Client Services Administrator (Shareholder Communication) - Contract (Hybrid)

Broadridge is a leader in the Financial Technology industry, seeking a contract Client Services Administrator to join their Shareholder Communication team. The role involves responding to shareholder inquiries, performing account maintenance, and ensuring compliance with SEC guidelines.

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

Skills

• 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
• 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
• Bachelors degree preferred, but not required

Company Overview

Company H1B Sponsorship