Client Support Analyst - OMS/Portfolio System (Hybrid)

Responsibilities

• Provide front line support to BAMS product suite end users via phone and email.
• Serve as front line of support for all trading inquiries- troubleshoot, triage and manage issues from point of origin to resolution.
• Leverage Agentic AI tools and automation platforms to assist with issue diagnosis, knowledge retrieval, root cause analysis, and response generation
• Identify opportunities to implement AI-driven improvements in monitoring, alerting, and repetitive support processes
• Provide clients, and internal partners, proactive, consistent and quality update on issues
• Work with the manager to handle issue backlog, monitor and assign issues as reported by clients
• Develop and maintain strong working relationships with client base
• Contribute to internal knowledge bases and AI training datasets to continuously improve support intelligence and automation

Requirements

• Computing or Finance degree with at least 3 years of experience
• Understanding of financial markets and trading; Financial industry (investments) knowledge will be the very strong plus
• Strong written and verbal communication skills and ability to multi-task
• Client facing technical support experience
• SQL Server and Transact SQL skills
• Familiarity with Agentic AI concepts, AI-assisted development tools, prompt engineering, or workflow automation platforms
• Experience using AI tools (e.g., copilots, intelligent agents, or LLM-based systems) to improve operational efficiency or decision-making
• Ability to work in a dynamic environment where clients are using our products, in real time to enable business decisions
• Front office (traders) support experience (Nice to have)
• Experience with product functional testing (Nice to have)
• #LI-TV1
• #LI-Hybrid
• Use of AI in Hiring

Additional Information

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. As an Client Support Analyst , you will be on the front lines of ensuring Broadridge's global client base is effectively using our Portfolio Management and Order Management System (OMS), reference data and risk products day-to- day to drive their business. Be on the front lines of ensuring Broadridge's global client base is effectively using our Order Management System (OMS), reference data, and risk products day-to-day to drive their business. Join a team acting as the primary point of contact for all BAMS clients, including hedge funds, wealth managers, and traditional asset managers. Interact directly with traders, trade support, operations, and IT groups daily to support their use of BAMS products and services.

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