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.
The Fiduciary Services Specialist develops, implements and evaluates processes ensuring business goals and cost requirements are met. Monitors, assesses and ensures high levels of productivity and delivery to achieve planned ROI. Works with software and internet applications including performance issues, maintenance, system resources, and service and support internet sites. Join our dynamic team at Broadridge and contribute to our mission of delivering high-quality fiduciary reports to our clients. If you possess the necessary skills and experience and are ready to take on this exciting opportunity, we encourage you to apply.
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 from home.
General Responsibilities:
Conduct specialized analysis of funds/ETFs for corporate and institutional clients.
Perform due diligence, statistical analysis, and documentation to meet client needs.
Implement and articulate Broadridge’s methodology to internal and external stakeholders.
Serve as the primary liaison between Broadridge and clients during contract renewal process and manage ad hoc requests.
Lead all phases of production and packaging of materials.
Act as the primary contact for all internal and external inquiries related to client projects.
Conduct quality control checks on completed projects, as necessary.
Perform other duties as assigned.
Key Competencies:
Ability to manage multiple projects with flexibility.
Exceptional written and oral communication skills.
Ability to thrive in a fast-paced environment with strict deadlines.
Strong team player with willingness to collaborate.
Proficiency in Excel, Word, InDesign, PowerPoint, and Acrobat preferred.
Statistical proficiency.
Detail-oriented with strong critical thinking and problem-solving abilities.
Excellent organizational skills.
Ability to establish and maintain strong relationships internally and with clients.
Presentation skills are advantageous.
Key Qualifications and Experience Required:
Bachelor's degree required.
Previous experience in the mutual fund or finance industry, or data analysis preferred.
Demonstrated success in project management.
Excellent written and verbal communication skills.
Ability to synthesize information from various sources.
Proficiency in Excel, Word, InDesign, PowerPoint, and Acrobat preferred.
Salary range $60,000.00 - $75,000.00 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
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 here to view the "EEO is the Law" 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 BRcareers@broadridge.com.
