network, software, and trading account management.
- Strong technical learning ability, including the ability to quickly learn new industry, company, product, and technical knowledge.
- Effective problem-solving, timely decision-making, and prioritization skills, including the ability to make sound decisions under pressure and with incomplete information.
- Technical certification or equivalent work experience.
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.
Create a free Caio profile to unlock more results and save your role and location preferences.
Unlock free search