Job Description
Overview A leading financial services organization is seeking an Operations Specialist – Corporate Actions (Income) to support the global processing, balancing, and reconciliation of custody positions related to dividend and interest income. This role plays a critical part in ensuring accurate client entitlements, timely issue resolution, and high‐quality client service while supporting operational controls and process improvement initiatives. This is a hybrid role with an initial 6‐month contract and the potential for extension. Responsibilities Collect and process global client dividend and interest income payments Verify payment information by validating advice received from local markets against client receivables Identify, repair, and resolve discrepancies impacting client income entitlements Determine when issues can be resolved internally versus escalated to sub‐custodians or depositories Escalate complex or high‐risk issues to management as appropriate Communicate professionally and constructively to resolve issues while minimizing risk and exposure Generate custody and operations system reports to support daily, weekly, and monthly management reporting Track and analyze trends in payment repairs at the event, sub‐custodian, and market levels Follow up on open items to ensure timely and accurate resolution while keeping clients informed Contribute to process improvement initiatives, including enhancements to straight‐through processing (STP) Support activities related to measuring and maintaining client service standards Develop an understanding of broader division goals and how individual responsibilities impact the firm Effectively utilize internal systems to support client servicing deliverables Collaborate within a team environment to meet deadlines in a high‐pressure setting Required Qualifications Bachelor’s degree (BA/BS) or equivalent relevant work experience Experience in operations, custody, corporate actions, or financial services processing Strong PC skills with proficiency in Microsoft Office (Excel, Word, PowerPoint) Ability to identify, analyze, escalate, and resolve issues independently Strong written and verbal communication skills Excellent time management, organizational skills, and attention to detail Ability to multitask and meet deadlines under pressure Team‐oriented mindset with a client‐service focus General internet and systems navigation proficiency