CCI (Financial Client)

- Currently hybrid (3 days per week on site) but must be available to work 5 days per week in-office, in case of future return to fully onsite policy BACHELOR'S REQUIRED Top 3 Skills: - Strong written and oral communication skills - Strong interpersonal and client service skills using computer (desktops) and telephone systems - Critical thinking and active learning in a telework/remote or in an office environment with ability to work independently and take ownership of identifying basic problems and establish new solutions The Asset Servicing Associate serves as a subject matter expert in regards to Corporate Actions. Ensure timeliness and quality of Corporate action announcements; reconciliation and resolution of residual differences. Applicants should have the ability and drive to provide exceptional service for Financial Advisors, their Support staff, and other Operational counterparts. Other responsibilities and functions includes: - Risk analysis and mitigation - Assisting in process improvement initiatives - Process documentation - Compilation and distribution of various management and regulatory reports - Serve as a subject matter expert in regards to Corporate Actions on Equity and Fixed Income products - Provide incoming phone calls and case management service support - The associate will ensure the timeliness and quality of Corporate Actions announcements and events (Mandatory, Voluntary, Income Processing, Class Actions and Proxy Voting) that generates appropriate bookkeeping entries for entitled holders, and reconciliation and resolution of residual differences - Understand and concisely explain complex issues, and processes, such that stakeholders up and down the seniority chain are able to understand issues and processes.