Client Services Administrator

19 hours ago

Brentwood, NY, United States US Tech Solutions Full time

Location: Hybrid (2 days in office, and 3 days from home- Brentwood NY 11717)

Duration: 6 months, with the possibility of extension

Job Description:

  • We are seeking a contract Client Services Administrator to join our dynamic Shareholder Communication team in our Edgewood, Long Island, New York office. In this role, you will be answering shareholder inquires made in writing or via email, performing account maintenance updates, drafting responses for escalated shareholder inquires on behalf of the management team and forming letters advising the shareholder of additional information needed to complete certain requests. You will perform daily job duties and requirements within specified guidelines set forth by the supervisor and management teams, as well as the company and the rules, regulations, and guidelines of SEC (Securities and Exchange Commission), and STA (Securities Transfer Association).

  • This is a temporary, contract role expected to last approximately 6 months, with the possibility of extension. This is a hybrid position where you will work 2 days in office, and 3 days from home.

Responsibilities:

  • Researching items including transfer reject processing, status follow-up, lost certificate applications, corporate action follow-up, replacement check inquiries, and updating 1099s, W8s and W9s

  • Finishes the client, shareholder, and co-worker initiated correspondence research items, including identifying the root cause that prompted the creation of each correspondence research item and reporting on the solution to each case

  • Drafts free-hand responses to inquiries or possible critical issues

  • Makes recommendations for form and process improvements

  • May perform other duties/responsibilities as needed or assigned

  • This job must be performed with respect for client privacy, accuracy, speed, and dependability

Qualifications:

  • Very detail oriented, ability to multi-task, and excellent time management and follow-up skills, along with strong organizational skills

  • Solid writing skills (and willingness to submit a sample)

  • Ability to think critically and interpret requests received from co-workers, clients, and shareholders, as well as identify errors

  • Bachelors degree preferred, but not required

  • General typing and computer skills, with experience in Microsoft Word, Excel, Outlook, and Internet Explorer

  • Ability to work as a team with multiple persons or groups to build a common and satisfactory response to shareholder inquiries

About US Tech Solutions:

US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com (http://www.ustechsolutionsinc.com) .

US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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