Corporate Actions Specialist
The Company:
A prominent fortune 500 financial services firm with a nationwide network of independent financial advisors. This company offers an extensive selection of investment products and services to individuals, businesses, and institutions, with a strong emphasis on utilizing innovation and technology to cultivate client relationships.
The Role:
Join a fast-paced investment operations team in a service-first role where you’ll be the voice financial advisors rely on. As a Corporate Actions Specialist, you will spend most of your day on inbound calls with advisors. You’ll answer questions, research complex situations, and deliver clear resolutions. You will also process corporate actions, dividends, and related investment transactions with a high level of accuracy. It’s an excellent opportunity for a polished, coachable customer service professional who wants to build a career in financial services.
Required Skills:
- Customer service experience in an inbound phone queue, handling phone and email with a polite, professional manner
- Excellent attention to detail and accuracy
- Proficiency in Microsoft Office Suite, especially Outlook and Excel
- Strong teamwork and collaboration skills
- Eagerness to learn and a coachable attitude
Nice to Have Skills:
- Financial services experience in brokerage, banking, or operations
- Processing or back-office operations background
- Experience running or maintaining Excel macros
- Familiarity with dividends, reorganizations, or securities reconciliation
- Experience with brokerage processing systems
Preferred Education and Experience:
- Associate or bachelor’s degree preferred
- Prior experience in a high-volume call center or client service environment
Take the next step in your financial services career—apply now to join a company that values talent, fosters growth, and offers excellent opportunities for advancement. We look forward to reviewing your application!
Equal Opportunity Employer:
Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.