Client Services Administrator - Hybrid 3days WFH, 2days Remote

Job Description

Job Description

Client Location: Edgewood , NY Hybrid

Expected Duration: 6 +Months

Anticipated Start Date: ASAP

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

 

Qualifications:

• Very detail oriented, ability to multi-task, and excellent time management and follow-up skills, along with strong organizational skills

• Solid writing skills (and willingness to submit a sample)

• Ability to think critically and interpret requests received from co-workers, clients, and shareholders, as well as identify errors

• Bachelors degree preferred, but not required

• General typing and computer skills, with experience in Microsoft Word, Excel, Outlook, and Internet Explorer

Ability to work as a team with multiple persons or groups to build a common and satisfactory response to shareholder inquiries

Company Description

About BCforward:

Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.

BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work.

BCforward is an equal opportunity employer.

Company Description

About BCforward:\r\n\r\nFounded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.\r\n\r\nBCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work.\r\n\r\nBCforward is an equal opportunity employer.