Job Title: Client Services Administrator
Location: Brentwood, NY || Hybrid
Job description:-
This is a temporary, contract role expected to last approximately 6 months, with the possibility of extension. We are made up of high performing teams that meet in person to learn and collaborate as needed. This role is considered hybrid, which means you'll be assigned to a office and given the flexibility to work remotely.
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 with multiple persons or groups to build a common and satisfactory response to shareholder inquiries
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