Operations Associate (Hybrid)

Broadridge Financial Solutions; Newark, Northern (NJ, KY); Hybrid; USD 32,000 - 34,000; Full time

Job summary

Broadridge Financial Solutions in Newark, NJ is seeking an Operations Associate to support high-profile clients with Alternative Investment transactions, including subscriptions, transfers, and amendments. You will handle a substantial daily call volume, log interactions in Salesforce, and collaborate with Morgan Stanley-related teams to process requests.

The role requires 0-3 years of experience, strong multitasking and customer service skills, and proficiency with Microsoft Office.

Qualifications

• 0-3 years of relevant experience.
• Customer service oriented with ability to multitask and prioritize.

Responsibilities

• Provide phone support to high-profile Financial Advisors regarding Alternative Investment transactions.
• Field 30-50 calls per day on the Morgan Stanley Service Network via Genesys.
• Maintain detailed call log documentation using Salesforce CRM.
• Collaborate with teams across Reg D, Transactional Processing, Product Management, and more on processing requests.
• Engage in ad hoc projects supporting Alternative Investment Operations teams.
• Deliver world-class service to Financial Advisors and their staff.
• Participate in training to stay updated on products and systems.
• Maintain professional telephone etiquette and caller satisfaction.
• Adhere to schedule adjustments and work in a hybrid environment.

Skills

Phone support

Time management

Customer service

Problem solving

Tools

Salesforce

Genesys

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 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.
• 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 & Benefits

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

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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.

Equal Employment Opportunity and Disability Assistance

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.

Broadridge Overview

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.

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Professional Development

Broadridge is committed to creating an engaging workplace for the most talented associates in our industry. 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.