Kari Bingham
Summary
Versatile generalist successful at handling multiple tasks and roles on a daily basis with no loss to quality or speed. Able to learn quickly and implement teachings to myself and others. Skills include inventory and account management, solution development and working with minimal direction. Familiar with offering support in fast-paced environments. Award winning employee, senior associate, and ultimate "go-to" individual.
Overview
17
17
years of professional experience
Work History
Operation Generalist - Corporate Actions
Edward Jones
San Tan Valley, Az
11.2008 - 10.2025
- Managed client accounts and maintained accurate daily payments of corporate action events and daily distribution payments.
- Managed internal offset accounts for corporate action events and distributions payments.
- Daily investigative accounting and reconciliation of funds at Edward Jones.
- Utilized problem solving skills to troubleshoot technical issues related to software applications or hardware devices.
- Consolidated securities held and US and Canada depository agents (DTCC and CDS) for Edward Jones.
- Provided exceptional customer service to clients and addressed inquiries promptly via Salesforce, internal calls or branch inquiries.
- Trained new associates on team responsibilities and procedures for operations.
- Trained associates on our teams functions to ensure "3 deep coverage".
- Ensured compliance with financial regulations and internal policies consistently.
- Resolved customer complaints in a timely manner while providing excellent customer service.
- Coordinated with department heads to develop processes that improved efficiency across departments.
- Collaborated with internal and external stakeholders at all levels of the organization to ensure successful project completion.
- Managed millions of dollars daily accurately distribute to client accounts.
Education
El Dorado High School
Chandler, AZSkills
- Client account management
- Corporate actions processing
- Account reconciliation
- Compliance assurance
- Salesforce usage
- Process improvement
- Cross-department collaboration
- Training and development
- Problem solving
- Customer relationship management
- Attention to detail
- Effective communication
- Documentation skills
- Budgeting and finance
- Team collaboration
- Risk assessment
- Subject matter expert
- Integrity and honesty
- Industry knowledge
- Decision-making
- MS office
- Operations analysis
References
References available upon request.
Timeline
Operation Generalist - Corporate Actions
Edward Jones
11.2008 - 10.2025
El Dorado High School