Job ID #: 81213
Work Location: Edgewood, NY/Hybrid
Summary:
This is a seasonal contract role expected to last through June 2025.We are made up of high-performing teams that meet in person to learn and collaborate as needed. This role is considered hybrid, which means you’ll be assigned to a client office and given the flexibility to work remotely.
Responsibilities:
- Works with ShareLink/Streetlink client base to efficiently plan proxy and interim distributions for registered and beneficial shareholder bases
- Provide timely and accurate updates to clients regarding mailing status, voting, and other inquiries and issues that may arise during the project
- Partners with other CCS team members, as well as other departments, to continually add efficiency to the Streetlink and ShareLink processes as well as to increase client satisfaction
- Appropriately communicates and escalates external client concerns to avoid unnecessary personal and client anxiety
- Updates and monitors internal reports to ensure each campaign’s timely and efficient progress
- Supports and contributes to the client culture by maintaining and permeating an above-the-line attitude
Qualifications:
- 4 – 5 years’ experience with project or relationship management within proxy/financial services environment with resultant knowledge of the securities industry and related products preferred
- Strong Client Services background
- Excellent written and verbal communication and listening skills
- Excellent ability to understand the scope of each project, prioritize tasks, and effectively manage time
- Education and/or experience equivalent to a BS degree in Business Administration
- Proficiency in Microsoft Excel and Word and working knowledge of Access
Pay Range: $28-33