Job Overview The Corporate Actions Specialist plays a critical role in managing the end-to-end processing of corporate action events. This position requires a candidate with an analytical mindset who is curious, detail-oriented, and capable of handling complex workflows. Ideal candidates will be eager to engage in diverse interactions across departments, leveraging both data interpretation skills and independent learning capabilities. Temporary roles often serve as a path to permanent opportunities, making this an excellent starting point for new graduates looking to develop their careers in a fast-paced, collaborative environment. Comprehensive training is provided, though a proactive approach to independent learning and problem-solving is essential. Qualifications: <ul> <li>Education: Required 4-year Bachelor's Degree </li><li>Career Path: Temporary roles serve as a feeder pool to permanent positions; candidates interested in full-time roles upon availability are preferred </li><li>Key Skills: <ul><li>Analytical mindset with a natural curiosity to ask questions </li><li>Strong judgment with the ability to interpret and analyze data </li></ul> </li><li>Experience: <ul><li>Professional experience is not mandatory; suitable for new graduates </li><li>Skills can be demonstrated through internships, teamwork, volunteering, and class projects </li></ul> </li><li>Learning Approach: <ul><li>Training and procedures provided with side-by-side support </li><li>Must be willing to learn independently, asking insightful questions due to the complexity of the work </li></ul> </li></ul>Job Duties and Responsibilities: <ul> <li>Corporate Actions: <ul><li>Validate and manage a range of simple to complex mandatory corporate actions </li><li>Perform end-to-end processing of corporate action events, including setup, validation, election, payment, and reconciliation </li></ul> </li><li>Collaboration: <ul><li>Engage with multiple departments and business units, such as Prime Brokerage, Financial Controllers, and Trading Desk </li><li>Respond to high volumes of diverse inquiries from various stakeholders and business units </li></ul> </li><li>External Relations: <ul><li>Interface with external corporate action data providers, counterparties, industry utilities, and third-party service providers </li></ul> </li><li>Process Optimization: <ul><li>Analyze daily workflows, technology platforms, and processes to identify areas for enhancement and improvement </li></ul> </li><li>System Testing: <ul><li>Participate in system testing to meet ongoing demands for expanded coverage and improved service </li></ul> </li></ul> Education: Bachelors Degree

<h3>Job Description</h3><div>Job Description<div>ob SummaryThe Estate & Inheritor Services Specialist is responsible for managing the seamless transition of assets for individual clients, focusing on inheritance and legacy transfers. As a Subject Matter Expert (SME), you will serve as a key resource for Wealth Management Clients, Financial Advisors, Client Service Associates, and Branch Management. Your primary role will involve facilitating the inheritance process, ensuring timely and accurate asset transfers, and providing exceptional service throughout the process.This position requires close collaboration with internal departments, using various systems and technology resources to support clients in a virtual branch environment. The ideal candidate will possess excellent relationship management skills, empathy, and the ability to navigate complex service requests with high attention to detail.Key Responsibilities<ol><li>Client Support & Relationship Management<ul><li>Provide dedicated one-on-one support to clients throughout the inheritance process, ensuring a smooth transition of assets.</li><li>Proactively communicate with clients and beneficiaries via phone and email, delivering high-level service, transparency, and empathy.</li><li>Set appropriate expectations with clients and beneficiaries in line with Service Level Agreements (SLAs), ensuring consistent follow-up and completion of requests.</li></ul></li><li>Process Management & Follow-Up<ul><li>Process client service requests and follow up to ensure timely resolution.</li><li>Monitor and document case load on a daily basis, utilizing various technology resources to ensure accuracy and efficiency.</li><li>Research and resolve client and service inquiries accurately and promptly, escalating issues when necessary.</li></ul></li><li>Customer Service Excellence<ul><li>Provide world-class customer service to both internal and external clients, ensuring satisfaction with every interaction.</li><li>Leverage systems to enter and document all case interactions, ensuring completeness and accuracy.</li></ul></li><li>Risk Mitigation & Compliance<ul><li>Apply Firm verification policies to avoid identity theft and fraudulent activity.</li><li>Stay current on SEC/FINRA regulations, compliance requirements, and internal guidelines to ensure risk mitigation in all transactions.</li><li>Ensure all actions are compliant with standards and best practices.</li></ul></li><li>Ad-Hoc Duties<ul><li>Assist with additional tasks as assigned, ensuring completion in line with team objectives.</li></ul></li></ol>QualificationsEducation & Experience<ul><li>Education: College degree preferred.</li><li>Experience: 3-4 years of financial services industry experience with a focus on client service, estate management, trusts, retirement plans, and asset distribution processes.</li></ul>Skills & Knowledge<ul><li>Core Skills:<ul><li>Basic clerical and administrative skills</li><li>Effective communication skills (both written and verbal)</li><li>Strong interpersonal and client service skills</li><li>Organizational skills and attention to detail</li><li>Ability to handle a high volume of requests in a fast-paced environment</li><li>Excellent follow-up skills to ensure timely completion of tasks</li></ul></li><li>Technical Skills:<ul><li>Proficiency in Microsoft Suite (Excel, Word, PowerPoint, Outlook)</li></ul></li><li>Additional Competencies:<ul><li>Self-motivated, able to work independently while being a strong team player</li><li>Ability to research and resolve problems efficiently, escalating when appropriate</li></ul></li></ul>Licensing Requirements<ul><li>Required:<ul><li>Series 7 and 66 licenses (or Series 63 and 65 licenses)</li><li>Candidates without the required licenses must obtain them within a specified period.</li></ul></li></ul>Benefits Info Pride Global offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.</div></div>

