Are you seeking a position within a growing company? Broadridge is hiring! Our mission is to attract, develop and retain extraordinary talent. Being a place where exceptionally driven and hardworking people want to work is how we deliver award-winning services to our customers and ultimately create customer value.
General Purpose: To work closely with our customers to assist in the trading of mutual funds, resolving trade and settlement issues, and researching trust related inquiries with the help of our Trust Company.
Essential Duties and Responsibilities: - Answer customer inquiries in a timely manner - Review and submit trades for management approval - Research and resolve trade reject errors
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- Resubmit rejected trades for management approval - Coordinate and assist customers with any trade/settlement issues - Upon customer instructions, facilitate money moves with the Trust Company - Review overdraft report and submit customer instructions to the Trust Company - Assist with Customer installations and conversions - Process manual trades as instructed by customers for management approval - Process plan terminations as instructed by customers for management approval
Job ID: Employment Type: Other
Perks and Benefits
Health and Wellness
Health Insurance
Dental Insurance
Vision Insurance
FSA
FSA With Employer Contribution
HSA
HSA With Employer Contribution
Life Insurance
Short-Term Disability
Long-Term Disability
Fitness Subsidies
Pet Insurance
Mental Health Benefits
Parental Benefits
Family Support Resources
Birth Parent or Maternity Leave
Non-Birth Parent or Paternity Leave
Adoption Leave
Fertility Benefits
Work Flexibility
Flexible Work Hours
Remote Work Opportunities
Hybrid Work Opportunities
Work-From-Home Stipend
Office Life and Perks
Commuter Benefits Program
Casual Dress
Happy Hours
Company Outings
On-Site Cafeteria
Holiday Events
Vacation and Time Off
Paid Vacation
Paid Holidays
Personal/Sick Days
Leave of Absence
Volunteer Time Off
Unlimited Paid Time Off
Financial and Retirement
401(K)
401(K) With Company Matching
Performance Bonus
Financial Counseling
Relocation Assistance
Professional Development
Tuition Reimbursement
Promote From Within
Mentor Program
Access to Online Courses
Lunch and Learns
Leadership Training Program
Internship Program
Diversity and Inclusion
Founder led
Woman founded/led
Black founded/led
Latinx founded/led
Asian founded/led
Diversity, Equity, and Inclusion Program
Company Videos
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