Full-Time

Operations Associate

Broadridge

Broadridge

10,001+ employees

Fintech infrastructure for investor communications

Compensation Overview

$23 - $25/hr

+ Bonus

Newark, NJ, USA

Hybrid

The role requires a hybrid schedule with in-person and remote work.

Category
Customer Experience & Support (1)
Required Skills
Microsoft Office
Product Management
Salesforce
Customer Service

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Requirements
  • The candidate must have 0-3 years of relevant experience.
  • The candidate must be able to manage time effectively and clearly prioritize tasks.
  • The candidate must be a self-starter with experience utilizing Microsoft Office tools.
  • The candidate must be able to stay calm and logically work through problems and issues, often under tight deadlines.
  • The candidate must be customer-service-oriented and able to handle multiple tasks at a time.
Responsibilities
  • Provide phone support to high-profile financial advisors and their support staff regarding alternative investment transactions, including subscriptions, transfers, redemptions, and document revisions or amendments.
  • Field and document 30-50 phone calls per day on the Morgan Stanley Service Network using the Genesys phone routing system.
  • Maintain detailed call log documentation using Salesforce CRM software.
  • Partner with teams within the Morgan Stanley Client Solutions and Investment Solutions organizations, including Reg D, Transactional Processing, Product Management, Product Development, and Platform Solutions, to process requests.
  • Engage in ad hoc projects supporting various Alternative Investment Operations teams.
  • Provide service to financial advisors and their support staff.
  • Participate in continuous educational training sessions to maintain knowledge of alternative investment products and systems.
  • Follow professional telephone etiquette on all calls and handle interactions professionally to maintain caller satisfaction.
  • Ensure high service quality during inbound and outbound calls.
  • Adhere to required schedule adjustments throughout the day.
  • Work efficiently and effectively in a hybrid environment involving in-person and remote work.

Broadridge provides essential financial services infrastructure that powers the global markets by handling high-volume communications, proxy voting, investor communications, and trade processing for public companies, investors, and financial institutions. Its platforms deliver secure, regulated software and services that automate and manage complex financial workflows in wealth management, data services, and trading. It stands apart as an independent company with roots in ADP and a broad, end-to-end suite of capabilities—from governance and communications to trading support and data—that has grown through acquisitions. The company’s goal is to be the backbone of financial services, enabling governance, trading, asset management, and investor communications at scale, while expanding into data, digital assets, and AI-enabled solutions.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1962

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Simplify Jobs

Simplify's Take

What believers are saying

  • Fiscal 2026 recurring revenue rose 8% to $4.88 billion, with 98% retention.
  • Closed sales hit $305 million and backlog reached $470 million, supporting 2027 visibility.
  • Management expects $25 million of AI savings in fiscal 2027, boosting margins and cash flow.

What critics are saying

  • SS&C, FIS, and Addepar keep attacking wealth and back-office workflows, pressuring pricing.
  • Insider selling in June 2026, including Hope Jarkowski, signals management’s near-term caution.
  • Tokenization hype can stall; if DLR adoption slows, DLX becomes an expensive distraction.

What makes Broadridge unique

  • Broadridge controls proxy voting infrastructure and shareholder communications across global markets, hard to replace.
  • Its DLR network processed $351 billion daily in August 2026, proving real institutional scale.
  • DLX launched September 9, 2026, linking tokenized and traditional markets under one operating layer.

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Benefits

Remote Work Options

Hybrid Work Options

Flexible Work Hours

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Yahoo Finance
Sep 11th, 2026
Broadridge stock rises 16% in three months on 8% revenue growth and AI productivity gains

Broadridge Financial Solutions' stock has gained 16.1% over the past three months, outpacing the S&P 500's 1.9% return. The company's recurring revenue model provides strong visibility, supported by 98% client retention and a $470 million backlog representing roughly 10% of fiscal 2026 recurring revenues. Fiscal 2026 recurring revenues rose 8% on a constant-currency basis to $4.88 billion, including 6% organic growth. Operating margin expanded 50 basis points to 24.6% in the fourth quarter. Management projects $25 million in AI-driven productivity savings for fiscal 2027 and expects adjusted operating margin to expand to about 21% from 20.5%. Broadridge generated $1.35 billion in operating cash flow in fiscal 2026 and returned over $1 billion to shareholders through dividends and share repurchases.

Broadridge
Sep 9th, 2026
Broadridge launches DLX, an always-on digital asset infrastructure platform for Tokenized Markets.

