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Sr. Operations Analyst - JR1029430

Newark, NJ

Responsible for all phases of year-end reporting including 1099 and 1042s processing, Facilitate Monthly Trial Runs for output review by client and for performing research into client inquires to ensure proper processing. Responsible for the deliverables associated with all aspects of responding to and handling client inquiries

General Responsibilities
- Execution of daily processing on various systems to carry out client deliverables and execute review of data for correct year-end tax reporting.
- Build and maintain client relationships working together with CSM, product and Information technology.
- Work with clients to counsel them with regard to application usage, problem resolution and procedures

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- Assisting management in ensuring proper product delivery, proper partner concern and resolution of high exposure items as well as the implementation of policies, procedures and controls
- Periodic update and review meetings with Senior Management on business status, client satisfaction and client initiatives.

Day-to-day activities
- Process data transfer from client recordkeeping system to the Tax Reporting systems
- Client communication and problem solving as to data translations and achieving the desired results.
- Utilizing securities industry knowledge to identity and report on critical matters
- Interface with other Broadridge departments and client’s vendors
- Responsible for mid-range to high value clients

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.