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Operations Specialist - JR1029024

Pittsburgh, PA

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.

Position Summary: Responsible for maintaining seamless operations that benefit our customers and keep our products running smoothly.

Position Duties:
- Data Integrations
1. Coordinate, distribute and monitor firm-level approval letters across our integration providers.
2. Assist with the establishment, maintenance and advisor mapping associated with integration providers.

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3. Serve as primary support for any production environment integration issues including working directly with development/QA staff and integration provider POCs when necessary.
4. Monitor ongoing integration provider feeds (especially at month end) and resolve any missing or incorrect feeds working with the provider and/or our development/QA team.
5. Maintain ongoing relationships with enterprise Business Intelligence clients from a support and data reconciliation perspective.
6. Execute plan holding updates in FiRM for enterprise clients who utilize our data agg services.
- Investment data
1. Distribute Fiduciary Score data license files while serving as POC for any client questions on them.
2. Maintain recordkeeper fund availability lists in FiRM and Toolkit.
3. Assist with Stable Value data collection from providers.
4. Assist with Morningstar data loads and ongoing questions from client support.
5. Assist with enterprise client custom data loads and processes.
- Product training
1. Assist in the creation of product release notes.
2. Build and maintain product help articles and videos.

Position Qualifications:
- You have 1+ years of experience in an operational, support or sales role.
- You have a strong working knowledge of Excel, Word, PowerPoint

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

Hear directly from employees about what it is like to work at Broadridge.