As a Corporate Actions Associate III, one of your core responsibilities will be to the processing of all DWAC's for voluntary corporate action instructions, conversions, and corporate buybacks. This position also assists with inquiries from the field via salesforce and phone calls.

• Assists clients with DWAC related transactions.
• Responds to client inquiries regarding DWAC's, optional dividend reversals, and PREM via phone or email.
• Provide customer service support to US Wealth Management, and Custody and Clearing Advisors for corporate action related inquiries and escalations.
• Resolves complaints from clients pertaining to banking services and provides follow-up calls when necessary.
• Keeps records of all customer interactions, including inquiries, DWAC's, and actions taken, etc., as well as banking service transactions performed.

• High school diploma or equivalent plus two years of work-related experience
• Ability to handle multiple deadlines throughout the day, process daily tasks quickly and efficiently and respond to client queries promptly.
• Excellent communication and customer service skills with the ability to efficiently work with a variety of personalities.
• Excellent organizational, and time management skills with keen attention to detail.
• Ability to maintain high quality of work and superior client service, while enforcing regulations

Nice-To-Have

• Bachelor's degree with emphasis on finance or equivalent work experience.
• Ability to research data for errors or inconsistencies for problem resolution.
• Knowledge of securities industry

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business

WMUS

Job Skills

Additional Job Details