Broadridge is a leader in the Financial Technology industry, seeking a contract Client Services Administrator to join their Shareholder Communication team. The role involves responding to shareholder inquiries, performing account maintenance, and ensuring compliance with SEC guidelines.
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
Skills
- 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
- 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
- Bachelors degree preferred, but not required
Company Overview
Broadridge is a provider of investor communications and technology solutions for broker dealers, banks, mutual funds and corporate issuers. It was founded in 1962, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is http://www.broadridge.com.Company H1B Sponsorship
Broadridge has a track record of offering H1B sponsorships, with 109 in 2025, 124 in 2024, 83 in 2023, 141 in 2022, 100 in 2021, 73 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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