At a Glance
- Tasks: Lead a team providing top-notch support for loan management software and client inquiries.
- Company: Join Broadridge, a company dedicated to empowering others and fostering career growth.
- Benefits: Enjoy flexible hybrid work options and a supportive corporate culture.
- Why this job: Be part of a dynamic team that values client service and innovative technology.
- Qualifications: 7-10 years in finance or tech; strong analytical skills and passion for client service required.
- Other info: Opportunity to work with global teams and develop strategic plans for operations.
The predicted salary is between 43200 - 72000 £ per year.
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.
The Loan Trading and Application Support Manager will manage a team of technical loan support analysts and provide exceptional customer support using our proprietary front to back office portfolio management and loan management software within the Broadridge Asset Management Solutions Division.
Responsibilities
- Provide technical trade and application support for portfolio management and loan management inquiries for clients in our cloud-based proprietary software.
- Research front-to-back office issues and questions pertaining to trade entries, order management, research manager, private debt, accounting, financial reporting, portfolio performance, compliance, data feeds, and reconciliations with the appropriate level of urgency and communication.
- Ensure an excellent client experience by providing proactive, timely, and effective communication regarding the impact, status, and next steps of the issues reported.
- Act as a liaison between the client and internal departments in facilitating issue resolution and/or software delivery.
- Prioritise multiple client inquiries with different SLAs in a fast-paced environment.
- Manage client production upgrades by interacting with QA, development, the client, and assist with user acceptance testing before upgrading the Production environment.
- Escalate issues internally with the appropriate level of urgency to meet client deadlines.
- Jira sprint management prioritisation and internal process improvements.
Management
- Manage a team of technical support analysts in the London office and collaborate with global support staff in addition to a hybrid management approach with support staff in India.
- Monitor team performance with KPIs in Salesforce and sentiment analysis in Power BI.
- Ensure AI initiatives and accompanying data strategies are being followed by all direct reports.
- Develop strategic plans for the London region and assist with global operations for support and operations.
- Train new staff with a keen focus on soft skills, internal processes, and our proprietary software.
Qualifications
- 7-10 years of professional work experience with a degree in finance, accounting, analytics, technology, or related field.
- A passion for client service and technology.
- Strong analytical and problem-solving skills.
- Familiar with SaaS portfolio management products and internal operations.
- Excellent written and verbal communication skills.
- Ability to navigate various levels in conversation with client Analysts to Senior Management on the business side and tech side.
- Proficiency in Microsoft Office Suite and the ability to work in a collaborative environment.
- Experience with Salesforce, Jira, ITSM, and Confluence is a plus.
Nice to have
- Knowledge of SQL and level 3 dev support.
- Experience with a Fintech support, BPO, or similar role within Private debt.
- Experience with SDLC and agile methodologies.
- Perform duties as an analytical extrovert.
- Ability to connect and build relationships internally and externally quickly.
Contact Detail:
Broadridge Financial Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Loan Trading and Application Support Manager (Hybrid - Flexible Options)
✨Tip Number 1
Familiarise yourself with the specific software and tools mentioned in the job description, such as Salesforce, Jira, and Power BI. Having a solid understanding of these platforms will not only boost your confidence but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Showcase your client service skills by preparing examples of how you've successfully managed client relationships in the past. Be ready to discuss how you prioritised inquiries and resolved issues effectively, as this is crucial for the role.
✨Tip Number 3
Brush up on your analytical and problem-solving skills. Consider practising scenarios where you had to troubleshoot technical issues or manage multiple tasks under pressure, as these experiences will be valuable during discussions.
✨Tip Number 4
Network with professionals in the fintech and loan management sectors. Engaging with industry peers can provide insights into current trends and challenges, which you can reference during your conversations with us at Broadridge.
We think you need these skills to ace Loan Trading and Application Support Manager (Hybrid - Flexible Options)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in loan trading, application support, and client service. Use keywords from the job description to demonstrate that you meet the qualifications.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and technology. Mention specific experiences that align with the responsibilities of managing a team and providing technical support.
Highlight Relevant Skills: Emphasise your analytical and problem-solving skills, as well as your familiarity with SaaS portfolio management products. Mention any experience with Salesforce, Jira, or ITSM tools, as these are valuable for the role.
Showcase Communication Abilities: Since excellent written and verbal communication skills are crucial, provide examples of how you've effectively communicated with clients and internal teams in past roles. This will help demonstrate your fit for the position.
How to prepare for a job interview at Broadridge Financial Solutions
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of SaaS portfolio management products and the specific technologies mentioned in the job description. Be prepared to discuss how you've used similar tools in past roles, especially in relation to loan management and application support.
✨Demonstrate Client-Centric Thinking
Since the role emphasises exceptional customer support, think of examples where you've gone above and beyond for clients. Highlight your problem-solving skills and how you effectively communicated with clients during challenging situations.
✨Prepare for Team Management Questions
As a manager, you'll need to demonstrate your leadership style. Prepare to discuss how you've managed teams in the past, focusing on training, performance monitoring, and fostering collaboration among team members, especially in a hybrid work environment.
✨Familiarise Yourself with Agile Methodologies
Given the emphasis on Jira sprint management and agile processes, be ready to discuss your experience with these methodologies. Share specific instances where you've successfully implemented agile practices in your previous roles.