Client Services Administrator (Shareholder Communication)

US Tech Solutions; Town of Islip (NY); Hybrid; USD 50,000 - 70,000; Full time

Job summary

A leading company in staff augmentation is seeking a detail-oriented professional for a hybrid role in shareholder inquiries. The position involves research, drafting responses, and ensuring compliance with SEC regulations. Ideal candidates will have strong organizational and writing skills, with a preference for experience in the Banking or Financial Services sector.

Qualifications

• 1-3 years of experience in Banking/Financial Services preferred.
• Ability to work with multiple groups for satisfactory responses.

Responsibilities

• Researching transfer reject processing and corporate action follow-ups.
• Drafting responses to inquiries and making recommendations for improvements.
• Performing duties with respect for client privacy and accuracy.

Skills

Attention to Detail

Critical Thinking

Time Management

Organizational Skills

Solid Writing Skills

Education

Bachelor's Degree

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Internet Explorer

Job description

Location: Hybrid (2 days/week in office Brentwood NY 11717)

Job Description:
Top Preferences:

• High attention to detail, ability to read and understand documents, use critical thinking

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).

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

Experience:

• 1-3 years of experience in Banking/ Financial Services domain preferred
• General typing and computer skills, with experience in Microsoft Word, Excel, Outlook, and Internet Explorer
• Ability to work with multiple persons or groups to build a common and satisfactory response to shareholder inquiries

Education:

• Bachelors degree preferred, but not required

About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com.
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.