Blog

Answering email and phone inquiries may sound like ordinary, mundane job responsibilities. However, when the job directly affects millions of shareholders across a wide array of Fortune 1000 companies, it’s anything but ordinary. But it’s a challenge on which Keane’s Client Services Group (CSG) thrives.

Having served as a Client Services Manager for more than two years, I can attest that there is nothing typical about the day-to-day routine at Keane. A review of one recent day illustrates the wide assortment of interesting activities we handle:

• Brainstorming on how best to help an issuer’s un-exchanged shareholders avoid paying a European stamp duty (tax) when attempting to exchange their shares from an acquired company to the existing one.
• Developing Keane’s “Welcome Package” for two newly signed accounts. This information helps familiarize clients with the processes and services we provide.
• Discussing how to help Keane’s unclaimed property reporting clients reduce their escheatment costs – a task requiring precise and timely communication across Keane divisions.
• Coordinating delivery of a client’s data from their Transfer Agent to Keane through our secure Client Portal File Management system.

With each new day the group prepares to face a fresh set of events and client requests that will once again put us to the test. This is the life of the Client Services team at Keane - and it’s one that we enjoy.

For more information about ICRS, please contact Mark Sweatman at (610) 232-0745 or msweatman@keaneco.com.