KBW Financial Staffing & Recruiting
Corporate Actions Specialist
KBW Financial Staffing & Recruiting, Boston, Massachusetts, us, 02298
Join to apply for the
Corporate Actions Specialist
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KBW Financial Staffing & Recruiting 4 days ago Be among the first 25 applicants Join to apply for the
Corporate Actions Specialist
role at
KBW Financial Staffing & Recruiting About The Firm
A well-established financial services firm in Boston, MA, is seeking a Corporate Actions Specialist to join their team. With a focus on delivering exceptional client service, the firm supports a wide range of financial operations, offering a dynamic environment for professionals passionate about accuracy and efficiency. Location:
Boston, MA – Hybrid schedule
Compensation:
$24/hr + OT
Type:
Temp to Perm
About The Firm
A well-established financial services firm in Boston, MA, is seeking a Corporate Actions Specialist to join their team. With a focus on delivering exceptional client service, the firm supports a wide range of financial operations, offering a dynamic environment for professionals passionate about accuracy and efficiency.
Role Overview
Join a collaborative team as a Corporate Actions Specialist, focusing on daily deliverables, process execution, and client communication. This role involves handling corporate actions, reconciling positions, and ensuring accurate client outcomes, with work thoroughly reviewed by senior team members. Busy season (April–June) may require up to 55–60 hours per week.
Key Responsibilities
Review and scrub announcements from market data vendors, company information, depositories, and agents. Input and process income and mandatory actions into the corporate actions platform. Identify complex events and collaborate with team members to resolve them. Process class action suits and client instructions through manual entry. Communicate uninstructed positions to clients daily via phone and written correspondence. Reconcile positions, receivables, and payables to ensure accurate client cash projections. Process payments and client account profile requests within the corporate actions platform. Participate in client presentations or calls, ensuring superior client service. Identify and resolve issues in a timely, professional manner, escalating as needed.
Qualifications
BA/BS degree or equivalent work experience. Demonstrated PC skills and ability to process transactions accurately. Strong verbal and written communication skills for professional client interactions. Excellent time management, organizational skills, and attention to detail. Ability to multitask and work effectively in a team environment. Problem-solving skills with the ability to escalate and resolve issues efficiently.
Why Join?
Work with a reputable financial services firm in a hybrid role, gaining hands-on experience in corporate actions while contributing to a client-focused team. This temp-to-perm opportunity offers competitive pay, overtime during peak seasons, and a pathway to grow within the organization.
How To Apply
Interested candidates should submit their resume to wcochran@kbwfinancial.com
KBW789
*MONKBW*
Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
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Corporate Actions Specialist
role at
KBW Financial Staffing & Recruiting 4 days ago Be among the first 25 applicants Join to apply for the
Corporate Actions Specialist
role at
KBW Financial Staffing & Recruiting About The Firm
A well-established financial services firm in Boston, MA, is seeking a Corporate Actions Specialist to join their team. With a focus on delivering exceptional client service, the firm supports a wide range of financial operations, offering a dynamic environment for professionals passionate about accuracy and efficiency. Location:
Boston, MA – Hybrid schedule
Compensation:
$24/hr + OT
Type:
Temp to Perm
About The Firm
A well-established financial services firm in Boston, MA, is seeking a Corporate Actions Specialist to join their team. With a focus on delivering exceptional client service, the firm supports a wide range of financial operations, offering a dynamic environment for professionals passionate about accuracy and efficiency.
Role Overview
Join a collaborative team as a Corporate Actions Specialist, focusing on daily deliverables, process execution, and client communication. This role involves handling corporate actions, reconciling positions, and ensuring accurate client outcomes, with work thoroughly reviewed by senior team members. Busy season (April–June) may require up to 55–60 hours per week.
Key Responsibilities
Review and scrub announcements from market data vendors, company information, depositories, and agents. Input and process income and mandatory actions into the corporate actions platform. Identify complex events and collaborate with team members to resolve them. Process class action suits and client instructions through manual entry. Communicate uninstructed positions to clients daily via phone and written correspondence. Reconcile positions, receivables, and payables to ensure accurate client cash projections. Process payments and client account profile requests within the corporate actions platform. Participate in client presentations or calls, ensuring superior client service. Identify and resolve issues in a timely, professional manner, escalating as needed.
Qualifications
BA/BS degree or equivalent work experience. Demonstrated PC skills and ability to process transactions accurately. Strong verbal and written communication skills for professional client interactions. Excellent time management, organizational skills, and attention to detail. Ability to multitask and work effectively in a team environment. Problem-solving skills with the ability to escalate and resolve issues efficiently.
Why Join?
Work with a reputable financial services firm in a hybrid role, gaining hands-on experience in corporate actions while contributing to a client-focused team. This temp-to-perm opportunity offers competitive pay, overtime during peak seasons, and a pathway to grow within the organization.
How To Apply
Interested candidates should submit their resume to wcochran@kbwfinancial.com
KBW789
*MONKBW*
Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Staffing and Recruiting Referrals increase your chances of interviewing at KBW Financial Staffing & Recruiting by 2x Get notified about new Corporate Action Specialist jobs in
Boston, MA . Client Service Business Analyst (Fund Accounting / Funds Management / Custodial Services / Investment Operations industry exp. is required)
Boston, MA $102,890.67-$139,637.34 1 month ago GTM Strategy and Operations Analyst - Commercial
Business Analyst - Eligibility - W2 only - Hybrid, MA
Business Analyst, Operational Excellence and Analytics
Boston, MA $120,000.00-$130,000.00 4 days ago Analyst - Global Fund Services Operations Service Delivery
Scientific Business Analyst, Scientific AI
Framingham, MA $120,000.00-$140,000.00 1 week ago Business Analyst with Healthcare Startup & EPIC Experience
Sr. HRIS Business Analyst, HR Strategic Initiatives
Boston, MA $80,000.00-$110,000.00 3 days ago Business Analyst - Research Informatics Operations
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr