ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:
Prepares and issues service instructions to various operating units based on clients' requests
Ensures timely receipt, from the appropriate sources, of information, raw material and other inputs needed to successfully execute clients' services
Maintains functional knowledge of Computershare's processes, systems and products
Ensures effective delivery of clients' MIS reports
Resolves client issues and conducts research by working directly with other functional units
Intercedes and resolves client or shareholder inquires quickly and accurately
Works either independently or with the Relationship Manager to ensure proper follow-through on clients' requests
Ensures timely funding of services (i.e. dividends and advance postage)
Performs reconcilement activities
Serves as a mentor, coach, and team mate for other Client Service Administrators within the team
Assists clients with special projects, expediting transactions, troubleshooting, problem solving, and servicing of all clients' shareholder accounts
In concert with the Relationship Managers, strives toward meeting annual revenue targets
Attends client annual meetings, closings, and account planning sessions with Relationship Managers as required.
EDUCATION and/or EXPERIENCE
Associates degree from a two year college or university; or two to five years related experience and/or training; or equivalent combination of education and experience.
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, etc.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Working knowledge of Microsft Office Suite (Excel, Word) and the ability to learn propreitary software applications.