Operations Associate (Hybrid)

broadridge; Newark (NJ); Hybrid; USD 32,000 - 34,000; Full time

Job summary

Broadridge is seeking an Operations Associate to support high-profile financial advisors with Alternative Investment transactions, subscriptions, transfers, redemptions, and amendments. The role involves handling 30-50 daily calls, maintaining Salesforce logs, and collaborating across teams to process requests.

The position offers a hybrid work arrangement, ongoing training, and a focus on delivering world-class service to clients and staff, with expectations of strong time management and

Qualifications

• 0-3 years of relevant experience.
• Ability to prioritize tasks and manage time effectively.
• Self-starter with experience using Microsoft Office tools.
• Calm, logical problem-solving under tight deadlines.
• Customer service oriented with multi-tasking ability.

Responsibilities

• Provide phone support to high-profile Financial Advisors regarding Alternative Investment transactions.
• Handle 30-50 calls per day via the Morgan Stanley Service Network and Genesys routing.
• Maintain call logs using Salesforce CRM.
• Collaborate with Morgan Stanley Client Solutions teams on processing requests.
• Engage in Ad Hoc projects supporting Alternative Investment Operations teams.
• Demonstrate World Class Service to Advisors and their staff.
• Participate in ongoing training on Alternative Investment products and systems.
• Follow professional telephone etiquette and ensure caller satisfaction.

Tools

Microsoft Office

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.

Broadridge is hiring! We’re seeking an Operations Associate to join our stellar 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

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 Networkvia 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.
• Participate in continuous educational training sessions to maintain knowledge of Alternative Investment products and systems.
• Follow professional telephone etiquette on all calls and handle interactions in a professional manner to maintain caller satisfaction.
• Ensure high service quality during interactions on inbound/outbound calls.
• Adhere to required schedule adjustments across the day.
• Ability to work efficiently and effectively in a hybrid environment (in-person & remote).

Qualifications

• 0-3 years of relevant experience
• Ability to handle time effectively and clearly prioritize tasks
• A self-starter with experience utilizing the Microsoft Office tools
• Ability to stay calm and logically work through problems/issues as they arise, often under tight deadlines
• 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

#LI-PP1

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.

Disability Assistance

We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.