Client Services Administrator (Shareholder Communications) - Contract (Hybrid)
About The Position
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. 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 inquires made in writing or via email, performing account maintenance updates, drafting responses for escalated shareholder inquires 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 12 months, with the possibility of going permanent. This is a hybrid position where you will work 2 days in office, and 3 days from home.
Requirements
- Very detail oriented
- Ability to multi-task
- Excellent time management and follow-up skills
- 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
- General typing and computer skills
- 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
Nice To Haves
- Bachelors degree preferred, but not required
- High attention to detail and quality control, reviews work before sending
Responsibilities
- 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
- Forming letters advising the shareholder of additional information needed to complete certain requests
- Performing 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)
- 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
- Finishing 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
- Drafting free-hand responses to inquiries or possible critical issues
- Making recommendations for form and process improvements
- Performing other duties/responsibilities as needed or assigned
- Respecting client privacy, accuracy, speed, and dependability
Benefits
- Possibility of going permanent
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What This Job Offers
Career Level
Mid Level
Education Level
Associate degree
