TRAILD is hiring an Asset Servicing Associate to serve as a subject matter expert for Corporate Actions within Brokerage Wealth Management. In this role, you will be responsible for the timeliness and quality of announcements and events, while providing exceptional service to Financial Advisors and operational partners.
What You'll Do
- Ensure timeliness and quality of Corporate Action announcements.
- Perform reconciliation and resolution of residual differences.
- Serve as a subject matter expert for Corporate Actions on Equity and Fixed Income products.
- Provide incoming phone calls and case management service support.
- Process Corporate Actions announcements and events including Mandatory, Voluntary, Income Processing, Class Actions, and Proxy Voting, generating appropriate bookkeeping entries.
- Understand and concisely explain complex issues and processes to stakeholders.
- Conduct risk analysis and mitigation.
- Assist in process improvement initiatives.
- Create and maintain process documentation.
- Compile and distribute various management and regulatory reports.
- Correspond to client inquiries (internal and external) in a timely and professional manner.
- Contribute analytical capability and/or knowledge to problem resolution and idea generation.
What We're Looking For
- Bachelor's Degree Required.
- Strong written and oral communication skills.
- Strong interpersonal and client service skills using computer (desktops) and telephone systems.
- Critical thinking and active learning with ability to work independently and take ownership.
- Ability to identify basic problems and establish new solutions.
- Data Integrity and Validation (ability to identify anomalies and potential risk).
- Understanding of process drivers and elements of risk inherent to specific processes.
- Understanding of how individual processes impact the overall client experience.
- Ability to work independently and with a team to complete tasks in a timely and accurate manner in a telework and office environment.
Nice to Have
- 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.
Work Mode
This is a hybrid role based at E Baltimore St, Baltimore, MD 21231, USA.
All your information will be kept confidential according to EEO guidelines.



