Ops Specialist-CA Income (BOS)

Overview

A leading financial services organization is seeking an Operations Specialist – Corporate Actions (Income) to support the global processing, balancing, and reconciliation of custody positions related to dividend and interest income. This role plays a critical part in ensuring accurate client entitlements, timely issue resolution, and high‐quality client service while supporting operational controls and process improvement initiatives.

This is a hybrid role with an initial 6‐month contract and the potential for extension.

Responsibilities

• Collect and process global client dividend and interest income payments
• Verify payment information by validating advice received from local markets against client receivables
• Identify, repair, and resolve discrepancies impacting client income entitlements
• Determine when issues can be resolved internally versus escalated to sub‐custodians or depositories
• Escalate complex or high‐risk issues to management as appropriate
• Communicate professionally and constructively to resolve issues while minimizing risk and exposure
• Generate custody and operations system reports to support daily, weekly, and monthly management reporting
• Track and analyze trends in payment repairs at the event, sub‐custodian, and market levels
• Follow up on open items to ensure timely and accurate resolution while keeping clients informed
• Contribute to process improvement initiatives, including enhancements to straight‐through processing (STP)
• Support activities related to measuring and maintaining client service standards
• Develop an understanding of broader division goals and how individual responsibilities impact the firm
• Effectively utilize internal systems to support client servicing deliverables
• Collaborate within a team environment to meet deadlines in a high‐pressure setting
  
  

Required Qualifications

• Bachelor’s degree (BA/BS) or equivalent relevant work experience
• Experience in operations, custody, corporate actions, or financial services processing
• Strong PC skills with proficiency in Microsoft Office (Excel, Word, PowerPoint)
• Ability to identify, analyze, escalate, and resolve issues independently
• Strong written and verbal communication skills
• Excellent time management, organizational skills, and attention to detail
• Ability to multitask and meet deadlines under pressure
• Team‐oriented mindset with a client‐service focus
• General internet and systems navigation proficiency