Accounts Receivable Clerk - Contract (JR1021448)

Job Description

Company Description

Broadridge Financial Solutions, Inc. (BR) , a $4 billion global Fintech leader and a part of the S&P 500® Index, is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers. Broadridge provides an important infrastructure that powers the financial services industry and employs over 11,000 associates in 18 countries. For more information about Broadridge, please visit Broadridge.com/ .

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

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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 [email protected]

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