Asset Servicing Associate - Corporate Actions

Asset Servicing Associate – Corporate Actions

Russell Tobin's client is seeking an Asset Servicing Associate to support Corporate Actions operations within Brokerage Wealth Management. This role is responsible for ensuring the accuracy and timeliness of corporate action announcements and event processing for equity and fixed-income products. The ideal candidate has strong communication and client service skills, sound analytical judgment, and the ability to work independently while managing time-sensitive operational responsibilities.

Position Details

• Location: Baltimore, MD
• Pay Rate: $20–$21/hour
• Contract Length: 12 months
• Employment Type: Temp-to-perm
• Work Arrangement: Hybrid – 3 days onsite per week
• Schedule Flexibility: Must be able to work onsite 5 days per week if the firm implements a fully onsite policy in the future
• Education: Bachelor's degree required

What You'll Be Doing

• Support Corporate Actions processing for equity and fixed-income products within Brokerage Wealth Management.
• Review and ensure the accuracy and timeliness of corporate action announcements and events, including mandatory and voluntary events, income processing, class actions, and proxy voting.
• Ensure corporate action events generate accurate bookkeeping entries for eligible account holders.
• Reconcile and resolve residual differences, discrepancies, and processing issues.
• Provide phone and case management support for Financial Advisors, their support staff, and internal operational partners.
• Respond to internal and external client inquiries in a timely and professional manner.
• Identify operational risks, analyze potential issues, and support risk mitigation efforts.
• Participate in process improvement initiatives and maintain process documentation.
• Compile and distribute management and regulatory reports.
• Explain complex operational issues and processes clearly to stakeholders at various levels.
• Contribute to problem resolution, analytical reviews, and ideas that improve operational efficiency and the client experience.

What You Bring

• Bachelor's degree required.
• Strong written and verbal communication skills.
• Excellent interpersonal and client service skills, including experience using telephone and computer-based systems.
• Critical-thinking skills and the ability to identify problems, evaluate information, and develop practical solutions.
• Ability to work independently, take ownership of assignments, and manage priorities in a fast-paced environment.
• Strong attention to detail and ability to identify data anomalies and potential operational risks.
• Ability to collaborate effectively with internal teams and external clients.
• Flexibility to work effectively in both hybrid and fully onsite environments.

Preferred Qualifications

• Working knowledge of basic financial principles and financial markets.
• Previous experience in corporate actions, asset servicing, brokerage operations, or financial services.
• Familiarity with equity and fixed-income products and corporate action events.
• Strong analytical skills and an understanding of system dependencies and downstream financial impacts.
• Experience providing client service through telephone systems and other financial services technology.

PrideGlobal and it's affiliates offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, pet insurance and employee discounts with preferred vendors.

Equal Employment Opportunity

PrideGlobal and it's affiliates are an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

Fair Chance Employment

PrideGlobal and it's affiliates are a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances.

Accommodations

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.

Only applicable for San Francisco Candidates : Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation