Corporate Actions Sr Specialist
Corporate Actions Sr Specialist
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
As a Corporate Actions Specialist you will:
- Provide high value service to internal and external clients in an environment that promotes Bairds culture and the Operations mission and values statement.
- Handle advanced stages of assigned tasks and be able to process the full lifecycle of a Corporate Action.
- Complete crosstraining on various desk functions within the team.
- Ensure adherence to regulations Baird policies and department procedures and policies.
- Monitor exception reports pertinent to the status of ongoing activities and initiate corrective action as necessary.
- Answer and/or initiate Financial Advisor and Client Specialist inquiries involving a mix of both standard questions and issues involving additional research.
- Contribute to productivity efficiency and effectiveness improvements to drive exceptional client service and risk mitigation.
- Provide support to other Operations departments with projects and initiatives.
- Demonstrate understanding and knowledge of markets products processes regulations and systems required to deliver on business objectives.
- Resolve all discrepancies and ensure action is taken on everyday matters as well as inquiries from all external and internal clients.
- Involvement/leading projects: participates/initiates department projects such as system enhancements.
- Advanced technical skills: Proficient in utilizing DTC BETA and Excel
- Perform other duties as required.
What makes this opportunity great:
- Compelling career working sidebyside with the best in the business.
- Joining a well established team with a great deal of tenure at Baird.
- Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
- Position will be based in either Milwaukee WI or Louisville KY.
What we look for:
- Bachelors degree and 3 years related of experience in a financial services operations role is a plus.
- SIE and Series 99 within 120 days of hire if role processes cash or security movements.
- Proficiency with DTC and BETA is a plus.
- Proficiency and experience with Microsoft Office (Word Excel Outlook PowerPoint).
- Strong analytical skills with the ability to perform advanced problem solving.
- Ability to tolerate multiple assignments work under pressure and within deadlines and produce accurate results.
- Detail oriented with focus on accuracy.
- Superior organizational skills with the ability to prioritize monitor and complete multiple tasks or projects either independently or collaboratively within a team.
- Excellent written and verbal communication skills are a must with the ability to effectively relate to work in a teamoriented setting.
- Passion for providing highvalue client service.
- Ability to stay focused under pressure and to prioritize work in order to effectively manage time.
- Proven reliability in attendance and performance.
#DI
#LICM1
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race color religion sex pregnancy citizenship national origin age disability military service veteran status sexual orientation gender identity or expression genetic information or any other status protected by law.
Required Experience:
Senior IC
Employment Type
Full-Time
