Summary
Overview
Work History
Education
Skills
Timeline
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Mariah Carter

West Islip,NY

Summary

Diligent Account Services professional with 3+ years of experience supporting client communications and service delivery within Broadridge’s transfer agency environment. Proven ability to manage high-volume client requests, track deadlines, ensure SLA compliance, and act as a liaison across internal teams to deliver accurate, timely, and value-added client solutions. Detail-oriented, analytical, and highly collaborative.

Overview

8
8
years of professional experience

Work History

Account Service Representative

Broadridge Financial Solutions
Edgewood, NY
09.2021 - Current
  • Support client and shareholder communications by processing 200–300 account service requests weekly, ensuring accuracy, clarity, and compliance with SLAs.
  • Serve as a liaison between internal departments and requestors to ensure communications are clear, concise, and actionable.
  • Assist onboarding-related activities by validating documentation and authorizations within timelines.
  • Track service requests, deadlines, and case progress using WorkFlow and Transtar.
  • Draft professional confirmation and rejection correspondence.
  • Index and distribute high-volume inbound emails/faxes for DWAC orders, corporate actions, and sale requests.
  • Recognized with 50+ ACE Awards.

Customer Service Representative

GEICO
Woodbury, NY
04.2021 - 08.2021
  • Delivered frontline support via phone and email, addressing policy, billing, and transaction inquiries.
  • Resolved complex issues and managed multiple inquiries simultaneously.

Sales Associate

MUJI
Williamsburg, NY
05.2018 - 04.2021
  • Supported customer needs through clear communication.
  • Maintained accurate inventory records.
  • Executed visual merchandising to increase weekly sales.

Education

Bachelor of Arts - Psychology

University at Albany – SUNY

Skills

  • Transfer Agency & Shareholder Services
  • Cross-Functional Liaison (Internal Teams)
  • Data Tracking, Reporting & Audit Support
  • Deadline & Filing Management
  • Regulatory Compliance & Policy Adherence
  • Case Management (WorkFlow, Transtar)
  • Process Improvement & Operational Efficiency
  • Excellent Written & Verbal Communication
  • Microsoft Office (Excel, Word, Outlook)
  • Strong interpersonal skills
  • Problem-solving skills
  • Time management

Timeline

Account Service Representative

Broadridge Financial Solutions
09.2021 - Current

Customer Service Representative

GEICO
04.2021 - 08.2021

Sales Associate

MUJI
05.2018 - 04.2021

Bachelor of Arts - Psychology

University at Albany – SUNY

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Mariah Carter