Corporate Action Associate - Call Service / Case Team

Raymond James • Saint Petersburg, FL

3d • Hybrid

About The Position

This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in one of the following locations: Southfield, MI, St. Petersburg, FL, or Memphis, TN. We are seeking a Corporate Actions Associate to join our dynamic team within the financial services industry. This role plays a critical part in supporting our Call Service Team, which manages both Mandatory and Voluntary Corporate Actions. The associate will be responsible for ensuring timely and accurate processing of corporate action events, while delivering exceptional service to internal and external stakeholders.

Requirements

• Works at an intermediate level to monitor, interpret and understand policies and procedures and ensure their alignment with organizational strategies and work objectives. Typically works with guidance.
• Works at an intermediate level to plan, organize, prioritize and oversee activities to efficiently meet objectives. Typically works with guidance.
• Works at an intermediate level to review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required. Typically works with guidance.
• High School (HS) (Required)
• General Experience - 7 to 12 months

Responsibilities

• Provide operational support for corporate action events across Mandatory and Voluntary desks.
• Respond to inbound calls and inquiries from clients and internal teams, ensuring clear communication and resolution of issues.
• Review and process corporate action notifications, elections, and entitlements with precision and adherence to regulatory requirements.
• Collaborate with cross-functional teams to maintain service excellence and mitigate risk.
• Assist in identifying process improvements to enhance efficiency and client experience.
• Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
• Carry out operational tasks by following established processes. This will involve adjusting multiple settings or parameters to meet performance standards.
• Prepare routine letters, memoranda, reports, and similar documents following detailed instruction. This is likely to involve using the full range of functions within standard office software.
• Produce, update, and provide best practice support on Microsoft documents, databases, and other departmental systems. Tasks may include purchasing materials, entering budgetary information, and recording time and expenses

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees