Aaron Bates

• Processing all mandatory corporate actions ( reverse stock splits, reorganizations, mergers, maturities, exchanges, interest payments) on global custody accounting system
• Manage Corporate Actions Escalations related to internal and external stakeholders
• Daily reconciliation of internal company accounts to verify corporate actions were processed correctly.
• Liaise with custodians, brokers, and other external parties to confirm corporate action details and instructions, ensuring all parties are informed and aligned.

• Assist clients with their financial brokerage accounts in a phone-based environment.
• Identify and assess customers’ needs to achieve satisfaction
• Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
• Respond promptly to customer inquiries.

• Process health reimbursement claims for HSA and FSA accounts.
• Review and examine HSA and FSA claims for accuracy, completeness, and eligibility
• Communicate with claimants, and other involved parties to gather more information and coordinate claim resolution
• Determine whether payouts are reasonable.
• Approve, reject or request more information

• Assist clients with their bank accounts in a phone-based environment.
• Identify and assess customers’ needs to achieve satisfaction
• Handle customer complaints, provide appropriate solutions and alternatives within time limits; follow up to ensure resolution
• Respond promptly to customer inquiries.

• Check timesheets entered by Account Clerks for accuracy
• Enter data into databases and spreadsheets
• Handle direct deposit requests and data
• Acquire all necessary signatures to distribute payroll
• Process wage garnishments
• Make adjustments in pay for raises, bonuses and commission

• Assist small business customers with inquiries and errors regarding their payroll

• Enter payroll for clients that is to be approved by Senior Account Clerks.

• Process wage garnishments

• Make adjustments in pay for raises, bonuses and commission