Broadridge · 6 days ago
Client Onboarding Specialist (Hybrid)
Coppell, TX
Full-time
Hybrid
Mid Level
$70K/yr - $80K/yrBroadridge is a company that empowers others to accomplish more. As a Client Onboarding Specialist, you will oversee and facilitate the complete onboarding lifecycle, ensuring that each client’s product or service is seamlessly coordinated from its initial planning through to its final deployment.
BankingCrowdfundingEnterprise SoftwareFinanceFinancial ServicesInformation TechnologyOutsourcingSoftwareVenture Capital
Hiring Manager
Delia Șipoș
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
Qualification
Required
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
Benefits
Bonus Eligible
Paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act
Company
Broadridge
Broadridge is a provider of investor communications and technology solutions for broker dealers, banks, mutual funds and corporate issuers.
Founded in 1962
10001+ employees
H1B Sponsorship
Broadridge has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (109)
2024 (124)
2023 (83)
2022 (141)
2021 (100)
2020 (73)
Funding
Current Stage
Public CompanyTotal Funding
$3.05B2023-08-17Post Ipo Debt· $1.3B
2021-05-17Post Ipo Debt· $1B
2019-12-10Post Ipo Debt· $750M
Leadership Team
Timothy Gokey
Chief Executive Officer
Tyler Derr
Chief Technology Officer
Recent News
FF News | Fintech Finance
2025-12-03
2025-11-19
Company data provided by crunchbase