Top 131 Broadridge Services Jobs

Asset Management Associate (Hybrid)
NFP Corp —New York, NY
- $72,000 - $80,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Organizational skills
- Health savings account
- Paid holidays
Quick Apply
Paralegal - LegalOps
Groupon —Chicago, IL
- $72,097 - $133,894 a year
- Evening shift
- Google Workspace
- Salesforce
- Mid-level
Quick Apply
Capital Markets Client Service Associate - 3rd Shift (Remote)
Broadridge —New York, NY
- $90,000 - $100,000 a year
- Overnight shift
- Remote
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid sick time
Manager, Call Center
Broadridge —Edgewood, NY
- $90,000 - $100,000 a year
- Email
- Senior level
Senior Client Services Associate
Broadridge —Phoenix, AZ
- $75,000 - $90,000 a year
- Email
- Hybrid work
- Research
- Mid-level
- Office
- Paid sick time
Client Relationship Associate
Broadridge —Kansas City, MO
- $60,000 - $65,000 a year
- Email
- Microsoft Excel
- Microsoft Outlook
- Administrative experience
Senior Data Engineer
The Motley Fool —Washington, DC
- $90 - $115 a day
- Remote
- System design
- SQL
- Senior level
Listed Clearing Specialist
Talan —New York, NY
- $90,000 - $125,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Commuter assistance
- Paid holidays
Quick Apply
Mutual Fund Services - Trust Operations Specialist Level 4 or 5
Union Bank and Trust —Minneapolis, MN
- $28.80 - $30.42 an hour
- Full-time
- Writing skills
- Research
- Mid-level
Quick Apply
3d
Dividend Operations Associate
Broadridge —Edgewood, NY
- $26 - $32 an hour
- Email
- Office
- Analysis skills
- Continuous improvement
Securities Lending Associate
Broadridge —Newark, NJ
- $28 - $34 an hour
- Email
- Microsoft Outlook
- Office
- Continuous improvement
Summer Legal Consultant
Broadridge —New York, NY
- $32 - $35 an hour
- Email
- Writing skills
- Communication skills
- Entry level
Transfer Agency Operations Associate
Broadridge —Edgewood, NY
- $25 - $27 an hour
- Email
- Microsoft Outlook
- Writing skills
- Office
Compliance Analyst (Hybrid- Newark, NJ)
Broadridge —Newark, NJ
- $100,000 - $110,000 a year
- Email
- Mid-level
- 3 years
- Organizational skills
- Paid sick time
Associate HR Compliance Specialist (Hybrid)
Broadridge —Edgewood, NY
- $22 - $24 an hour
- Email
- Microsoft Excel
- Office
- Analysis skills
Senior Associate Settlements (Hybrid - Newark, NJ or Edgewood, NY)
Broadridge —Newark, NJ
- $43 - $45 an hour
- Email
- Mid-level
- Bachelor's degree
- Data entry
- Paid sick time
Senior AWS Software Developer
Nfinity LLC —Philadelphia, PA
- Contract
- Computer Science
- Java
- Mentoring
Quick Apply
Client Service Specialist-Print/Procurement (Hybrid)
Broadridge —Kansas City, MO
- Email
- Mid-level
- Office
- Continuous improvement
Cash Management and Margin Associate
AllianceBernstein —Nashville, TN
- Full-time
- Mid-level
- Office
- Analysis skills
- On-the-job training
Transfer Agency Team Lead Associate (Hybrid)
Broadridge —Edgewood, NY
- $65,000 - $75,000 a year
- Email
- Microsoft Outlook
- Writing skills
- Mid-level

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Asset Management Associate (Hybrid)

NFP Corp -
New York, NY

Quick Apply

Job Details

Full-time
$72,000 - $80,000 a year

Benefits

Health savings account
Paid holidays
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Employee discount

Qualifications

Vendor relationship building
Financial sales
Process improvement
Organizational skills
Account management experience
Marketing

Full Job Description

Who We Are:

Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP, an Aon company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique.

Summary of the Role: The Asset Management Associate (AMA) role serves as the primary point of operational execution and success for the Lenox Asset Management department. Based on a team approach, AMAs’ daily duties include liaising with a variety of internal and external parties, and must maintain the highest level of organization and communication skills. Lenox Relationship Managers (Financial Advisors), Lenox Asset Management’s Sales Team (Asset Managers), and end-clients all rely on the AMA role to assist with new and existing business across managed portfolios, fixed annuities and variable annuities.

