Job Description
Customer Service Representive
brentwood, new york
$18 – $18.01 per hour
temporary
associate degree
shift: First
work hours: 9 AM – 6 PM
category business and financial operations occupations
reference AB_4277564
Job details
Do you have a passion for explaining processes to clients in an educational way? Our well known and prestigious financial client is seeking for a Shareholder Research Correspondence Admin to join a dynamic and growing team. This position is remote, but we are looking for people who are in the New York City metropolitan area in case of future Hybrid.
Pay rate: $18/hour. Schedule: M-F 9-6pm.
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
The essential functions of this role include:
- working in a smoke free environment
Skills
- Research
- Microsoft Office
- Leadership
- Communication
- Customer Service (2 years of experience is required)
- Finance
- Administration
- Time Management
- Client Service
- Tax Research
- General Accounting and Finance Skills
- Typing Skills
Qualifications
- Years of experience: 2 years
- Experience level: Experienced