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Account Service Representative (Hybrid - Flexible Options)

Broadridge
United Statesfull_timeVerifiedPosted 27 Feb 2024
💰 $36,000/yr($32,000/yr$36,000/yr)

About the role

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 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 remote.

Responsibilities:

  • You will be responsible for the daily processing of incoming requests received directly from the shareholder through multiple mediums including the call center, relationship manager requests received through the issuer, or direct shareholder correspondence that is received through the incoming mail.
  • You will be responsible for the thorough review of the incoming requests and processing of such requests as outlined by the SEC rules that regulate the processing of these items.
  • You will be  responsible for the determination of escalation needs on items to be processed.
  • You will be responsible for account maintenance activities in addition to sensitive financial related account updates.
  • You will require client facing activities including writing return letters and other correspondence items directly to the shareholder.
  • The associate will also be responsible for the processing of incoming projects received from various business partners when required.
  • Imaging/Document Management: Individuals hired for this segment of the business will be responsible for the daily processes in the imaging and document management (inbound/outbound) mail for BCIS. The processes in this area are highly regulated by the SEC and have various SLAs and turn round times based on the different documents received. Documents received are have highly sensitive personal information (PII), can contain significant monetary value in securities and checks.

Qualifications:

  • Understanding of the Transfer Agency business
  • Working knowledge of SEC regulations
  • Strong prioritization and organizational skills
  • BS degree a plus

Compensation Range: The salary range for this position is between $16/hr - $18/hr.


Bonus Eligibility: Bonus Eligible

Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings.

Compensation may vary outside of this range depending on a number of factors, including a candidate’s qualifications, skills, competencies and experience, and location. Base pay is one part of the Total Package that is provided to compensate and recognize employees for their work, and this role may be eligible for additional discretionary bonuses/incentives, and restricted stock units.

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Broadridge associates helped us envision our Connected Workplace - a work model that allows associates around the globe, dependent upon their role responsibilities, to take advantage of the benefits of both on-site and off-site work to support our clients, one another, and the communities where we live and work. Our Connected Workplace is grounded in the concept of FACS: Flexible, Accountable, Connected, and Supported, which is our commitment to our associates. FACS supports our strong culture and allows us to achieve business goals while supporting meaningful work-life integration for our associates.

We are dedicated to fostering a diverse, equitable, and inclusive environment and committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates can only 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 diversity in all its dimensions.

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. US applicants: Click 

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Broadridge

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