Xerox Securities Custody Analyst in Quincy, Massachusetts
Xerox is the world's leading enterprise for business process and document management. Its services, technology, and expertise enable workplaces - from small businesses to large global enterprises - to simplify the way work gets done so they operate more effectively and focus more on what matters most: their real business. Xerox offers business process outsourcing and IT outsourcing services, including data processing, healthcare solutions, HR benefits management, finance support, transportation solutions, and customer relationship management services for commercial and government organizations worldwide. The company also provides extensive leading-edge document technology, services, software and genuine Xerox supplies for graphic communication and office printing environments of any size. Xerox serves clients in more than 160 countries. For more information, visit www.xerox.com at http://www.xerox.com/ , www.news.xerox.com at http://www.news.xerox.com/ , www.realbusiness.com at http://www.realbusiness.com/ or www.xerox.com/businessservices .
POSITION DESCRIPTION: Securities Custody Specialist
The Securities Custody Analyst provides detailed reviews for and assistant management of a limited number of assigned Unclaimed Property State Accounts by processing the receipt, retention, sale, tracking and reconciliation of unclaimed securities in full compliance with federal securities regulations and in accordance with all applicable unclaimed property laws and contractual obligations from specific state clients.
Monitors assigned number of Unclaimed Property portfolios - State Custody Contracts.
Monitors day-to-day operations of all transaction orders within assigned portfolio.
Handles all customer communications. Monitors proper execution of customer instructions.
Handles all telephone, fax and email communications from clients and securities transfer partners. Additional assistance provided to other team members as needed.
Performs account research related to inquires as instructed by clients.
Manages security account histories/certificate status research as needed: Handles research.
Maintains clear, open and respectful communications with state personnel, vendors and stock transfer agents.
Performs and develops accurate Entitlement Calculation spreadsheets as requested by clients.
Handles finances for all accounts within assigned portfolio, including invoicing and tracking receivables.
Continuously evaluates and identifies process improvements to day-to-day operations.
Creates and complies reports as requested by customers or management.
Improves customer service quality results by studying, evaluating, and re-designing processes; establishing and communicating service metrics; monitoring and analyzing results; implementing changes.
Assists with training and development new associates.
Prior experience in securities custody and mutual fund transaction management
Bachelor’s Degree in Business or equivalent work experience
Mastery of MS Word, Access and Excel
Strong interpersonal, organizational, communication skills
Ability to work well individually and within a team
A demonstrated “can-do” attitude
Detail focus yet able to provide strategic insight for day-to-day operations
Ability to converse readily with public and private sector customers
Solid customer service skills with supporting experience
Ability to prioritize, multi-task and meet/exceed deadlines and goals as assigned by management
Xerox is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, creed, religion, ancestry, national origin, age, gender identity, sex, marital status, sexual orientation, physical or mental disability, use of a guide dog or service animal, military/veteran status, citizenship status, basis of genetic information, or any other group protected by law. People with disabilities who need a reasonable accommodation to apply or compete for employment with Xerox may request such accommodation(s) by sending an e-mail to email@example.com . Be sure to include your name, the job you are interested in, and the accommodation you are seeking.
Job: Client Services
Organization: Public Sector BG Site
Title: Securities Custody Analyst
Requisition ID: 16029958
Virtual/work from home? No