Job Description
Broadridge is growing! We are actively seeking a self-directed, problem solver to join our Corporate Finance team as an Accounts Recievable Clerk based out of our San Diego, CA location. As our Revenue Analyst, you will work as a self-directed problem solver with a focus on execution, accountability and ownership. You will assess financial risk and minimize the organizations and clients' exposure or liabilities by recommending and implementing solutions to minimize the identified.
Are you looking to join a creative and dynamic organization? We urge you to read below to see how you can make an immediate, meaningful impact with our growing organization!
THIS IS A TEMPORARY, LONG-TERM CONTRACT ROLE.
RESPONSIBILITIES:
Assist customers by phone with payment inquiries and collection follow-up
Process transactions and monitor commission documentation for Sales team
Process credit card payments, refunds, service modifications and/or cancellations
Ensure receipt of signed seminar maintenance agreements for advisors before shipment of purchased seminar systems
Track and confirm receipt of payments for key broker-dealers or advisors to accounting and sales managers
Coordinate with sales reps to assure accuracy of seminar, EMD and other service orders
Process newsletter (KIT-AMP) auto-charge batches
Respond to newsletter inquiries as back-up to co-worker
QUALIFICATIONS:
Bachelor's degree or 2+ years of equivalent experience
Proficiency in Microsoft Excel highly preferred
You should understand in detail both how and why functions are performed and how they are related to the overall billing structure.
You will need to effectively communicate findings to peers and leaders
You should possess project management skills
You should be able to research complex issues with internal partners and respond to customer, client, and/or internal client requests via telephone and/or email.
Ability to prioritize tasks and work under pressure to meet designated deadlines
#LI-AH1
Additional Information Broadridge is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age or any other protected status. "Everyone Benefits from Diversity & Inclusion. Diverse & Inclusive Teams Drive Growth." US applicants: Click here to view the "EEO is the Law" poster. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation in the event you are unable or limited in your ability to use or access the Company’s career webpage as a result of your disability. You may request a reasonable accommodation(s) by calling 888-237-7769 or by sending an email to BRcareers@broadridge.com