Asset Servicing - Corporate Actions

The Asset Servicing Associate serves as a subject matter expert in regards to Corporate Actions for Brokerage Wealth Management. Ensuring the timeliness and quality of Corporate action announcements and reconciliation and resolution of residual differences. The role involves risk analysis and mitigation, process improvement initiatives, process documentation, and compilation and distribution of various management and regulatory reports. This role provides incoming phone calls and case management service support. The associate will ensure the timeliness and quality of Corporate Actions announcements and events that generates appropriate bookkeeping entries for entitled holders, and reconciliation and resolution of residual differences. An individual is expected to understand process drivers and elements of risk inherent to specific processes, augmenting and enhancing technical skills as needed. The client impact understanding is expected, providing input in defining client needs and implementing solutions. Communication skills are essential, expressing ideas clearly both verbally and in writing, with efficiency, ownership, and teamwork.