Pay Range - $20.00- $21.33 **This will be a hybrid role in office 3 days a week (M-W)** There will be a supplier call for this role. Any candidate submitted prior will be rejected Job Title: Temp; Escheatment Operations Description - External -Respond to and coordinate with clients/business areas in regarding returned mail inquiries -Respond to internal and external inquiries and ensure maintenance of SLAs -Work with clients or internal stakeholders as information is required or requested -Support the reconciling of unclaimed assets as needed -Work on assigned projects on an as-needed basis to support Escheatment Operations -Identify and escalate potential process anomalies to management in a timely manner Qualifications - External -Demonstrated experience identifying and addressing client needs: actively participating in discussions and meetings -Support a positive environment by balancing workloads while meeting client expectations; providing candid, meaningful feedback in a timely manner; and keeping management informed of progress and issues. -Ability to effectively present information and respond to questions from business areas, managers and clients. -Strong interpersonal and communication skills with the ability to establish excellent working relationships with internal business areas and clients. -Project management capabilities. -Strong critical thinking, organizational, and problem-solving skills. -Considerable technical skills, large data management processing, and MS Excel experience.

Annuity & Insurance Operations Service Associate Brokerage is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values by always keeping the client's interest first and giving back through investing in the future of our communities and our Firm. We encourage our employees to act with integrity, while leading with exceptional ideas. Brokerage can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Our DNA, our culture and our history are rooted in serving our clients. Team Profile: The Annuity & Insurance Operations group within the Brokerage Service Network (MSSN) provides operational and customer service support to Brokerage financial advisors and branch employees. The team responds to a variety of inquiries related to insurance licensing, product training and education, order entry support, and insurance policy maintenance. The team is responsible for providing a high level of service in supporting a wide range of systems, policies, and procedures. Primary Responsibilities: -Establish and maintain effective relationships in order to deliver world class service to our clients. -Handle inquiries by phone and cases from financial advisors and branch employees related to Insurance Licensing, Order Desk, and Policy Services. -Utilize online resources and tools to provide information and resolve issues while following established guidelines for service quality and one-call resolution. -Follow established procedures to route processing requests to the appropriate processing teams and to escalate inquiries for further research. -Meet team and department service goals established by MSSN management. Skills required: -Minimum 2 years' experience with at least 6-12 months experience in a call center or with phone interactions -Excellent listening and written and verbal communication skills -Desire to learn the insurance operations business and invest time and experience to develop expertise -Ability to learn quickly and apply knowledge to new situations -Ability to establish and maintain positive client relationships -Ability to diagnose and solve problems creatively -Ability to recognize and diffuse potential issues and/or difficult interactions -Ability to multitask Nesco Resource offers a comprehensive benefits package for our associates, which includes a MEC (Minimum Essential Coverage) plan that encompasses Medical, Vision, Dental, 401K, and EAP (Employee Assistance Program) services. Nesco Resource provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Annuity & Insurance Operations Service AssociateBrokerage is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values by always keeping the client's interest first and giving back through investing in the future of our communities and our Firm. We encourage our employees to act with integrity, while leading with exceptional ideas. Brokerage can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Our DNA, our culture and our history are rooted in serving our clients.Team Profile:The Annuity & Insurance Operations group within the Brokerage Service Network (MSSN) provides operational and customer service support to Brokerage financial advisors and branch employees. The team responds to a variety of inquiries related to insurance licensing, product training and education, order entry support, and insurance policy maintenance. The team is responsible for providing a high level of service in supporting a wide range of systems, policies, and procedures.Primary Responsibilities:-Establish and maintain effective relationships in order to deliver world class service to our clients.