Associate, Operations (Hybrid)

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.

Under the direction of the Manager – Operations (Tax), performs daily tasks regarding all tax withholding for client retirement plan distributions, and other duties as assigned, providing “best in class” customer service, and adhering to established guidelines, procedures, and SLAs.

Job Responsibilities:

Perform daily reconciliation of tax withholding between various systems and multiple accounts Complete tax withholding payments to states and IRS Process tax correction and creation requests in various internal and third-party systems Process stop payment and reissues on distribution checks Perform monthly, quarterly and annual tax withholding filing with states/ IRS Accurately and timely process all daily inquiries, research and outages. Handle escalated items and projects given by management. Quality Control, consistently double checking any tasks that are processed by the team. Balance tax withholding annually between various systems to ensure accurate and timely annual filing Train new employees and coordinate cross training for team members.

Preferred Qualifications:

• Requires a High School education or equivalent with advanced business/technical school or college training preferred, and/or a minimum of two to three (2-3) years applicable experience.
• Minimum of one year of Trust operations experience is preferred.
• Extensive use of PC and software applications is required.
• Extensive use of Microsoft Excel is required.
• Some use of Microsoft Access is preferred.

Skills/Competencies:

• Knowledge of basic business processes and computer applications (Trust systems, Microsoft Excel, Word and Outlook).
• Strong written and verbal communication and customer service skills.
• Strong analytical and problem-solving abilities.
• Extremely adaptive to changes
• Must have the ability to prioritize work to meet daily workloads and deadlines.
• Basic knowledge of trust business and its particular accounting and tax reporting requirements.
• Fundamental understanding of retirement plans, benefit payments and distribution processing.

Relevant Broadridge Competencies:

• Exceed Client Expectations – Ensures the delivery of exceptional offerings and service delivery of exceptional offerings and service based on a deep understanding of the needs of internal and/or external clients as well as industry challenges.
• Drive Results – Demonstrates and fosters a sense of urgency and strong commitment to achieving both short-term results and long-term success.
• Execute Flawlessly – Plans and executes work processes to ensure achievement of business goals.
• Communicate and Influence – Communicates ideas in a clear, professional and influential way to a variety of audiences.
• Adapt and Embrace Change – Adjusts approach and efforts to address challenges, flexibly adapting to new situations.
• Develop self and others – Takes ownership for developing own abilities and support of others’ development to ensure that needed skills are learned and developed.
• Inspire Others – Inspires commitment and motivates others to act in alignment with organizational vision and values.

Compensation Range: The salary range for this position is between $65,000 - $68,000. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education. Bonus Eligibility: Bonus Eligible

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

All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable. Apply by clicking the application link and submitting your information. The deadline to apply for this role is June 2, 2026.

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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 BRcareers@broadridge.com.