Responsibilities - Reconcile and pay cash and stock dividends for multiple clients - Reconcile open items and ensure timely action on receivables, including claims and agent related payments - Calculate and submit foreign tax (EDS) elections in DTC - Respond to customer email inquiries and assist with answering client phone calls - Advance issues in timely to manner - Contribute to process improvement activities. - Adhere to client service level agreements (SLAs) - Strict observance of daily checklists and risk controls
Qualifications - 0-3 years of relevant experience - Ability to handle time effectively and clearly prioritize tasks - A self-starter with experience utilizing the Microsoft Office tools
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- Ability to stay calm and logically work through problems/issues as they arise, often under tight deadlines - Customer service oriented, able to handle multiple tasks at a time
Job ID: Employment Type: Other
Perks and Benefits
Health and Wellness
Health Insurance
Dental Insurance
Vision Insurance
FSA
FSA With Employer Contribution
HSA
HSA With Employer Contribution
Life Insurance
Short-Term Disability
Long-Term Disability
Fitness Subsidies
Pet Insurance
Mental Health Benefits
Parental Benefits
Family Support Resources
Birth Parent or Maternity Leave
Non-Birth Parent or Paternity Leave
Adoption Leave
Fertility Benefits
Work Flexibility
Flexible Work Hours
Remote Work Opportunities
Hybrid Work Opportunities
Work-From-Home Stipend
Office Life and Perks
Commuter Benefits Program
Casual Dress
Happy Hours
Company Outings
On-Site Cafeteria
Holiday Events
Vacation and Time Off
Paid Vacation
Paid Holidays
Personal/Sick Days
Leave of Absence
Volunteer Time Off
Unlimited Paid Time Off
Financial and Retirement
401(K)
401(K) With Company Matching
Performance Bonus
Financial Counseling
Relocation Assistance
Professional Development
Tuition Reimbursement
Promote From Within
Mentor Program
Access to Online Courses
Lunch and Learns
Leadership Training Program
Internship Program
Diversity and Inclusion
Founder led
Woman founded/led
Black founded/led
Latinx founded/led
Asian founded/led
Diversity, Equity, and Inclusion Program
Company Videos
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