Essential Duties and Responsabilities:

Assist new clients through the new relationship onboarding process. Understand what paperwork is needed for every new account by investment and account type when a new account request is made. Communicate with clients, Relationship Managers, Asset Managers, Vendors, and MMLISI (broker-dealer) during the new account onboarding process.
Acts as liaison between Asset Managers and other business partners and subsidiaries to ensure that high quality and comprehensive client service is provided to our clients in accordance with defined parameters. Client service includes client calls, transaction processing and the accurate recording in our proprietary CRM (Mosaic), inquiry response/research and account maintenance.
Be able to quickly identify complex requests regarding investment accounts, contributions and distributions, policies and procedures, and promptly escalate to Lenox Asset Management Leadership when necessary.
Manage all additional deposits and withdrawals from clients’ existing accounts through submission, tracking, and communicating with Clients, Relationship Managers, Asset Managers, and Vendors. Inclusive of expediting all wire transfers, distributions, withdrawals, ACAT’s, portfolio rebalancing, and redemption requests.
Generate client proposals with the direction of Relationship Managers and/or Asset Managers.
Foster a developing understanding of the various investment programs available through Lenox Asset Management and provide assistance in regularly updating internal marketing platforms (Lenox Intranet) with timely marketing materials.
Directly support VP, Operations Manager in the completion of special projects as required.
Develop relationships with Lenox vendors in order to facilitate the maintenance of clients’ accounts.
Serve as an operational resource to Relationship Managers directly conducting Asset Management business without the assisted involvement of an Asset Manager.
Become proficient in evolving broker-dealer technology as pertains to new account onboarding and reporting. AMAs are accountable for maintaining best-of-breed knowledge on system functionality within various technology platforms. Current responsibilities include Lenox’s proprietary CRM (Mosaic), A360, ProGen, WealthScape, Envestnet, Tamarac, RightBridge, Broadridge and DST Vision.
Become proficient in evolving custodian technology inclusive of Charles Schwab, Fidelity, National Financial Services (NFS), and more.

Knowledge, Skills, and/or Experience:

Solid understanding of equity and bond markets, trusts, and laws pertaining to security transfers.
MOSAIC: Basic skills such as tasking and arrays. More advanced skills such as Net Flow Reporting and Managing the event process.
Maintaining positive working relationships with client’s and Relationship Managers
Learns systems & job procedures quickly and creates a way to organize workload efficiently and effectively handle job responsibilities.
Anticipates possible problems and develops contingency plans in advance and quickly identifies the central or underlying issues in a complex situation.
Proactive; Self-Starter with the ability to think on their feet.
Views problems as opportunities to improve processes and make things better.
Has a strong sense of urgency about solving problems and getting work done and genuinely cares about delivering a positive service experience

Education and/or Experience:

1-3 years prior investment/client relationship/sales experience
Familiar with sophisticated investment solutions specifically designed for high net worth individuals and be proficient in the development of asset allocation strategies

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $72,000 – $80,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.

Pay: $72,000.00 - $80,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible spending account
Health insurance
Health savings account
Vision insurance

Work Location: Hybrid remote in New York, NY 10016

Quick Apply

Refine Your Search

Broadridge Services jobs

Asset Management Associate (Hybrid)

Paralegal - LegalOps

Capital Markets Client Service Associate - 3rd Shift (Remote)

Manager, Call Center

Senior Client Services Associate

Client Relationship Associate

Senior Data Engineer

Listed Clearing Specialist

Mutual Fund Services - Trust Operations Specialist Level 4 or 5

Dividend Operations Associate

Securities Lending Associate

Summer Legal Consultant

Transfer Agency Operations Associate

Compliance Analyst (Hybrid- Newark, NJ)

Associate HR Compliance Specialist (Hybrid)

Senior Associate Settlements (Hybrid - Newark, NJ or Edgewood, NY)

Senior AWS Software Developer

Client Service Specialist-Print/Procurement (Hybrid)

Cash Management and Margin Associate

Transfer Agency Team Lead Associate (Hybrid)

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