Keyla Moreno
Financial Compliance Client Service Representative at Broadridge | Phoenix, Arizona, United States
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Keyla Moreno is a dedicated Financial Compliance Client Service Representative at Broadridge, where she plays a vital role in ensuring clients meet their SEC regulatory requirements with precision and efficiency. Leveraging her strong expertise in business processes, documentation, and analytical skills, Keyla guides clients through complex filing procedures, ensuring adherence to strict compliance standards. Her proficiency with checklists and macros allows her to streamline workflows, reducing errors and enhancing overall efficiency in the filing process.
In her current role, Keyla manages a diverse portfolio of clients, providing tailored guidance on SEC document submissions, including Form 13F, Form 13D/G, and other critical filings. Her interpersonal skills and customer service orientation enable her to build strong relationships, offering clear, concise communication and support throughout the compliance journey. She is adept at translating regulatory requirements into actionable steps, ensuring clients understand their obligations and deadlines.
Keyla’s expertise extends beyond compliance; she also contributes to process improvement initiatives by analyzing workflows and implementing best practices. Her bilingual skills in Spanish further enhance her ability to serve a diverse client base, ensuring that language barriers do not impede compliance efforts. With her keen attention to detail and time management skills, Keyla consistently delivers accurate, timely support, helping clients navigate the complexities of financial regulation confidently. Her passion for technology and innovation, inspired by her admiration for advancements like Tesla and sci-fi movies, fuels her commitment to leveraging cutting-edge solutions to improve client service and operational efficiency at Broadridge.
Financial Compliance Client Service Representative at Broadridge in December 2023 to Present
Financial Reporting Business Consultant at Donnelley Financial Solutions (DFIN) in April 2020 to December 2023
Enterprise Content Management at Salt River Project in February 2019 to April 2020
Facilities Intern at SRP in September 2018 to February 2019
Customer Service Representative at Nordstrom in June 2017 to September 2018
Retail Salesworker at Rue 21 Inc in July 2016 to November 2016
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Grand Canyon University, Business Finance and Econmics, August 2026
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Compliance
SEC Financial Reporting
SEC Regulations
Financial Services
Software as a Service (SaaS)
Software Development
Custom Reports
Consultative Services
Business Process
Utilities
Renewable Energy
Financing
Office Equipment
Macros
Keyboards
Due Diligence
Quantitative Analytics
Interpersonal Skills
Financial Planning
Financial Performance
Financial Analysis
Expenses
Interpersonal Communication
Economics
Problem Solving
Oral Communication
Financial Statements
Deadline Oriented
Account Reconciliation
Communication
Checklists
English
Documentation
Business Analysis
Analytical Skills
Microsoft Office
Customer Service
Microsoft Excel
Leadership
Microsoft Word
Microsoft PowerPoint
Public Speaking
Research
Spanish
SharePoint
Time Management
Teamwork
Customer Satisfaction
Event Planning
Inventory Management
Management
opentext
Training
Office Administration
Administration
Program Coordination
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Discover more about BroadridgeWhat is Keyla Moreno email address?
Email Keyla Moreno at [email protected]. This email is the most updated Keyla Moreno's email found in 2026.
How to contact Keyla Moreno?
To contact Keyla Moreno send an email to [email protected]. (updated on May 04, 2025)
What company does Keyla Moreno work for?
Keyla Moreno works for Broadridge
What is Keyla Moreno's role at Broadridge?
Keyla Moreno is Financial Compliance Client Service Representative
What is Keyla Moreno's Phone Number?
Keyla Moreno's phone (602) ***-*337
What industry does Keyla Moreno work in?
Keyla Moreno works in the Financial Services industry.
Keyla Moreno Email Addresses
Keyla Moreno Phone Numbers
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