Client Support Analyst

Posted 8 Hours Ago
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Toronto, ON
Senior level
Fintech • Financial Services
The Role
Client Support Analyst role at Broadridge, supporting asset servicing/corporate actions product for clients. Responsibilities include client support, environment setup, issue triage, release validation, status reporting, and continual improvement. Requires 5+ years of experience in Business/Client Facing or Application Support in Financial Services industry.
Summary Generated by Built In

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.

A market leader in providing financial solutions to global markets is seeking an experienced and motivated Client Support Analyst to support the Production and UAT environments of its asset servicing/corporate actions product for live clients.

The successful candidate will act as a liaison between clients and Broadridge’s technology and operations teams to ensure the successful delivery of product releases, from UAT to steady-state production. Utilizing excellent client-facing, problem-solving, and technical analysis skills, you will validate release deployments, set up environments, configure products, and proactively detect and address issues. Your response to client-reported issues will ensure corrective actions are delivered efficiently and on schedule.

Key job functions include close collaboration with development, QA, DevOps, client delivery, and technology shared services teams to guarantee the successful release of products and effective knowledge transfer, as per Broadridge's standards for change and release management.

Candidates should ideally have a working knowledge of asset servicing and experience with release deployment and vendor testing, preferably from a financial institution's perspective. Confidence, self-motivation, excellent communication skills, and familiarity with back-office processing in capital markets, wealth, asset management, or securities services environments are essential.

Key Job Functions/Responsibilities

  • Client Support: Proactively engage with clients to prioritize issues, provide timely updates, manage defect prioritization, and drive client calls on priority issues and incidents.

  • Environment Support: Offer day to day support for product releases and UAT in nonproduction client facing environments, including setup and configuration.

  • Environment Health Checks: Monitor for issues proactively to maximize nonproduction environment availability.

  • User Testing Support: Triage incoming issues and verify alignment with functional and technical scope, coordinating corrective bug and data fixes as needed.

  • Root Cause Delivery: Collaborate with technical and functional delivery teams (including DevOps) to implement and validate releases into UAT environments.

  • Status Reporting: Communicate progress with client users, technical staff, and Broadridge stakeholders, escalating issues to management as necessary.

  • Deployments: Coordinate release and change delivery with technical teams in compliance with Broadridge change management policies.

  • Planning: Prioritize and deliver reported defects and data fixes to ensure release integrity and production stability.

  • Knowledge Transfer: Provide effective knowledge transfer to clients and operational teams, including ad hoc training if required.

  • Continual Improvement: Identify opportunities for process improvements and update documentation, team collaboration sites, and operating procedures.

Basic Skill Level Requirements

Qualifications:

  • Bachelor’s degree required, preferably in an IT discipline.

  • 5+ years’ experience working in a Business/Client Facing or Application Support role, preferably in the Financial Services industry.

  • ITIL v3/v4 Foundation preferred.

Experience:

  • Extensive experience in a business/client-facing application support role.

  • Strong knowledge of asset servicing lifecycle/corporate actions.

  • Familiarity with industry standards for software release and UAT support.

  • Experience with DevOps, especially in an AWS environment, is advantageous.

  • Proficiency in change and problem management.

Skills:

  • Excellent verbal and written communication skills.

  • Proactive self-starter with the ability to manage shifting workloads.

  • Strong critical thinking and problem-solving abilities; experience with debugging tools is a bonus.

  • High attention to detail and delivery-focused mindset.

  • Strong client-facing skills.

  • Ability to challenge and understand detailed requirements.

  • Flexibility to work outside regular hours to support release delivery for live clients.

Tools:

Required:

  • Working knowledge of ORACLE or similar RDBMS technology.

  • SQL and PL/SQL.

  • Jira.

  • SharePoint.

  • MS Office suite (Excel, Word, PowerPoint, Visio).

Preferred:

  • Experience with Windows server environments.

  • Knowledge of DevOps tools (Nexus, Jenkins, Terraform, Chef).

  • Knowledge of AWS, C#, Java, and front-end technologies (Desktop and Web-based)

Personal Attributes:

The ideal candidate will be highly energetic and delivery-focused, committed to maintaining client value and production stability. You must demonstrate professional composure when dealing with clients and stakeholders, exhibit a natural ownership mentality, and have a continuous improvement mindset. Collaboration with team members to manage time and priorities effectively is essential.

Background Check Process

Broadridge requires employees to complete a background check that is completed by one of our service providers. We use this service to complete the following checks:

  • Employment verification

  • Education verification

  • Credit inquiry

  • Canadian criminal record check

Workplace Flexibility

We are committed to supporting flexible work arrangements, investing in technology or other resources to enable you to work from home effectively, wherever possible. 

At this time this is a hybrid role, and therefore you should have a basic home office set up, high-speed internet, and the ability to work without distractions during core business hours.

Accessibility & Accommodation

Broadridge is an equal opportunity employer and is committed to a diverse and inclusive workplace ensuring that equal employment opportunities are provided to all individuals, regardless of race, colour, gender identity, sexual orientation, marital status, creed, age, disability, religious affiliation, or national origin or citizenship. If you require any accommodations during the recruitment process, please notify our recruitment team.

#LI-Hybrid

#LI-RB1


Broadridge associates helped us envision our Connected Workplace - a work model that allows associates around the globe, dependent upon their role responsibilities, take advantage of the benefits of both on-site and off-site work to support our clients, one another, and the communities where we live and work. Our Connected Workplace is grounded in the concept of FACS: Flexible, Accountable, Connected, and Supported, which is our commitment to our associates. FACS supports our strong culture and allows us to achieve business goals while supporting meaningful work-life integration for our associates.
We are dedicated to fostering a diverse, equitable, and inclusive environment and committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates can only 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 diversity in all its dimensions.

Top Skills

Itil
The Company
Markham, ON
14,000 Employees
Hybrid Workplace
Year Founded: 2007

What We Do

Broadridge Financial Solutions, Inc. (NYSE: BR), is a global fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference. Our unique culture is guided by the Service-Profit Chain—the idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.

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