Tailored Management
Position Title:
Business Analyst II Location:
1300 Thames Street, Harbor Point Phase I, Baltimore, MD 21230 Work Arrangement:
Hybrid (3 days in-office per week) Contract Length:
12 Months Pay Rate:
$21.34/hour Shift:
Standard Business Hours
Must be available to work 5 days per week onsite
in case of future return to fully in-office policy Bachelor's Degree Required
Top 3 Skills Required Strong written and oral communication skills Strong interpersonal and client service skills
using desktop systems and telephony Critical thinking and active learning , with the ability to work independently and take ownership of identifying issues and developing solutions Role Overview
The
Asset Servicing Associate
will act as a subject matter expert in
Corporate Actions
for Brokerage Wealth Management. This individual will play a vital role in ensuring
timeliness, quality, and accuracy
in corporate action announcements and the resolution of any related discrepancies.
You will support Financial Advisors, their teams, and internal stakeholders by offering clear explanations of complex processes, performing reconciliations, mitigating risk, and contributing to service excellence across Equity and Fixed Income products.
Primary Responsibilities
Ensure accurate and timely processing of
Corporate Actions announcements and events
(Mandatory, Voluntary, Income, Class Actions, Proxy Voting) Reconcile and resolve residual differences in event processing Provide
phone and case management support
to internal and external clients Perform
risk analysis and mitigation
for servicing functions Assist in
process improvement initiatives
and document current workflows Compile and distribute management and regulatory reports Clearly communicate complex processes across teams, including senior leadership Take full ownership of individual tasks while collaborating cross-functionally Required Qualifications & Skills
Excellent
written and verbal communication
skills Interpersonal/client service expertise
using telephony and collaboration technologies Strong
critical thinking and independent problem-solving
ability Proven experience ensuring
data integrity and validation
(detecting anomalies or risk) Understanding of
process drivers and risk
within operational workflows Awareness of
client impact
and a proactive approach to solutions Demonstrated
efficiency, accountability, and teamwork
in hybrid/remote settings Capable of contributing to
problem resolution and process enhancement Preferred Skills (Nice to Have)
Familiarity with
basic financial principles Prior experience supporting
Corporate Actions or Financial Advisors Analytical mindset
with knowledge of systems dependencies and downstream impact Strong comfort level with telephony tools, case systems, and Microsoft Office Suite
Should you accept an offer for an opportunity with this client, we do require a background check, fingerprinting, employment verification for the past 7 years and verification for your highest level of education completed. You may be required to provide documentation such as the staffing agency name(s), IRS Wage and Income Transcripts, or your diploma to help us verify this information.
#TMCS
Business Analyst II Location:
1300 Thames Street, Harbor Point Phase I, Baltimore, MD 21230 Work Arrangement:
Hybrid (3 days in-office per week) Contract Length:
12 Months Pay Rate:
$21.34/hour Shift:
Standard Business Hours
Must be available to work 5 days per week onsite
in case of future return to fully in-office policy Bachelor's Degree Required
Top 3 Skills Required Strong written and oral communication skills Strong interpersonal and client service skills
using desktop systems and telephony Critical thinking and active learning , with the ability to work independently and take ownership of identifying issues and developing solutions Role Overview
The
Asset Servicing Associate
will act as a subject matter expert in
Corporate Actions
for Brokerage Wealth Management. This individual will play a vital role in ensuring
timeliness, quality, and accuracy
in corporate action announcements and the resolution of any related discrepancies.
You will support Financial Advisors, their teams, and internal stakeholders by offering clear explanations of complex processes, performing reconciliations, mitigating risk, and contributing to service excellence across Equity and Fixed Income products.
Primary Responsibilities
Ensure accurate and timely processing of
Corporate Actions announcements and events
(Mandatory, Voluntary, Income, Class Actions, Proxy Voting) Reconcile and resolve residual differences in event processing Provide
phone and case management support
to internal and external clients Perform
risk analysis and mitigation
for servicing functions Assist in
process improvement initiatives
and document current workflows Compile and distribute management and regulatory reports Clearly communicate complex processes across teams, including senior leadership Take full ownership of individual tasks while collaborating cross-functionally Required Qualifications & Skills
Excellent
written and verbal communication
skills Interpersonal/client service expertise
using telephony and collaboration technologies Strong
critical thinking and independent problem-solving
ability Proven experience ensuring
data integrity and validation
(detecting anomalies or risk) Understanding of
process drivers and risk
within operational workflows Awareness of
client impact
and a proactive approach to solutions Demonstrated
efficiency, accountability, and teamwork
in hybrid/remote settings Capable of contributing to
problem resolution and process enhancement Preferred Skills (Nice to Have)
Familiarity with
basic financial principles Prior experience supporting
Corporate Actions or Financial Advisors Analytical mindset
with knowledge of systems dependencies and downstream impact Strong comfort level with telephony tools, case systems, and Microsoft Office Suite
Should you accept an offer for an opportunity with this client, we do require a background check, fingerprinting, employment verification for the past 7 years and verification for your highest level of education completed. You may be required to provide documentation such as the staffing agency name(s), IRS Wage and Income Transcripts, or your diploma to help us verify this information.
#TMCS