Shareholder Services Specialist - Hybrid Contract

Broadridge Financial Solutions; Edgewood (NY); Hybrid; USD 28,000 - 30,000; Part time

Benefits offered by this job

Hybrid work arrangement

12-month contract

Job summary

Broadridge Financial Solutions seeks a contract Client Services Administrator for our Edgewood, NY office. You will answer shareholder inquiries, perform account maintenance, and draft responses for escalated issues, following SEC/STA rules. This is a 12-month hybrid contract with 2 days in the office and 3 days remote.

Responsibilities include research, correspondence drafting, and process improvement recommendations. Strong writing, detail-orientation, and teamwork are essential for success.

Qualifications

• Bachelor's degree preferred, but not required.
• Strong written communication and attention to detail.
• Ability to multi-task and manage time effectively.
• Experience handling shareholder inquiries or customer-facing tasks is a plus.

Responsibilities

• Research transfer reject processing and status follow-up.
• Handle lost certificate applications and corporate action follow-up.
• Update 1099s, W8s and W9s as needed.
• Draft free-hand responses to inquiries and escalate issues when required.

Skills

Detail oriented

Multi-tasking

Time management

Writing skills

Teamwork

MS Word

MS Excel

MS Outlook

Customer service

Communication skills

Education

Bachelor's degree preferred, but not required

Tools

Microsoft Word

Microsoft Excel

Outlook

Internet Explorer

Job description

Broadridge Financial Solutions seeks a contract Client Services Administrator for our Edgewood, NY office. You will answer shareholder inquiries, perform account maintenance, and draft responses for escalated issues, following SEC/STA rules. This is a 12-month hybrid contract with 2 days in the office and 3 days remote.

Responsibilities include research, correspondence drafting, and process improvement recommendations. Strong writing, detail-orientation, and teamwork are essential for success.