4 дня назад
Client Services Administrator (Shareholder Communications) - Contract (Hybrid)
20 - 22$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Services Administrator (Shareholder Communications) - Contract (Hybrid) (Fintech): Managing shareholder inquiries, account maintenance, correspondence research, and escalated communications for a financial technology services operation with an accent on accuracy, privacy, regulatory compliance, and client education. Focus on investigating complex shareholder cases, identifying root causes, drafting precise responses, and improving forms and processes.
Location: Edgewood, New York, United States; hybrid schedule with 2 days in the office and 3 days from home.
Salary: $20.00–$22.00 per hour; temporary contract expected to last approximately 12 months, with the possibility of becoming permanent.
Company
provides financial technology and shareholder communications services.
What you will do
- Answer written and email inquiries from shareholders and clients.
- Perform account maintenance updates, including 1099, W8, and W9 updates.
- Research transfer rejects, lost certificate applications, corporate actions, replacement checks, and status follow-ups.
- Investigate correspondence cases, identify root causes, and document solutions.
- Draft responses to inquiries and escalated or critical issues on behalf of management.
- Recommend improvements to forms and operational processes while following SEC and STA guidelines.
Requirements
- Strong attention to detail, organization, follow-up, multitasking, and time management skills.
- Solid writing skills and willingness to submit a writing sample.
- Ability to interpret requests, think critically, identify errors, and perform quality-control reviews.
- General typing and computer skills with Microsoft Word, Excel, Outlook, and Internet Explorer.
- Ability to collaborate with multiple people and groups to create accurate shareholder responses.
- A bachelor's degree is preferred but not required.
Culture & Benefits
- Collaborative, engaging, and inclusive work environment.
- Hybrid work arrangement with three days from home each week.
- Commitment to privacy, accuracy, speed, dependability, and regulatory compliance.
- Workplace focused on inclusion, psychological safety, and respect for individual perspectives.
- AI-based tools may support application review, with final employment decisions subject to human review.
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