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.
We are seeking a Customer Support Operations Administrator to join our dynamic team based in Edgewood, NY location. In this role, you will be answering shareholder inquires made in writing, performing account maintenance updates, drafting responses for escalated shareholder inquires on behalf of the management team and forming letters advising the shareholder of additional information needed to complete certain requests. You will perform daily job duties and requirements within specified guidelines set forth by the supervisor and management teams, as well as the company and the rules, regulations, and guidelines of SEC (Securities and Exchange Commission), and STA (Securities Transfer Association).
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The associate completes all client, shareholder, and co-worker initiated correspondence items. This includes identifying the root cause that prompted the creation of each correspondence item and reporting on the solution to each case. Additionally, the representative will need to fully understand all operational processes that directly impact the shareholder experience. Correspondence items will be resolved by updating notes in Broadridge's internal system and by sending correspondence directly to the shareholder or initiating a call back through Broadridge's call center, as requested.
We are made up of high performing teams that meet in person to learn and collaborate as needed. This role is considered hybrid, which means you'll be assigned to a Broadridge office and given the flexibility to work from home.
Responsibilities:
- Researching items including transfer reject processing, status follow-up, lost certificate applications, corporate action follow-up, replacement check inquiries, and updating 1099s, W8s and W9s
- Finishes the client, shareholder, and co-worker initiated correspondence research items, including identifying the root cause that prompted the creation of each correspondence research item and reporting on the solution to each case
- Drafts free-hand responses to inquiries or possible critical issues
- Makes recommendations for form and process improvements
- May perform other duties/responsibilities as needed or assigned
- This job must be performed with respect for client privacy, accuracy, speed, and dependability
- Very detail oriented, ability to multi-task, and excellent time management and follow-up skills, along with strong organizational skills
- Solid writing skills (and willingness to submit a sample)
- Ability to think critically and interpret requests received from co-workers, clients, and shareholders
- General typing and computer skills, with experience in Microsoft Word, Excel, Outlook, and Internet Explorer
- Ability to work with multiple persons or groups to build a common and satisfactory response to shareholder inquiries
Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Please visitwww.broadridgebenefits.comfor more information on our comprehensive benefit offerings.
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.
US applicants: Clickhereto view the EEOC "Know Your Rights" poster.
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.
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email toBRcareers@broadridge.com.