Corporate Actions, Operations Associate 2-12
State Street
Montréal, QC
Job Description

Work in conjunction with individuals on the team as well as other Shared Services/COEs, outsource partners, Client Operations, other business units and external clients as needed to ensure seamless corporate action processing according to operational procedures and ensure all SLAs are met.

Day to Day Responsibilities

Responsible for identifying, translating and updating client elections to voluntary corporate actions to State Street’s Global Corporate Action system in accordance with operating procedures.
Follow up with clients and/or their investment manager on any client elections that cannot be properly validated and in situations where an election is missing.
Reconcile client election to middle office custodian records & submit to the market by the event deadlines.
Research and resolve exceptions, reconciliations, incorrect transactions and issues.
Receive and resolve inquiries in a timely and accurate manner and communicates effectively with clients when necessary.
Escalate unresolved issues to management as required.
Maintain knowledge of current operational procedures and processes.
Perform other duties as assigned.

  • Bachelor’s degrees or equivalent.
  • At least one year of financial services experience, preferably with accounting and custody exposure, and knowledge of financial market activities and transactions.
  • Strong customer service, communication, organizational and problem solving skills.
  • Must be able to prioritize activities and work well under pressure.
  • Excellent analytical and problem solving skills.
  • Excellent verbal and written communication skills.