Client Service Administrator providing support to Transfer Agency relationship managers in Long Island. Performing client activities and managing inquiries within a hybrid work model.
Responsibilities
Collaborates with relationship managers, internal colleagues, and external partners to problem solve and resolve inquiries on matters of Stock Transfer.
Performs day-to-day assigned functions in the specified timeframe to ensure that our client expectations are met and exceeded.
Works alongside relationship managers to prepare business reviews and service-level agreement (SLA) reporting to ensure clients are satisfied with their Transfer Agency products and services.
Prepares and issues service instructions to various operating units based on client requests.
Ensures effective delivery of clients' monthly reports.
Works independently or with the Relationship Manager to ensure proper follow-through on client requests.
Performs reconciliation activities.
Serves as a mentor, coach, and teammate for other Client Service Administrators within the team.
Assists relationship managers with special projects, expediting transactions, troubleshooting and problem solving for client accounts.
Assists management with generating and monitoring internal reports to ensure timely and efficient progress.
Requirements
Bachelor’s degree (B.A.) from a four-year college or university; or 2-4 years of related experience and/or training; or equivalent combination of education and experience.
Ability to work in a fast-paced, high-pressure environment.
Must be oriented, demonstrate the ability to multi-task, and have excellent time management skills.
Excellent written and verbal communication skills.
Possess the ability to establish good personal and working relationships with internal partners.
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