Broadridge launches DLX, an always-on digital asset infrastructure platform for Tokenized Markets. DLX is the operating system for tokenized finance, combining multi-chain enablement, a programmable smart contract composer, 24/7 transaction capabilities, integrated distribution, and institutional-grade workflow orchestration across traditional and on-chain markets NEW YORK - September 9, 2026 - Broadridge (NYSE: BR) today announced the launch of DLX, a fully integrated, end-to-end tokenization and digital asset infrastructure platform that enables financial institutions to operate across tokenized and traditional markets through a connected operating layer for on-chain and off-chain activity. Launching with capabilities to connect to the DTCC Tokenization Service via Canton and other networks, with broader use cases to be announced in due course. "Tokenization is increasingly becoming the foundation of more programmable, connected and always-on financial markets," said Horacio Barakat, Global Head of Digital Innovation. "DLX gives market participants an accelerated pathway to operating on chain without sacrificing the controls, connectivity, and operating models they rely on today." Building on Broadridge's established Distributed Ledger Repo (DLR) capability for collateral mobility and securities financing, which processes more than $350 billion in daily activity across thousands of transactions, DLX extends Broadridge's tokenization infrastructure into a broader, multi-asset platform for issuance, trading, settlement, servicing, custody, governance, and distribution. By connecting tokenized workflows and a growing partner network with established market systems, DLX helps firms reduce the complexity of operating on chain, supporting asset classes including bonds, equities, funds, private markets, and money market instruments within a single, consistent framework for tokenization, governance, and operations. Market Infrastructure for Tokenized Markets DLX supports the full lifecycle of tokenized assets through a modular, multi-chain architecture enabling participants to issue and distribute their own tokens and participate in markets for tokens issued by others. * Issuers can mint, issue, service, transact in, and distribute tokenized financial instruments. * Banks and broker dealers can connect issuance, trading, transaction orchestration, settlement, servicing, custody, and market infrastructure workflows. * Asset managers can tokenize and issue funds and investment products on-chain, automate lifecycle processes, and connect with institutional, intermediary, and wealth management distribution channels. * Institutional investors can access and transact in eligible tokenized products, including tokenized funds, equities, fixed income instruments, and other financial assets. * Wealth management firms can integrate access to eligible tokenized products and on-chain market capabilities into existing advisory, platform, and client service models. By connecting issuers, investors, intermediaries, asset managers, and wealth distribution channels through a common platform, DLX is designed to reduce fragmentation across the tokenized asset lifecycle and expand access to new distribution models. Institutional Orchestration Across On-chain and Traditional Markets At the center of DLX is an institutional orchestration layer that brings together tokenization, smart contract services, trading and execution workflows, settlement, books and records, custody, wallet infrastructure, and connectivity across digital asset markets, payment rails, compliance providers, custodians, and distribution channels. This allows firms to integrate tokenized asset activity into existing operating models without having to manage the complexity of fragmented on-chain infrastructure themselves. DLX supports self-custody, third-party custody, and hybrid custody models, enabling clients to determine how assets are held and administered based on their business strategy, risk framework, and regulatory requirements. Built on a Proven Foundation DLX builds on Broadridge's experience operating DLR at institutional scale. As Broadridge's proven at-scale capability for collateral mobility and securities financing, DLR demonstrates how distributed ledger technology can support high-value institutional market activity in production. DLX extends that proven foundation beyond a single market use case into a broader modular platform for tokenization, trading, settlement, servicing, governance, custody, and distribution. About Broadridge's Tokenization Solutions Broadridge enables on-chain proxy voting and governance, digital asset infrastructure including post trade, wallets and custody, and the scaling of digital asset capabilities across multiple asset classes. Broadridge's governance platform serves all models of tokenized securities, including issuer-listed models, synthetic securities issued outside the United States, and third-party tokenized shares within the United States, helping ensure investors receive the same rights and protections regardless of how assets are structured or owned. DLX is Broadridge's tokenization platform, designed to help financial institutions operate across the lifecycle of tokenized securities. It brings together solutions spanning issuance, trading, financing, settlement and servicing, including its Distributed Ledger Repo (DLR) solution, the world's largest institutional platform for settling tokenized real assets, tokenizing over $351 billion a day. DLR supports repo transactions, intraday repo activity, collateral movements, settlement and servicing needs through established scale, critical market knowledge and technology designed for real-world market operations. As tokenization gains momentum across financial services, Broadridge is abstracting away the complexity and enabling a unified experience across traditional and digital assets. About Broadridge Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. Broadridge Financial Solutions, Inc. power investing, governance, and communications for its clients - driving operational resiliency, elevating business performance, and transforming investor experiences. Its technology and operations platforms process and generate over 8 billion communications annually and underpin the daily average trading of over $18 trillion in tokenized and traditional securities globally. A certified Great Place to Work(R), Broadridge is part of the S&P 500(R) Index, employing approximately 16,000 associates in 28 countries.

Financial IT
Sep 2nd, 2026
Broadridge brings G7 securities to institutional tokenized repo.

