11 дней назад
Client Services Administrator (Shareholder Communications)
20 - 22$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Services Administrator (Shareholder Communications) (Fintech): Managing shareholder inquiries, account updates, correspondence research, and written responses in a hybrid shareholder communications operation with an accent on accuracy, privacy, regulatory compliance, and client support. Focus on investigating transfer and corporate action issues, identifying root causes, drafting escalated responses, and improving forms and processes.
Location: Edgewood, New York, United States; hybrid schedule with 2 days in the office and 3 days working from home
Salary: $20.00–$22.00 per hour
Company
is a financial technology company providing shareholder communication and related services.
What you will do
- Answer written and email inquiries from shareholders and maintain account information.
- Research transfer rejects, status follow-ups, lost certificate applications, corporate actions, replacement check inquiries, and 1099, W8, and W9 updates.
- Complete correspondence research by identifying root causes and reporting case resolutions.
- Draft responses to shareholder inquiries and potential critical issues, including escalated matters for management.
- Recommend improvements to forms and processes while maintaining privacy, accuracy, speed, and dependability.
Requirements
- Strong attention to detail, organization, multitasking, time management, and follow-up skills.
- Solid writing skills and willingness to submit a writing sample.
- Ability to interpret requests, identify errors, think critically, and maintain quality control.
- General typing and computer skills, including Microsoft Word, Excel, Outlook, and Internet Explorer.
- Ability to collaborate with multiple people and groups to resolve shareholder inquiries.
- A bachelor's degree is preferred but not required.
Culture & Benefits
- Temporary contract role expected to last approximately 12 months, with the possibility of becoming permanent.
- Hybrid work arrangement with three days working from home each week.
- Collaborative and inclusive workplace focused on helping associates feel safe, valued, and respected.
- AI-based tools may support application review, with human review included in employment decisions.
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