Corporate Actions Senior Associate jobs in United States
cer-icon
Apply on Employer Site
company-logo

Fidelity Bank ยท 1 month ago

Corporate Actions Senior Associate

Fidelity Bank is part of National Financial Services LLC, seeking a Senior Associate for the Operations and Service Group. This role involves providing superior service in the Corporate Actions Dividend team, ensuring timely and accurate processing of distributions, and collaborating with various teams to enhance service quality.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
badNo H1Bnote

Responsibilities

Provide superior service to our clients as part of the Corporate Actions Dividend team
Ensure all distributions are processed timely and accurately
Have the appropriate management oversight and are escalated as needed
Assisting in project management responsibilities
Partnering with the Client Service and Support teams
Be a key contributor to a positive and inclusive workplace environment
Have a strong dedication to teamwork and shared success

Qualification

Customer ServiceExcelProcess ImprovementRelationship BuildingIndustry ExperienceTeamworkAdaptabilityProblem SolvingProject Management

Required

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

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

Company

Fidelity Bank

twittertwittertwitter
company-logo
Fidelity Bank is a commercial bank providing services financial sercvices.

Funding

Current Stage
Late Stage
Total Funding
unknown
2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase