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

Broadridge Financial Solutions

New York, Northern (NY, KY)

Hybrid

USD 28,000 - 30,000

Full time

4 days ago
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Job summary

Broadridge Financial Solutions in Edgewood, NY, is seeking a contract Client Services Administrator to support shareholder communications. The role handles inquiries in writing or email, performs account maintenance updates, and drafts responses for escalated inquiries on behalf of management.

It operates under SEC/STA guidelines in a hybrid setup, with a 12-month horizon and potential permanence. The position emphasizes accuracy, privacy, and timely responses, requiring solid writing,

Qualifications

  • Detail oriented with strong time management and follow-up skills.
  • Excellent writing and communication abilities; sample may be required.
  • Ability to multi-task and meet deadlines in a fast-paced environment.
  • Proficient with MS Word, Excel, Outlook; basic Internet Explorer.
  • Team player able to coordinate with multiple stakeholders.

Responsibilities

  • Research transfer issues, processing items, and updating 1099s, W8s and W9s.
  • Draft free-hand responses to inquiries and identify root causes.
  • Suggest process and form improvements to enhance efficiency.
  • Maintain client privacy, accuracy, speed, and dependability in communications.

Skills

Detail oriented
Time management
Follow-up skills
Organizational skills
Strong writing
Critical thinking
Teamwork

Education

Bachelor's degree preferred

Tools

Microsoft Word
Excel
Outlook
Internet Explorer

Job description

## Client Services Administrator (Shareholder Communications) - Contract (Hybrid)Apply: Edgewood, NY: Full time: Posted Today: JR1086039At 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.## **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 inquiriesThe compensation range for this position is $20.00 - $22.00 per hour. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
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