Broadridge

Operations Associate

Broadridge

full-time

Posted on:

Location Type: Hybrid

Location: Denver • Colorado • 🇺🇸 United States

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Salary

💰 $55,000 - $75,000 per year

Job Level

JuniorMid-Level

About the role

  • Drive efficiency and accuracy across key business processes
  • Manage mutual fund and ETF transfers
  • Reconcile accounts and resolve discrepancies
  • Partner with clients and fund families to ensure timely, high-quality results.

Requirements

  • Successfully process outgoing transfers in kind for mutual funds and ETFs
  • Handle rejected transfers with mutual funds and ETFs and monitor pending transfers
  • Reconcile and research discrepancies between mutual fund and our records
  • Work with customers and fund families to resolve any transfers that were processed incorrectly
  • Maintain account updates at mutual funds on behalf of our clients
  • Provide communication between the fund families and our customers when additional research and action is needed
  • Work accurately within tight daily deadlines.
Benefits
  • Bonus Eligible
  • All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
account reconciliationtransfer processingdiscrepancy resolutionmutual fundsETFsaccount managementresearch skills
Soft skills
communicationclient partnershipattention to detailtime managementproblem-solving
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