Corporate Actions Senior Associate
About The Position
As a Senior Associate within the Operations and Service Group, you will provide superior service to our clients as part of the Corporate Actions Dividend team. The Dividend team is responsible for the allocation and reconciliation of dividend and interest distributions. The key function of this role is to ensure all distributions are processed timely and accurately, have the appropriate management oversight and are escalated as needed. Additional duties include assisting in project management responsibilities and partnering with the Client Service and Support teams. Individual is expected to be a key contributor to a positive and inclusive workplace environment and have a strong dedication to teamwork and shared success. Operations and Services Group (OSG) provides superior customer service support to Fidelity's brokerage businesses through innovation, dedication, and commitment to excellence. The OSG Corporate Action Dividend Team provides operational excellence across the firm to various lines of business within the company. Our greatest asset is our people.
Requirements
- Strong relationship building skills with a focus on our clients and internal business partners
- Initiative to tackle problems, improve processes and learn new functions
- Flexibility, adaptability, and a desire to work in a strong team-based environment
- Superior Customer Service skills
- Helping to develop and manage goals to effectively drive process and service improvement
- The ability to provide superior phone service to our clients in a fast-paced, time-sensitive environment
- Proficient in Excel
- 3 years of industry related experience in either a brokerage firm, bank, clearing firm or mutual fund company
Responsibilities
- allocation and reconciliation of dividend and interest distributions
- ensure all distributions are processed timely and accurately
- ensure appropriate management oversight
- escalate issues as needed
- assisting in project management responsibilities
- partnering with the Client Service and Support teams
- key contributor to a positive and inclusive workplace environment
- strong dedication to teamwork and shared success
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
