Client Services Representative

• Answering shareholder inquiries made in writing or via email
• Performing account maintenance updates
• Drafting responses for escalated shareholder inquiries on behalf of the management team
• Forming letters advising the shareholder of additional information needed to complete requests
• 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
• Finishing correspondence research items, including identifying the root cause and reporting on the solution
• Drafting free-hand responses to inquiries or possible critical issues
• Making recommendations for form and process improvements
• May perform other duties/responsibilities as needed or assigned

Client Services Administrator – Shareholder Communication, Contract

Client Service Manager

Tax Supervisor I – Private Client Services

Senior Associate, Client Service Hub – Enterprise Sales Analytics

Senior Client Service Manager – VP