Corporate Actions Specialist – Process & Client Enablement

Dexian; Castle Shannon (Allegheny County); On-site; USD 60,000 - 90,000; Full time

Job summary

Dexian is seeking a Corporate Actions II professional to manage initiation, processing, and maintenance of moderately complex corporate actions and dividends across financial products. You will support client inquiries, ensure accurate processing, and maintain thorough documentation.

You will also contribute to client onboarding, drive process improvements, and provide technical guidance, referring more complex issues to senior staff as needed.

Qualifications

• Bachelor's degree (preferred).
• Experience in financial services processing, specifically in corporate actions (preferred).
• Relevant local or regional licenses or certifications as required for the role.

Responsibilities

• Initiate, process, and maintain corporate actions and dividends for relevant products, handling moderate complexity.
• Support and resolve basic client inquiries and requests related to corporate actions.
• Assist colleagues with more complex client requests and issues.
• Reconcile client holdings with agent holdings to ensure transaction accuracy.
• Maintain all necessary documentation and records within event files.
• Contribute to client onboarding, system releases, and ongoing process improvement initiatives.
• Provide technical assistance to team members and determine when issues need escalation.
• Uphold high standards of work quality and completeness.

Skills

Corporate actions

Client inquiries

Detail oriented

Independent worker

Education

Bachelor's degree (preferred)

Job description

Dexian is seeking a Corporate Actions II professional to manage initiation, processing, and maintenance of moderately complex corporate actions and dividends across financial products. You will support client inquiries, ensure accurate processing, and maintain thorough documentation.

You will also contribute to client onboarding, drive process improvements, and provide technical guidance, referring more complex issues to senior staff as needed.