Call Center Associate

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.

Broadridge is Hiring! We’re seeking a Call Center Associate to join our Shareholder Communications team! In this role, you will work closely with the Call Center Manager, Management, Client Services, Operations, and third-party call center vendors to support day-to-day call center operations, service delivery, and vendor-management reporting. We are looking for a detail-oriented professional who can research and resolve inquiries, track and follow up on action items, analyze operational information, manage multiple priorities, and meet deadlines. The ideal candidate is an effective communicator who works well both independently and as part of a fast-paced, collaborative team. If you are interested in supporting high-quality shareholder service and contributing to a growing, diverse organization, we encourage you to apply.

 Responsibilities:

Call Center Operations

• • Support the Call Center Manager in the daily oversight of call center operations and service delivery.
  • Monitor call center activity, service levels, quality results, operational KPIs, and trends; escalate issues and potential service risks promptly.
  • Assist with the resolution of internal and external inquiries, including shareholder, client, and call center matters.
  • Research, document, track, and follow through on inquiries, service requests, and corrective actions.
  • Support the handling of escalated call center matters and help ensure responses are timely, accurate, and consistent with established procedures.
  • Maintain working knowledge of Transfer Agency policies, procedures, systems, products, and regulatory requirements.
  • Assist with reconciliations, research, analysis, and other operational-control activities.

Vendor Management Support

• • Support the Call Center Manager in monitoring third-party call center vendor performance against service expectations, performance objectives, and contractual commitments.
  • Help prepare vendor-management reporting, including service-level, quality, volume, trend, and issue reporting.
  • Track vendor action items, performance feedback, calibration outcomes, and improvement plans; follow up to support timely completion.
  • Participate in vendor and internal operational meetings, documenting decisions, issues, and next steps.
  • Assist with the preparation of materials for vendor performance reviews, governance meetings, and operational reporting.

Reporting and Process Improvement

• • Compile, validate, and distribute recurring call center and vendor-management reports.
  • Analyze data to identify service trends, recurring issues, operational gaps, and opportunities for improvement.
  • Assist with quality assurance, training, and process-improvement initiatives.
  • Partner with internal stakeholders to support anticipated call-volume changes related to mailings, corporate actions, and other shareholder communications.
  • Support special projects, transaction expediting, troubleshooting, and service-delivery initiatives as assigned.

Internal Collaboration

• • Work closely with the Call Center Manager, Management, Client Services, Operations, and other functional teams to resolve issues and support shareholder-account servicing.
  • Prepare and issue service instructions to operating units based on internal requests, as appropriate.
  • Help ensure required information and other inputs are received in a timely manner to support efficient client service delivery.
  • Maintain clear, accurate documentation of requests, actions, issues, and outcomes.

 Qualifications

• • Minimum of 2 years of client-facing customer service, call center, operations, or related experience.
  • Transfer Agent industry experience preferred.
  • Experience supporting vendor relationships, operational reporting, or performance tracking preferred.
  • Strong interpersonal, oral, and written communication skills.
  • Strong analytical, research, troubleshooting, and problem-resolution skills.
  • Demonstrated attention to detail and ability to manage confidential or sensitive information appropriately.
  • Ability to prioritize competing requests, meet deadlines, and follow through on action items.
  • Ability to work independently while collaborating effectively with managers, peers, vendors, and internal partners.
  • Proficiency in Microsoft Outlook and Excel; experience creating reports and presentations in Excel and PowerPoint preferred.
  • Ability to work effectively in a fast-paced team environment.

Compensation Range: The salary range for this position is between $25/hr - $30/hr USD. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, international locations and education.

Bonus Eligibility: Bonus Eligible

Benefits Information: Please visit www.broadridgebenefits.com for information on our comprehensive benefit offerings

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We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.

Use of AI in Hiring 

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

US applicants: Click here to view the EEOC "Know Your Rights" poster.

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. 

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 [email protected].