Stockholder Services Department Support Specialist
Publix
Lakeland, Florida
Posted 6 days ago
Qualifications
Education
High School Diploma or equivalent experience
Responsibilities
Primary Duties
- Receiving, analyzing, processing and responding to requests and inquiries made to Publix's internal registrar and transfer agent for transactions and inquiries involving Publix common stock (i.e., purchases, redemptions, transfers, gifts, dividends and changes in registration) in accordance with administrative policies, procedures, SEC requirements and applicable state law.
- Providing premier customer service to visiting associates, stockholders and related parties who are contemplating or requesting stock transactions and to telephone customers as a backup to the Stock Programs Customer Service Agents during peak call volumes.
- Assisting in various projects throughout the year as assigned by the Director of Stock Programs or Stockholder Services Manager or Supervisor.
Experience Requirements
Required
2 years' experience in a customer service field
2 years of experience
Required Skills
Technical Skills
Working knowledge of the Stock Management SystemHOSTPayPilotSAPvarious Access databasesWorking knowledge of Microsoft suite of applications
Soft Skills
Ability to be customer service-focusedStrong verbal and written communication skills, including interpersonal skillsStrong analytical skills with attention to detailStrong ability to multi-taskEmpathetic listeningProfessional communications etiquetteAbility to handle conflictStrong organization and time management skillsStrong teamwork skillsSound decision making skillsProblem mitigation/resolution skillsAbility to work independently and take initiative to complete tasksAbility to respond to associates with high degree of discretionAbility to demonstrate a high level of maturity and tactWillingness to work a flexible scheduleMust have good punctuality and attendance
Full Job Description
Stockholder Services Department Support Specialist
Responsibilities include:
Required qualifications:
Preferred qualifications:
Responsibilities include:
- Receiving, analyzing, processing and responding to requests and inquiries made to Publix's internal registrar and transfer agent for transactions and inquiries involving Publix common stock (i.e., purchases, redemptions, transfers, gifts, dividends and changes in registration) in accordance with administrative policies, procedures, SEC requirements and applicable state law.
- Providing premier customer service to visiting associates, stockholders and related parties who are contemplating or requesting stock transactions and to telephone customers as a backup to the Stock Programs Customer Service Agents during peak call volumes.
- Assisting in various projects throughout the year as assigned by the Director of Stock Programs or Stockholder Services Manager or Supervisor.
Required qualifications:
- High School Diploma or equivalent experience.
- 2 years' experience in a customer service field.
- Working knowledge of the Publix stock programs, including but not limited to, ensuring administrative policies, procedures, SOX controls are followed and processes are completed timely in compliance with plan documents, and regulations issued by the SEC and the IRS.
- Basic knowledge of financial principles.
- Knowledge of Publix culture, history and philosophy.
- Knowledge and understanding of Publix and department policies and procedures.
- Knowledge of external and internal department processes.
- Working knowledge of the Stock Management System, HOST, PayPilot, SAP and various Access databases.
- Working knowledge of Microsoft suite of applications.
- Knowledge of Continuous Quality Improvement (CQI) Methodology.
- Ability to be customer service-focused.
- Strong verbal and written communication skills, including interpersonal skills.
- Strong analytical skills with attention to detail.
- Strong ability to multi-task.
- Empathetic listening.
- Professional communications etiquette.
- Ability to handle conflict.
- Strong organization and time management skills.
- Strong teamwork skills.
- Sound decision making skills.
- Problem mitigation/resolution skills.
- Ability to work independently and take initiative to complete tasks.
- Ability to respond to associates with high degree of discretion.
- Strong technical skills.
- Research skills.
- Ability to demonstrate a high level of maturity and tact.
- Willingness to work a flexible schedule.
- Must have good punctuality and attendance.
- This position handles calls from a diverse group of associates. Therefore, it may be helpful for a person in this position to be bilingual.
Preferred qualifications:
- Associate's Degree in Business.
- 2 years' experience in a call center environment, transfer agent and/or an employee benefits administration department OR
- 2 years' experience with Publix retail.
How to Apply
Publix
About
Founded in 1930 in Florida, Publix is an employee-owned supermarket chain with over 1,300 locations in the U.S. Careers include store associates, bakers, and corporate roles. Fun fact: Publix is consi...
