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Client Services Administrator – Shareholder Communications, Contract
Broadridge. Answer shareholder inquiries made in writing or via email .
Posted 9/24/2026full-timeEdgewood • New York • United StatesMid-LevelSenior💰 $20 - $22 per hourWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong writing skills and attention to detail while managing shareholder inquiries and correspondence. Capable of performing account maintenance and research with a focus on accuracy, client privacy, and process improvement.
Highest-signal resume keywords
Detail OrientedStrong Writing SkillsMicrosoft WordMicrosoft ExcelTime Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account MaintenanceCorrespondence ResearchCritical ThinkingTyping SkillsProcess Improvement
Soft Skills
Organizational SkillsMulti-taskingTeam CollaborationClient Privacy RespectFollow-up Skills
Tools & Technologies
Microsoft OutlookInternet Explorer
Industry Keywords
Shareholder InquiriesCorporate Action Follow-upTransfer Reject Processing1099sW8sW9s
About the role
Key responsibilities & impact- Answer shareholder inquiries made in writing or via email
- Perform account maintenance updates
- Draft responses for escalated shareholder inquiries on behalf of the management team
- Form letters advising shareholders of additional information needed to complete requests
- Research transfer reject processing, status follow-up, lost certificate applications, corporate action follow-up, replacement check inquiries, and updating 1099s, W8s, and W9s
- Complete correspondence research items initiated by clients, shareholders, and co-workers
- Identify root causes prompting correspondence research items and report solutions for each case
- Draft free-hand responses to inquiries or possible critical issues
- Recommend form and process improvements
- Perform other duties and responsibilities as needed or assigned
- Follow guidelines set by supervisors, management, the company, SEC, and STA
Requirements
What you’ll need- 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 from co-workers, clients, and shareholders, as well as identify errors
- General typing and computer skills
- Experience with 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
- Must work with respect for client privacy, accuracy, speed, and dependability
Benefits
Comp & perks- Hybrid work arrangement: 2 days in office and 3 days from home
- Opportunity for the contract role to become permanent
- Inclusive and collaborative workplace environment
- Equal employment opportunities
- Reasonable accommodations during the application and hiring process