-Handle inquiries by phone and cases from financial advisors and branch employees related to Insurance Licensing, Order Desk, and Policy Services.-Utilize online resources and tools to provide information and resolve issues while following established guidelines for service quality and one-call resolution.-Follow established procedures to route processing requests to the appropriate processing teams and to escalate inquiries for further research.-Meet team and department service goals established by MSSN management.Skills required:-Minimum 2 years' experience with at least 6-12 months experience in a call center or with phone interactions-Excellent listening and written and verbal communication skills-Desire to learn the insurance operations business and invest time and experience to develop expertise-Ability to learn quickly and apply knowledge to new situations-Ability to establish and maintain positive client relationships-Ability to diagnose and solve problems creatively-Ability to recognize and diffuse potential issues and/or difficult interactions-Ability to multitaskNesco Resource offers a comprehensive benefits package for our associates, which includes a MEC (Minimum Essential Coverage) plan that encompasses Medical, Vision, Dental, 401K, and EAP (Employee Assistance Program) services.Nesco Resource provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

The Business Analyst will be responsible for supporting business operations related to returned mail inquiries, unclaimed assets, and escheatment processes. This role involves coordinating with clients and internal stakeholders, ensuring adherence to service level agreements (SLAs), and participating in special projects to improve operational efficiency. Key Responsibilities: <ul> <li>Respond to and coordinate returned mail inquiries from clients and business areas.</li> <li>Ensure all inquiries, both internal and external, are resolved while maintaining SLAs.</li> <li>Collaborate with clients and internal stakeholders to provide requested information.</li> <li>Assist in reconciling unclaimed assets and support Escheatment Operations as needed.</li> <li>Work on special projects assigned to enhance operational processes.</li> <li>Identify, escalate, and report potential process anomalies to management promptly.</li></ul> salary: $21.32 - $21.33 per hour shift: First work hours: 8 AM - 5 PM education: Bachelors Responsibilities -Respond to and coordinate with clients/business areas in regarding returned mail inquiries -Respond to internal and external inquiries and ensure maintenance of SLAs -Work with clients or internal stakeholders as information is required or requested -Support the reconciling of unclaimed assets as needed -Work on assigned projects on an as-needed basis to support Escheatment Operations -Identify and escalate potential process anomalies to management in a timely manner Skills<li>Business operations</li><li>Communication</li><li>Business Office</li> Qualifications<li>Years of experience: 2 years</li><li>Experience level: Experienced</li> Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status. At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com. Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility). This posting is open for thirty (30) days.

Business Analyst Jobs in South Jordan, UT

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Business Analyst Jobs in South Jordan, UT

Business Analyst IiiNovember 16, 2024

Business AnalystNovember 15, 2024

Business Analyst Ii Level 2UsdOctober 31, 2024

It Technical Project Managerbusiness AnalystOctober 30, 2024

Temp Technical Business Analyst Ii Level 2UsdOctober 29, 2024

Business AnalystOctober 28, 2024

Business AnalystOctober 26, 2024

Business Analyst IiOctober 25, 2024