Operations Associate

Broadridge Financial Solutions, Inc.; West of England; Hybrid; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Hybrid working

Pension benefits

Dental insurance

Cycle-to-work scheme

Healthcare cash plan

Job summary

Broadridge Financial Solutions, Inc. is seeking an Operations Associate to join our Fund Communication Solutions team in Bristol.

You will manage a subset of Asset Management or Investment Platform clients and ensure timely and accurate delivery of fund information for distribution, regulatory reporting, and digital visualization. You will collaborate across internal teams, maintain high service levels, and provide excellent client service in a dynamic financial services environment.

Qualifications

• Must have strong written and verbal communication skills in English.
• Proven ability to manage multiple client queries and projects with attention to detail.
• Proficiency with Microsoft Word, Excel, and Outlook is required for daily operations.

Responsibilities

• Develop and maintain relationships with clients to ensure regular data delivery.
• Ensure high accuracy in data delivery and client communications.
• Resolve client queries promptly to maintain satisfaction and strong relationships.
• Collaborate with internal teams to coordinate efforts and achieve optimal client outcomes.
• Elevate client issues to the Line Manager when necessary and ensure timely resolution.
• Demonstrate accountability by meeting deadlines and maintaining output quality.

Skills

Microsoft Word

Microsoft Excel

Microsoft Outlook

Project management

Client service

Communication skills

English proficiency

UK work eligibility

Education

Financial Services/Business Analysis/Data Science degree

Job description

At Broadridge, we’ve built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.

Position Overview

Join our Operations team within the Fund Communication Solutions (FCS) sector, where you will manage a subset of our Asset Management or Investment Platform client base, including some of the most well-known names in the industry.

As an Operations Associate, you will play a pivotal role in ensuring the timely and accurate delivery of fund information to our database for industry distribution, regulatory reporting, and digital visualization. Your keen eye for detail and dedication to excellent client service will make you an integral part of our team, and this role offers abundant opportunities for professional growth and learning in the Financial Services and Investment Industries.

Key Responsibilities

• Develop and maintain strong relationships with clients to ensure regular data delivery
• Ensure high levels of accuracy and attention to detail in all correspondence and processes
• Handle and resolve client queries promptly and effectively to ensure client satisfaction and maintain strong relationships
• Collaborate with internal stakeholders and teams to coordinate efforts and achieve the best outcomes for our clients
• Identify and elevate client issues to your Line Manager or Senior Colleagues when necessary, ensuring they are addressed promptly and effectively
• Demonstrate accountability by taking ownership of tasks and responsibilities, ensuring deadlines are met, and maintaining high quality in all work outputs
• Maintain a continuous focus on delivering excellent client service to ensure the Company is well regarded by our clients
• Proactively use initiative to solve queries, ensuring efficient and effective resolution to enhance client satisfaction and operational smoothness

Requirements

Essential

• Proficiency in Microsoft Word, Excel and Outlook
• Ability to manage multiple projects and client queries simultaneously
• Excellent interpersonal and communication skills
• Ability to manage workloads and prioritise tasks accordingly, whilst ensuring any Service Level Agreements (SLA’s) are considered
• Comfortable working in a dynamic, fast-changing environment
• Proven ability to work efficiently under pressure and tight deadlines
• Capacity to work with clients to manage key client relationships
• English Proficiency
• Eligibility to work in the United Kingdom

Desirable

• Previous experience in the Investment Industry or an similar office type role
• Recognized Financial Services/Business Analysis/Data Science degree or willingness to pursue relevant studies
• Good understanding of Financial markets and services

Rewards & Benefits

• Competitive Compensation: We offer a salary package that reflects your skills and experience, ensuring you are rewarded for your efforts
• Hybrid Working: Benefit from the flexibility of a hybrid work model, allowing you to balance the comforts of working from home with the collaborative environment of the office.
• Professional Growth: We are committed to supporting your professional development and career advancement, including assistance in pursuing relevant qualifications that interest you
• Benefits Portal: Access a comprehensive benefits package that includes a competitive pension, dental insurance, cycle-to-work scheme, healthcare cash plan, interest-free travel season tickets and tech purchases, a local gym subsidy, and much more.
• City Centre Office: Enjoy our modern office located in the city centre of Bristol, with regular team and company socials to enhance collaboration and foster a vibrant workplace culture.

#LI-Hybrid
#LI-AS1

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.