Trade Support Analyst

Posted 2 Days Ago
Be an Early Applicant
Houston, TX
Junior
Fintech • Financial Services
The Role
The Trade Support Analyst will provide technical trade support, manage client inquiries, and facilitate issue resolution for portfolio management software.
Summary Generated by Built In

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.

Are you seeking a position within a growing company? Broadridge is hiring! Our mission is to attract, develop and retain outstanding 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 build customer value.  We’re seeking a Support Analyst to join our Portfolio Management and Loan Management Client Service team.  You will have the opportunity to work with Broadridge’s innovative products and top tier clients

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 our Houston, TX office and given the flexibility to work remotely 2-3 days a week.

Responsibilities:

  • Provide technical trade and application support for portfolio management and loan management inquiries for clients in our cloud-based proprietary software.

  • Research front-to-back office issues and questions pertaining to trade entries, order management, portfolio performance, reporting, compliance, data feeds, and reconciliations with the appropriate level of urgency and communication.

  • Ensure an excellent client experience by providing proactive, timely, and effective communication regarding the impact, status, and next steps of the issues reported.

  • Act as a liaison between the client and internal departments in facilitating issue resolution and/or software delivery.

  • Prioritize multiple client inquiries with different SLAs in a fast-paced environment.

  • Manage client production upgrades by interacting with QA, development, the client, and assist with user acceptance testing before upgrading the Production environment.

  • Escalate issues internally with the appropriate level of urgency to meet client deadlines.

Qualifications:

  • 1+ years of professional work or Internship experience in a trade support or Loan Management type role preferred

  • BS or Master’s degree in Accounting, Finance, or related field

  • Excellent written and verbal communication skills

  • Proficiency in Microsoft Office Suite and the ability to work in a collaborative environment

  • Experience with Salesforce, Jira, and Confluence is a plus

Bonus Eligibility: Bonus Eligible

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

#LI-EP1

#LI-Hybrid

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.

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 here to view the EEOC "Know Your Rights" poster.

If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to [email protected].

Top Skills

Confluence
JIRA
Microsoft Office Suite
Salesforce
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The Company
HQ: New Hyde Park, NY
14,000 Employees
Hybrid Workplace
Year Founded: 2007

What We Do

Broadridge Financial Solutions, Inc. (NYSE: BR), is a global fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference. Our unique culture is guided by the Service-Profit Chain—the idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.

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