Client Services Administrator - Hybrid

Broadridge Financial Solutions; Edgewood (NY); Hybrid; USD 28,000 - 32,000; Full time

Job summary

Broadridge Financial Solutions in Edgewood, NY is seeking a Client Services Administrator to handle shareholder inquiries, perform account maintenance updates, and draft responses for escalations. You will work in a hybrid model, spending two days in the office and three days remotely, ensuring accuracy and client privacy in every interaction.

Responsibilities include researching complex inquiries, drafting clear responses, and recommending process improvements while adhering to SEC and STA

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
• Bachelor's degree preferred, but not required
• High attention to detail and quality control, reviews work before sending
• 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

Responsibilities

• Researching transfer-related items and processing follow-ups.
• Drafts free-hand responses to inquiries or potential issues.
• Completes correspondence research items and reports solutions.
• Makes recommendations for form and process improvements.
• May perform other duties as needed or assigned.
• Maintain client privacy, accuracy, speed, and dependability

Skills

Attention to detail

Time management

Multitasking

Written communication

Teamwork

Critical thinking

Education

Bachelor's degree preferred

Tools

Microsoft Word

Excel

Outlook

Internet Explorer

Job description

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 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 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
• High attention to detail and quality control, reviews work before sending
• 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 compensation range for this position is $20.00 - $23.58 per hour. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.

Use of AI in Hiring As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

US applicants: Click here to view the EEOC "Know Your Rights" poster.

Disability Assistance We recognize that ensuring our long‑term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws. If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to [e-mail].

Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences. Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over $15 trillion in equities, fixed income, and other securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 15,000 associates in 21 countries.

We are committed to creating an engaging workplace for the most talented associates in our industry. We are dedicated to fostering a collaborative, inclusive, and healthy environment that promotes flexibility and accountability. As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment. Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success. We believe that our associates are our most important asset. Encouraging professional development opportunities is a core part of our culture. Broadridge provides educational opportunities, including formal classes, training programs and events. To enable learning in our hybrid working model, Broadridge has redesigned all development programs for 100% virtual delivery. Our associates have access to 8,500+ online courses covering business, leadership, technical, and function-specific topics through our LinkedIn Learning program.