Job#: 3040343

Job Description:

Corporate Actions Specialist

Financial Services Company

6+ month contract, potential to extend - W2 contract (can not work C2C)

Hybrid schedule, 3x/week onsite in Tempe, AZ

Shift Schedule: Monday-Friday 7:30am-4:30pm PST

Pay Rate: $20.00-26.00/hr

Requirements:

• Strong client-facing/customer service background with high-volume phone support experience
• Ability to research and resolve discrepancies while maintaining a high level of accuracy
• Strong attention to detail when reviewing forms, documentation, and operational transactions
• Excellent communication skills
  • Ability to provide factual guidance without offering financial advice
  • Ability to ask for help/support when needed
• Patience, adaptability, and professionalism when supporting advisors and internal partners
• Proficiency with MS Office (especially Excel), Teams, and ability to learn new systems quickly
• Banking/Financial Services industry experience
  • Ideally financial call center, operations, brokerage, banking, or securities industry

Desired Skills (not required):

• Call center environment experience
• Previous CXOne experience
• Broker dealer experience in the operations area

Project Details:

• Provide inbound phone support to advisors and internal service teams
• Review and process forms and documentation
• Research and resolve operational issues and discrepancies
• Support proxy shareholder communications and voting preferences
• Process and validate cash and securities transactions
• Review operational reports and exception queues
• Handle dividend-related activity, reversals, reinvestments, and adjustments
• Serve as subject matter expert for proxy communications and reorganization events 

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policy

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

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