Operations Associate - Hybrid Finance and Client Services

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

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.