Denver, CO, 80238, USA
11 days ago
Fiduciary Services Specialist (Hybrid)
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre 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 youll be assigned to a Broadridge officeandgiven 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 Broadridges 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 companyand ultimately a communitythat 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: Clickhere (https://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm) 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 . 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 (https://www.broadridge.com/about/sustainability/) . Our unique culture is guided by the Service-Profit Chainthe 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. Hear from our associates how Broadridge has maintained its culture since the shift to a remote and hybrid working model. LinkedIn (https://www.linkedin.com/company/broadridge-financial-solutions/mycompany/) Facebook Instagram (https://www.instagram.com/accounts/login/?next=/broadridgecareers/) Twitter YouTube (https://www.youtube.com/channel/UCtvrrt99KXBkMsFd7xgpoig) Glassdoor The Muse (https://www.themuse.com/profiles/broadridge) Broadridge is committed to creating an engaging workplace for the most talented associates in our industry. On and off-site working provides flexibility by balancing the needs of our clients, teams, and associates. Our Connected Workplace is grounded in the following concepts: Flexible, Accountable, Connected, and Supported. This approach allows us to achieve business goals while supporting meaningful work-life integration for our associates. Broadridges high-performance teams thrive in a culture based on trust and mutual respect that emphasizes outcomesrather than how, when, and where work is done. We are dedicated to fostering a diverse, equitable, inclusive, and healthy environment. 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. Our goal is to ensure our associates at every level of the organization represent the diversity of the clients we serve and the communities in which we work. We pursue both top-down and bottom-up approaches to advancing diversity, equity, and inclusion initiatives and values into our culture. This is reflected in the varying backgrounds of our over 14,000 associates working in 21 countries around the globe. Learn about our DEI Program here (https://www.broadridge.com/about/diversity-equity-inclusion) . We believe that our associates are among our most important assets. 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 Connected Workplace where associates may be working on-site, off-site, or using a hybrid 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.
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