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Raymond James · 1 day ago

Corporate Action Associate - Call Service / Case Team

Saint Petersburg, Florida - United States

Full-time

Hybrid

New Grad, Entry Level

0+ years exp

Raymond James is a financial services company seeking a Corporate Actions Associate to join their dynamic team. This role is essential for supporting the Call Service Team in managing both Mandatory and Voluntary Corporate Actions, ensuring timely and accurate processing while providing exceptional service to stakeholders.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

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