Hybrid Client Services Specialist - 2 In/3 Remote

Broadridge; Town of Hunter (NY); Hybrid; USD 28,000 - 32,000; Full time

Job summary

Broadridge is seeking a Client Services Administrator to join our Shareholder Communication team in Edgewood, Long Island, NY. You will respond to shareholder inquiries, perform account maintenance, draft responses for escalations, and draft letters advising shareholders of needed information.

This hybrid role requires attention to detail, strong written communication, and the ability to multi-task while collaborating with team members.

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
• High attention to detail and quality control, reviews work before sending

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

Attention to detail

Writing skills

Time management

Team collaboration

Multi-tasking

Education

Bachelor's degree preferred

Tools

Microsoft Word

Microsoft Excel

Outlook

Internet Explorer

Job description

Broadridge is seeking a Client Services Administrator to join our Shareholder Communication team in Edgewood, Long Island, NY. You will respond to shareholder inquiries, perform account maintenance, draft responses for escalations, and draft letters advising shareholders of needed information.

This hybrid role requires attention to detail, strong written communication, and the ability to multi-task while collaborating with team members.