• Client Service Administrator

    US Tech Solutions (Brentwood, NY)


     

    Duration: 11 months contract (With possible extension)

    Job Description:

    The role of a Client Project Administrator - Client Service Administrator (CSA) is to work closely and provide high levels of support to Transfer Agency relationship managers and members of the management team. The CSA will perform research and analysis and/or manage client activities. Daily tasks include running reports, monitoring and escalating DWAC transfers, analyzing and preparing summaries of purchase details, tracking shares movements, managing client dividends, completing audit confirms and responding to RM and client correspondence. Attention to detail and the ability to track and follow up on client actions is critical for success in this position. Candidate must be a skilled communicator, both verbal and written, thrive in a fast-paced team environment with the ability to multitask, work independently, prioritize, and meet deadlines as assigned.

    Job 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.

    + Maintain an equitable and inclusive environment and culture in which every associate feels connected to our organization.

    + Expected to work within our Connected Workplace environment through our hybrid work model.

    Job Qualifications:

    + 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.

    About US Tech Solutions:

    US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com (http://www.ustechsolutionsinc.com/) .

     

    US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.