Full-Time

Trade Support Analyst

Confirmed live in the last 24 hours

Broadridge

Broadridge

10,001+ employees

Technology solutions for financial services industry

No salary listed

Entry, Junior

Houston, TX, USA

Hybrid role with flexibility to work remotely 2-3 days a week.

Category
Customer Experience & Support
Customer Support
Requirements
  • 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
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.
Desired Qualifications
  • Experience with Salesforce, Jira, and Confluence is a plus

Broadridge Financial Solutions provides technology-driven services for the financial services industry, focusing on processing and managing large volumes of financial transactions. They offer a range of services including data management, analytics, and client communications, which help financial firms track investments and comply with regulations. Broadridge stands out by providing visibility into a significant portion of ETF and mutual fund assets and supporting over 5,000 brands in enhancing customer engagement. The company's goal is to be a key partner for financial institutions, equipping them with the tools and insights needed for effective investment management.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1962

Simplify Jobs

Simplify's Take

What believers are saying

  • Partnership with Fnality enhances blockchain-based payment capabilities for secure transactions.
  • Expansion in the Nordic region indicates a focus on European market growth.
  • Collaboration with OneDigital positions Broadridge in the growing retirement planning market.

What critics are saying

  • Emerging fintech startups may erode Broadridge's market share with innovative solutions.
  • Rapid blockchain adoption could disrupt Broadridge's traditional transaction processing services.
  • Increased regulatory scrutiny on data privacy may lead to higher compliance costs.

What makes Broadridge unique

  • Broadridge processes over $10 trillion in daily trading volume, ensuring market efficiency.
  • They provide visibility into 95% of ETF and 90% of mutual fund assets.
  • Broadridge's Investor Pulse tool offers insights into U.S. retail investor behavior.

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Benefits

Remote Work Options

Hybrid Work Options

Flexible Work Hours

Company News

FF News
May 18th, 2025
Booking.Com Advances Corporate Payments With Broadridge'S Service For Swift Score+, Enabling Real-Time Tracking And Efficiency

Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, today announced the successful live implementation of Swift SCORE+ services for Booking.com, achieving a milestone in advancing corporate payment connectivity, transparency, and efficiency. The Broadridge services operate through its established infrastructure that includes frictionless Swift API connectivity and end-to-end transaction lifecycle management.SCORE+ is an evolution of Swift’s Standardised Corporate Environment (SCORE), providing corporate institutions with a single Swift network connection for all banking partners. By leveraging richer data coming from the ISO 20022 standards and real-time tracking, SCORE+ provides multinational corporates like Booking.com with enhanced payment visibility, regulatory compliance, and streamlined financial operations.“SCORE+ marks the most significant evolution for corporates since Swift first opened the doors to the corporate world in the early 2000s for payments and reporting between corporates and their banks. It allows corporates like Booking.com to track their significant transaction volume in real time and enhance payment efficiency across its global banking network, all while ensuring compliance with the latest regulatory standards,” said Kai Marzenell, Director, Swift Product Management at Broadridge. “We’re very proud to be enabling the innovation that is helping corporates modernize their payment infrastructure and drive efficiency and simplification in their operations.”Corporates managing multiple banking relationships are facing fragmented payment processes such as logging into various bank portals, dealing with inconsistent formats, and navigating limited transaction visibility

Digital Terminal
May 6th, 2025
Broadridge Signs MoU with LPU to Equip Students with Future-Ready Tech Skills

As part of the initiative, Broadridge has introduced a structured Train the Trainer program, where its SMEs mentor LPU faculty to ensure effective knowledge transfer.

Traders Magazine
Apr 28th, 2025
ON THE MOVE: Vijay Albuquerque Joins CME Group; Liquidnet Promotes Chris Jackson

Broadridge Financial Solutions has appointed Ian Williams as Vice President, Product Management, and Anand Chintala as Senior Director, Product Management, both within Broadridge Trading and Connectivity Solutions.

401k Specialist Magazine
Apr 24th, 2025
OneDigital, Broadridge Partner on Enhanced Retirement Data Solutions

OneDigital Financial Services has selected Broadridge Financial Solutions, Inc. to enhance advisor efficiency and support its expanding retirement business.

Mondo Visione
Apr 23rd, 2025
Broadridge Expands Nordic Team To Help Clients Navigate Market Change And Drive Growth - Broadridge Deepens Regional Presence With Experienced Strategic Hires

Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, today announced the expansion of its Nordic team with the appointments of Axel Josephson and Albin Andersson as Sales Directors, further solidifying the company's commitment to investment and client service in the region.