ApTask
About Client:
Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence in the financial industry.
The Client is committed to corporate responsibility and sustainability. It aims to make a positive impact on society through various initiatives, such as promoting environmental sustainability, supporting diversity and inclusion, and engaging in philanthropic activities.
Rate: $21.33/Hr
Job Description: Other Responsibilities and functions includes:
Risk analysis and mitigation Assisting in process improvement initiatives Process documentation Compilation and distribution of various management and regulatory reports Serve as a subject matter expert in regards to Corporate Actions on Equity and Fixed Income products for *** Wealth Management - Provide incoming phone calls and case management service support - The associate will ensure the timeliness and quality of Corporate Actions announcements and events (Mandatory, Voluntary, Income Processing, Class Actions and Proxy Voting) that generates appropriate bookkeeping entries for entitled holders, and reconciliation and resolution of residual differences Understand and concisely explain complex issues, and processes, such that stakeholders up and down the seniority chain are able to understand issues and processes. Skills Required:
Strong written and oral communication skills Strong interpersonal and client service skills using video and phone technologies Critical thinking and active learning: Ability to identify basic problems and establish new solutions. Data Integrity and Validation (ability to identify anomalies and potential risk) In addition, an individual should understand process drivers and elements of risk inherent to specific processes. Works to augment and enhance technical skills as needed. Client impact: An understanding of how an individual's processes impact the overall client experience. Provides input in defining client needs and implements solutions. Correspondence to client inquiries (both internal and external clients) occurs in a timely and professional manner Communication Skills: The ability to express ideas clearly, demonstrating the capacity to communicate effectively both verbally and in writing Efficiency, Ownership, and Teamwork: The ability to work independently and with a team to complete tasks in a timely and accurate manner, utilizing available tools to expedite the process in a telework and office environment Contribute analytical capability and/or knowledge and experience to problem resolution and idea generation Skills Desired:
Working knowledge of basic financial principles Exceptional client service skills and practices using telephony and other Firm technology Analytical skills with understanding of systems dependencies and downstream financial impact Top 3 Skills:
Strong written and oral communication skills Strong interpersonal and client service skills using computer (desktops) and telephone systems Critical thinking and active learning in a telework/remote or in an office environment with ability to work independently and take ownership of identifying basic problems and establish new solutions
Non-benefitted (other than those mandated under state or federal law).Please note that this position does not include paid time off benefits. ApTask offers subsidized insurance coverage to our employees.
About ApTask: ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-certified company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.
Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.
Candidate Data Collection Disclaimer: At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.
If you have any concerns or queries about your personal information, please feel free to contact our compliance team at businessexcellence@aptask.com
Applicant Consent: By submitting your application, you agree to ApTask's (www.aptask.com) Terms of Use and Privacy Policy, and provide your consent to receive SMS and voice call communications regarding employment opportunities that match your resume and qualifications. You understand that your personal information will be used solely for recruitment purposes and that you can withdraw your consent at any time by contacting us at 732-355-8000 or help@aptask.com. Message frequency may vary. Msg & data rates may apply.
Rate: $21.33/Hr
Job Description: Other Responsibilities and functions includes:
Risk analysis and mitigation Assisting in process improvement initiatives Process documentation Compilation and distribution of various management and regulatory reports Serve as a subject matter expert in regards to Corporate Actions on Equity and Fixed Income products for *** Wealth Management - Provide incoming phone calls and case management service support - The associate will ensure the timeliness and quality of Corporate Actions announcements and events (Mandatory, Voluntary, Income Processing, Class Actions and Proxy Voting) that generates appropriate bookkeeping entries for entitled holders, and reconciliation and resolution of residual differences Understand and concisely explain complex issues, and processes, such that stakeholders up and down the seniority chain are able to understand issues and processes. Skills Required:
Strong written and oral communication skills Strong interpersonal and client service skills using video and phone technologies Critical thinking and active learning: Ability to identify basic problems and establish new solutions. Data Integrity and Validation (ability to identify anomalies and potential risk) In addition, an individual should understand process drivers and elements of risk inherent to specific processes. Works to augment and enhance technical skills as needed. Client impact: An understanding of how an individual's processes impact the overall client experience. Provides input in defining client needs and implements solutions. Correspondence to client inquiries (both internal and external clients) occurs in a timely and professional manner Communication Skills: The ability to express ideas clearly, demonstrating the capacity to communicate effectively both verbally and in writing Efficiency, Ownership, and Teamwork: The ability to work independently and with a team to complete tasks in a timely and accurate manner, utilizing available tools to expedite the process in a telework and office environment Contribute analytical capability and/or knowledge and experience to problem resolution and idea generation Skills Desired:
Working knowledge of basic financial principles Exceptional client service skills and practices using telephony and other Firm technology Analytical skills with understanding of systems dependencies and downstream financial impact Top 3 Skills:
Strong written and oral communication skills Strong interpersonal and client service skills using computer (desktops) and telephone systems Critical thinking and active learning in a telework/remote or in an office environment with ability to work independently and take ownership of identifying basic problems and establish new solutions
Non-benefitted (other than those mandated under state or federal law).Please note that this position does not include paid time off benefits. ApTask offers subsidized insurance coverage to our employees.
About ApTask: ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-certified company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.
Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.
Candidate Data Collection Disclaimer: At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.
If you have any concerns or queries about your personal information, please feel free to contact our compliance team at businessexcellence@aptask.com
Applicant Consent: By submitting your application, you agree to ApTask's (www.aptask.com) Terms of Use and Privacy Policy, and provide your consent to receive SMS and voice call communications regarding employment opportunities that match your resume and qualifications. You understand that your personal information will be used solely for recruitment purposes and that you can withdraw your consent at any time by contacting us at 732-355-8000 or help@aptask.com. Message frequency may vary. Msg & data rates may apply.