Operations Associate

765/ZA15919 Broadridge Analytics Solutions Ltd; West of England; Hybrid; GBP 30,000 - 38,000; Full time

Benefits offered by this job

Hybrid working

Competitive salary

Pension

Dental insurance

Cycle-to-work

Healthcare cash plan

Tech purchases

Gym subsidy

Travel season tickets

Job summary

Broadridge Financial Solutions, Inc. is seeking an Operations Associate to join its Fund Communication Solutions (FCS) team in Bristol.

You will manage a subset of Asset Management or Investment Platform clients, ensuring timely and accurate data delivery for industry distribution, regulatory reporting, and digital visualization. The role emphasizes strong client service, attention to detail, and collaboration with internal teams.

Qualifications

• Essential proficiency in Microsoft Word, Excel and Outlook.
• Ability to manage multiple projects and client queries simultaneously.
• Excellent interpersonal and communication skills.
• Ability to prioritise tasks while considering SLAs.
• Comfortable in a dynamic, fast-changing environment.
• Proven ability to work efficiently under pressure and tight deadlines.
• Capacity to manage key client relationships.
• English proficiency.
• Eligibility to work in the United Kingdom.

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.

Skills

Microsoft Word

Microsoft Excel

Microsoft Outlook

English proficiency

Client relationship management

Multitasking

Work under pressure

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

Company Culture

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.

About Broadridge

Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences. Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over $15 trillion in equities, fixed income, and other securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 15,000 associates in 21 countries.

LinkedIn Facebook Instagram Twitter YouTube Glassdoor The Muse

Learning & Development

We are dedicated to fostering a collaborative, inclusive, and healthy environment that promotes flexibility and accountability. As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment. Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success. We believe that our associates are our most important asset. Encouraging professional development opportunities is a core part of our culture. Broadridge provides educational opportunities, including formal classes, training programs and events. To enable learning in our hybrid working model, Broadridge has redesigned all development programs for 100% virtual delivery. Our associates have access to 8,500+ online courses covering business, leadership, technical, and function-specific topics through our LinkedIn Learning program.