Associate Customer Service Representative

Key Responsibilities: Provide operational support for corporate action events across Mandatory and Voluntary desks. Respond to inbound calls and inquiries from clients and internal teams, ensuring clear communication and resolution of issues. Review and process corporate action notifications, elections, and entitlements with precision and adherence to regulatory requirements. Collaborate with cross‑functional teams to maintain service excellence and mitigate risk. Assist in identifying process improvements to enhance efficiency and client experience. Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards. Carry out operational tasks by following established processes. This will involve adjusting multiple settings or parameters to meet performance standards. Prepare routine letters, memoranda, reports, and similar documents following detailed instruction. This is likely to involve using the full range of functions within standard office software. Produce, update, and provide best practice support on Microsoft documents, databases, and other departmental systems. Tasks may include purchasing materials, entering budgetary information, and recording time and expenses Skills: Works at an intermediate level to monitor, interpret and understand policies and procedures and ensure their alignment with organizational strategies and work objectives. Typically works with guidance. Works at an intermediate level to plan, organize, prioritize and oversee activities to efficiently meet objectives. Typically works with guidance. Works at an intermediate level to review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required. Typically works with guidance. #J-18808-Ljbffr