About the Role
The primary purpose of this role is to support Sales and Support teams in resolving complex issues and operational tasks. This position serves as a key point of coordination between customers, internal teams, and external partners to support timely issue resolution and accurate reporting.
Responsibilities
- Provide responsive, courteous, and efficient customer service via telephone, email, and web inquiries.
- Utilize and maintain Customer Management Database software, while providing extensive follow-up to internal and external customers reporting issues.
- Undertake research, testing, data quality, and documentation projects, as appropriate.
- Serve as the primary liaison between customers and Data Quality/Product Development regarding product-related issues.
- Provide accurate reporting for events and ensure appropriate follow-up actions are completed.
- Provide support to clearing firm partners.
- Create and publish the Daily CEI.
- Collaborate across teams to prioritize critical issues, remove roadblocks where possible, and support timely resolution of customer and operational needs.
Requirements
- Demonstrated customer service experience with excellent customer service skills.
- Basic understanding of financial markets, network configurations, and software usage.
- Excellent oral and written communication skills.
- Ability to work accurately and quickly in a fast-paced environment.
- Advanced troubleshooting skills for hardware, network, software, and trading account management.
- Strong technical learning ability, including the ability to quickly learn new industry, company, product, and technical knowledge.
- Effective problem-solving, timely decision-making, and prioritization skills, including the ability to make sound decisions under pressure and with incomplete information.
- Technical certification or equivalent work experience.
Skills
- Customer service
- Financial markets
- Network configurations
- Software usage
- Oral communication
- Written communication
- Troubleshooting
- Technical learning
- Problem-solving
- Decision-making
- Prioritization
Location
- Hybrid
Work Type
- Hybrid
Education Level
- Technical certification or equivalent work experience
About the Company
- 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.
- 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.
- 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.
Equal Opportunity
- 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.
