Operations Specialist jobs in United States
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Broadridge · 20 hours ago

Operations Specialist

positionPhoenix, AZ
timeFull-time
remoteOnsite
seniorityEntry Level
money$65K/yr - $75K/yr
date2+ years exp

Broadridge is a company dedicated to empowering others to accomplish more. They are seeking an Operations Specialist to coordinate and assist customers with file transmissions and trade issues, responsible for trading and trade risk analysis.

BankingCrowdfundingEnterprise SoftwareFinanceFinancial ServicesInformation TechnologyOutsourcingSoftwareVenture Capital
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H1B Sponsor Likelynote

Responsibilities

You will research and resolve trade reject errors
You will review and approve DCC&S trade files
Build successful relationships with mutual fund companies and various trading partners
Resubmit rejected trades for management to approve
You will work closely with outside branch to load and process incoming trade files
Review overdraft report and submit documentation as needed to the Trust Company
You will confirm NSCC incoming pricing and facilitate exceptions or manual pricing
You will engage with IT Support when needed for file support

Qualification

Customer service skillsAttention to detailMicrosoft Office SuiteTime managementMulti-taskingPositive relationship maintenanceAdaptability

Required

Bachelor's degree or 2+ years equivalent experience
Strong social and customer service skills and attention to detail
Proficiency in Microsoft Office Suite
Ability work in a harmonious environment and adapt to changing circumstances
Ability to multi-task, excellent time management and follow-up skills
Ability to maintain a positive relationship with clients

Benefits

Bonus Eligible

Company

Broadridge

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Broadridge is a provider of investor communications and technology solutions for broker dealers, banks, mutual funds and corporate issuers.
dateFounded in 1962
location
New York, New York, USA
people-size10001+ employees
web-link
http://www.broadridge.com

H1B Sponsorship

Broadridge has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (109)
2024 (124)
2023 (83)
2022 (141)
2021 (100)
2020 (73)

Funding

Current Stage
Public Company
Total Funding
$3.05B
2023-08-17Post Ipo Debt· $1.3B
2021-05-17Post Ipo Debt· $1B
2019-12-10Post Ipo Debt· $750M

Leadership Team

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Timothy Gokey
Chief Executive Officer
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Tyler Derr
Chief Technology Officer
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Recent News

FF News | Fintech Finance
Broadridge Names Rostislav Kotov as Head of Strategy and Business Development for Bank Broker-Dealer Investor Communication Solutions
2025-12-03
PR Newswire
AI, Product Innovation, and Next-Generation Investors Set the Course for the Future of Asset and Wealth Management, MMI-Broadridge Survey Finds
2025-11-21
thefly.com
Broadridge announces strategic partnership with Xceptor
2025-11-19
Company data provided by crunchbase