Client Services Administrator (Shareholder Communications) - Contract (Hybrid)
Core
Answer shareholder inquiries via email/writing, perform account maintenance, draft responses for escalated issues, and form letters for additional shareholder information requests.
Role type
Client Services Administrator (Shareholder Communications)
Builds
Shareholder communication responses and account maintenance updates
Domain
Financial Technology / Securities Administration
Deliverable
client delivery
Required skills
research, transfer reject processing, status follow-up, lost certificate applications, corporate action follow-up, replacement check inquiries, 1099/W8/W9 updates, correspondence research, root cause identification, free-hand drafting, form and process improvement recommendations
Preferred skills
critical thinking, error identification, quality control, Microsoft Word/Excel/Outlook proficiency
Responsibilities
Researching transfer reject processing, status follow-up, lost certificate applications, corporate action follow-up, replacement check inquiries, and updating 1099s, W8s and W9s; Finishing client/shareholder correspondence research items and reporting solutions; Drafting free-hand responses to inquiries or critical issues; Making recommendations for form and process improvements
Seniority
Contract, individual contributor