Broadridge Financial
Operations Associate (Hybrid)
Newark, NJ · Junior
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About the role
- We're seeking an Operations Associate to join our stellar team.
- Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
- Please note that honesty and transparency are critical to our hiring process.
Responsibilities
- Provide phone support to high profile Financial Advisors and their support staff regarding Alternative Investment transactions, including subscriptions, transfers, redemptions, and document revisions/amendments.
- Field and document anywhere from 30-50 phone calls per day on the Morgan Stanley Service Network via Genesys phone routing system
- Maintain detailed call log documentation utilizing Salesforce CRM software.
- Partner with various teams within Morgan Stanley Client Solutions & Investment Solutions organizations such as Reg D, Transactional Processing, Product Management, Product Development, Platform Solutions, etc. on processing requests
- Engage in Ad Hoc projects that supports various Alternative Investment Operations teams.
- Provide World Class Service to Financial Advisors and their support staff.
- Follow professional telephone etiquette on all calls and handle interactions in a professional manner to maintain caller satisfaction.
- If you're passionate about developing your career, while helping others along the way, come join the Broadridge team.
- In this role, you will have the opportunity to support our high-profile clients by delivering exceptional service and operational support for Alternative Investment transactions
- 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.
Requirements
- 0-3 years of relevant experience
- Ability to handle time effectively and clearly prioritize tasks
- Ability to stay calm and logically work through problems/issues as they arise, often under tight deadlines
- Adhere to required schedule adjustments across the day.
- A self-starter with experience utilizing the Microsoft Office tools
- Customer service oriented, able to handle multiple tasks at a time
- Compensation Range: The salary range for this position is between $23/hr to $25/hr. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
- Bonus Eligibility: Bonus Eligible
- Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings
- 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 company-and ultimately a community-that recognizes and celebrates everyone's 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: Click here to view the EEOC " Know Your Rights " poster.
- Disability Assistance
Compensation
- Range: The salary range for this position is between $23/hr to $25/hr.
- Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Benefits
- Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings
Company info
- At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more.
- 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.
- 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.
- As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications.
This listing is sourced directly from Broadridge Financial's careers page and normalized into a canonical job model.