Broadridge brings G7 securities to institutional tokenized repo. * Infrastructure * 02.09.2026 09:28 am Broadridge Financial Solutions, Inc., a global Fintech leader, today announced the global expansion of its Distributed Ledger Repo (DLR) solution, bringing G7 securities into its network and providing market participants an institutional scale solution to execute international cross-border repo transactions, intraday repo activity, and collateral movements through atomic settlement. "Tokenized financing and collateral markets are not a future-state concept. Through DLR, they are proven market infrastructure operating at scale today." said Horacio Barakat, Global Head of Digital Innovation. "DLR is already helping institutions move collateral more efficiently, executing repos, and managing intraday liquidity. Bringing G7 securities into the network expands that value globally, giving the street a practical path to stronger liquidity, better capital efficiency, and lower operational friction." DLR is already delivering measurable value to the market at an institutional scale. In August 2026, DLR processed an average of $351 billion in daily repo transactions, totaling $7.4 trillion for the month, with thousands of transactions running through the network daily. DLR currently supports tokenized U.S. Treasury collateral for repo, intraday repo transactions and collateral pledges. Adding G7 securities broadens the range of eligible collateral firms can mobilize, supporting more effective financing activity across global markets. As a live solution embedded within existing trading and post-trade workflows, DLR enables the synchronized movement of tokenized securities and cash. This atomic settlement capability reduces settlement risk and operational friction while helping firms optimize funding flexibility, the use of high-quality collateral, and liquidity and capital management. The inclusion of G7 securities marks a major step forward for tokenizing global markets. Now, DLR enables market participants to execute cross-border repo and collateral movements, synchronizing the movement of tokenized securities and cash in a single, coordinated transaction and allowing market participants to access liquidity and finance eligible securities across markets, currencies and jurisdictions. The result is a stronger solution for processing repo, intraday repo and collateral activity: faster and more certain settlement, improved visibility into collateral positions, reduced operational burden and greater flexibility to deploy financial resources where they are needed. As DLR's network expands, participants can access increased collateral utility and liquidity across markets while maintaining institutional-grade governance and operational controls. DLR market activity is also increasingly visible. Aggregated DLR market data, including repo par value, turnover and trade count, is available to Bloomberg Terminal subscribers through Broadridge's collaboration with Kaiko. The data provides subscribers with greater transparency into institutional on-chain repo activity alongside established fixed-income market data. DLR Supports Collateral Mobility Across Global Markets: * An institutional-grade network for cross-border repo, intraday repo and collateral activity * Atomic settlement that synchronizes securities delivery and payment * More efficient intraday liquidity and funding management * Expanded collateral utility through the movement of G7 securities across the network * Greater flexibility to optimize liquidity, funding, collateral and capital * Reduced operational complexity, manual processing and settlement risk in traditional cross-border workflows * Tokenized capabilities delivered through familiar institutional trading and post-trade processes

LeapRate
Sep 2nd, 2026
Broadridge expands tokenized repo network to include G7 securities.

Broadridge expands tokenized repo network to include G7 securities. September 2, Broadridge Financial Solutions, Inc. (NYSE: BR) has announced a global expansion of its Distributed Ledger Repo (DLR) solution, adding G7 securities to a network that already supports institutional-scale tokenized financing and collateral activity. The move is designed to give market participants a way to execute cross-border repo transactions, intraday repo activity, and collateral movements through atomic settlement. Horacio Barakat, Broadridge's Global Head of Digital Innovation, said tokenized financing and collateral markets are "not a future-state concept," noting that DLR is already operating as proven market infrastructure at scale. He said extending the network to G7 securities would give the market a more practical route to stronger liquidity, improved capital efficiency, and reduced operational friction. According to Broadridge, DLR processed an average of $351 billion in daily repo transactions in August 2026, totaling $7.4 trillion for the month, with thousands of transactions passing through the network each day. The platform currently supports tokenized U.S. Treasury collateral for repo, intraday repo transactions, and collateral pledges. The addition of G7 securities is intended to widen the pool of eligible collateral available to firms for financing activity across international markets. Built into existing trading and post-trade workflows, DLR allows the coordinated movement of tokenized securities and cash, aiming to lower settlement risk and administrative burden. Broadridge also noted that aggregated DLR market data is available to Bloomberg Terminal subscribers through its collaboration with Kaiko, offering added visibility into on-chain repo activity.

Business Insider
Aug 30th, 2026
Broadridge Financial Solutions (BR): new Buy recommendation for this Technology giant.

Broadridge Financial Solutions (BR): new Buy recommendation for this Technology giant. Aug. 30, 2026, 07:47 PM RBC Capital analyst Daniel Perlin maintained a Buy rating on Broadridge Financial Solutions on August 28 and set a price target of $226.00. The company's shares closed last Friday at $183.64. Perlin covers the Technology sector, focusing on stocks such as Broadridge Financial Solutions, Jack Henry & Associates, and NCR Voyix. According to TipRanks, Perlin has an average return of -6.9% and a 41.54% success rate on recommended stocks. Broadridge Financial Solutions has an analyst consensus of Moderate Buy, with a price target consensus of $202.83. Based on Broadridge Financial Solutions' latest earnings release for the quarter ending June 30, the company reported a quarterly revenue of $2.22 billion and a net profit of $398 million. In comparison, last year the company earned a revenue of $2.07 billion and had a net profit of $374.2 million Based on the recent corporate insider activity of 75 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of BR in relation to earlier this year. Most recently, in June 2026, Hope M. Jarkowski, the CLO of BR sold 1,966.00 shares for a total of $304,710.34. Read More on BR: