Manager leading the design and support of Sales Operations CRM/PRM projects at Ricoh. Responsible for system administration and cross - functional collaboration to enhance dealer business technology.
About the role
- Asset Servicing Analyst managing Corporate Action events for clients at Citi. Collaborating across departments and ensuring proper execution of client votes and processes.
Responsibilities
- Manage reconciling and processing positions related to Corporate Action events
- Reviews all Corporate Action/Proxy events received and ensures detailed understanding and processing requirements
- Liaise with all units and departments relating and impacting clients on Corporate Action Proxy items
- Pro-actively reconciles instructions versus eligible holders and executes client votes
- Researches and resolves all discrepancies within department standards
- Reviews and updates all processes and procedures timely and accurately
- Identifies and reports any gaps/system enhancement
- Participates in all testing and successful implementations
- Escalates issues to management, participates in cross-training activities and all other job duties as assigned
Requirements
- Relevant Degree or equivalent experience
- Knowledge of multiple types of investment instruments including: Equity securities, Fixed Income and Asset Backed securities
- Proficient in MS Office (Excel, Word, Access- is desired)
- Proven success as a team player
Benefits
- health advocates
- access to telehealth options
- confidential counseling
- learning and development resources
- Paid Parental Leave Policy
- resources for physical and mental well-being
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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