Broadridge Financial Solutions
Client Services Administrator (Shareholder Communication) - Contract (Hybrid)
Broadridge Financial Solutions, Lanesville, New York, United States, 12450
Client Services Administrator
Broadridge is growing! We are seeking a contract Client Services Administrator to join our dynamic Shareholder Communication team in our Edgewood, Long Island, New York office. In this role, you will be answering shareholder inquiries made in writing or via email, performing account maintenance updates, drafting responses for escalated shareholder inquiries on behalf of the management team and forming letters advising the shareholder of additional information needed to complete certain requests. You will perform daily job duties and requirements within specified guidelines set forth by the supervisor and management teams, as well as the company and the rules, regulations, and guidelines of SEC (Securities and Exchange Commission), and STA (Securities Transfer Association). Do you have a passion for explaining processes to clients in an educational way? Are you looking to join one of the leaders in the Financial Technology industry? If so, we'd love to hear from you! This is a temporary, contract role expected to last approximately 6 months, with the possibility of extension. This is a hybrid position where you will work 2 days in office, and 3 days from home. Responsibilities:
Researching items including transfer reject processing, status follow-up, lost certificate applications, corporate action follow-up, replacement check inquiries, and updating 1099s, W8s and W9s Finishes the client, shareholder, and co-worker initiated correspondence research items, including identifying the root cause that prompted the creation of each correspondence research item and reporting on the solution to each case Drafts free-hand responses to inquiries or possible critical issues Makes recommendations for form and process improvements May perform other duties/responsibilities as needed or assigned This job must be performed with respect for client privacy, accuracy, speed, and dependability Qualifications:
Very detail oriented, ability to multi-task, and excellent time management and follow-up skills, along with strong organizational skills Solid writing skills (and willingness to submit a sample) Ability to think critically and interpret requests received from co-workers, clients, and shareholders, as well as identify errors Bachelors degree preferred, but not required General typing and computer skills, with experience in Microsoft Word, Excel, Outlook, and Internet Explorer Ability to work as a team with multiple persons or groups to build a common and satisfactory response to shareholder inquiries The pay rate for this position is $20.00 per hour. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Broadridge is growing! We are seeking a contract Client Services Administrator to join our dynamic Shareholder Communication team in our Edgewood, Long Island, New York office. In this role, you will be answering shareholder inquiries made in writing or via email, performing account maintenance updates, drafting responses for escalated shareholder inquiries on behalf of the management team and forming letters advising the shareholder of additional information needed to complete certain requests. You will perform daily job duties and requirements within specified guidelines set forth by the supervisor and management teams, as well as the company and the rules, regulations, and guidelines of SEC (Securities and Exchange Commission), and STA (Securities Transfer Association). Do you have a passion for explaining processes to clients in an educational way? Are you looking to join one of the leaders in the Financial Technology industry? If so, we'd love to hear from you! This is a temporary, contract role expected to last approximately 6 months, with the possibility of extension. This is a hybrid position where you will work 2 days in office, and 3 days from home. Responsibilities:
Researching items including transfer reject processing, status follow-up, lost certificate applications, corporate action follow-up, replacement check inquiries, and updating 1099s, W8s and W9s Finishes the client, shareholder, and co-worker initiated correspondence research items, including identifying the root cause that prompted the creation of each correspondence research item and reporting on the solution to each case Drafts free-hand responses to inquiries or possible critical issues Makes recommendations for form and process improvements May perform other duties/responsibilities as needed or assigned This job must be performed with respect for client privacy, accuracy, speed, and dependability Qualifications:
Very detail oriented, ability to multi-task, and excellent time management and follow-up skills, along with strong organizational skills Solid writing skills (and willingness to submit a sample) Ability to think critically and interpret requests received from co-workers, clients, and shareholders, as well as identify errors Bachelors degree preferred, but not required General typing and computer skills, with experience in Microsoft Word, Excel, Outlook, and Internet Explorer Ability to work as a team with multiple persons or groups to build a common and satisfactory response to shareholder inquiries The pay rate for this position is $20.00 per hour. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.