17 часов назад
Client Services Administrator (Fintech)
20 - 24$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Services Administrator (Fintech): Researching and resolving shareholder inquiries, maintaining accounts, and drafting correspondence for Broadridge's Shareholder Communication team with an accent on accuracy, privacy, and regulatory compliance. Focus on investigating transfer and corporate action cases, identifying root causes, and improving forms and processes.
Location: Edgewood, NY, United States; hybrid schedule with 2 days in the office and 3 days from home
Salary: $20.00–$23.58 per hour
Company
is a financial technology company providing shareholder communication and related services.
What you will do
- Answer shareholder inquiries received in writing or by email.
- Research and resolve transfer rejects, status follow-ups, lost certificate applications, corporate action matters, replacement check inquiries, and 1099, W-8, and W-9 updates.
- Maintain client and shareholder accounts and complete correspondence research items.
- Identify root causes, document solutions, and draft responses to inquiries and critical issues.
- Recommend improvements to forms and processes while following company, SEC, and STA guidelines.
Requirements
- Strong attention to detail, organization, multitasking, time management, and follow-up skills.
- Solid written communication skills and willingness to submit a writing sample.
- Ability to interpret requests, think critically, identify errors, and review work for quality.
- General typing and computer skills, including Microsoft Word, Excel, Outlook, and Internet Explorer.
- Ability to collaborate with multiple people and groups to develop accurate responses to shareholder inquiries.
- 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.
- Emphasis on privacy, accuracy, speed, dependability, and quality.
- Workplace focused on respect, inclusion, and employee wellbeing.
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