Engagement Specialist (English) at Kingsdale Advisors

Toronto, Ontario, Canada -

Full Time

Start Date

Immediate

Expiry Date

29 May, 26

Salary

22.0

Posted On

28 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Shareholder Engagement, Proxy Voting, Corporate Actions, Client Service, Outbound Calling, Inbound Calling, Email Communication, Chat Support, Sms Support, Diplomacy, Critical Thinking, Problem-Solving, Attention To Detail, Adaptability, Digital Literacy, Financial Terminology

Industry

Financial Services

Description

About Kingsdale Advisors: With offices in Toronto and New York, Kingsdale Advisors is a leading shareholder services and advisory firm, recognized for handling the largest and most high-profile contested shareholder meetings and major transaction events. Since 2003, we have been trusted by public companies across North America to engage shareholders and drive the success of shareholder-driven meetings and transactions. Our multidisciplinary team specializes in strategic and defensive advisory, governance and proxy analytics, communications, and voting analytics. Your Career as an Engagement Specialist (English): The Engagement Specialist is responsible for providing exceptional service to clients’ shareholders, ensuring the successful execution of various mandates (e.g., annual shareholder meetings, mergers, tender offers, contested meetings). You will develop expertise in financial terminology and the proxy voting process (proxy solicitation) and corporate actions process (corporate actions events). Key tasks include outreach to shareholders providing direct support to facilitate informed decision‑making. Engaging shareholders by providing end‑to‑end support for proxy voting and corporate actions events, including control number assistance and vote capture, guiding shareholders and noteholders through corporate action events, including tender offers, consent solicitations, and noteholder voting and completing documentation or electronic processes for participating in corporate action events. Position Details: Contract: Until December 31, 2026. Location: Office-based, with all necessary equipment (including a laptop) provided. Shifts: Monday to Thursday: 2:00 pm to 10:30 pm, and Saturday: 10:00 am to 6:30 pm Hourly rate: $18 to $22 per hour. Candidate Preferences: This role is ideal for strong communicators and critical thinkers, who maintain professionalism, diplomacy, and efficiency when engaging in challenging situations in a call center capacity. Additionally, this role is suited to candidates who are adaptable, motivated, and eager to build their careers in the dynamic, specialized field of proxy solicitation. Kingsdale supports the growth of individuals who are committed to developing their skills and advancing professionally. How You Will Contribute: Lead outbound calls to key shareholders and manage multichannel communication (inbound, outbound, email, chat, SMS). Effectively explain proxy concepts and corporate action mandates to shareholders. Provide exceptional service, assisting shareholders with voting, acting as an information agent, and supporting corporate action events. Communicate tailored messages based on each client’s needs. Document call details per standard operating procedures and report on gathered intelligence as required. Meet or exceed call center KPIs, including focus on call quality targets. Report client issues or concerns that could impact the mandate to the manager immediately. Conduct research to locate contact information for shareholders. Take on other duties as assigned to ensure successful outcomes for clients. Qualifications & Attributes: Strong verbal and written communication skills, with the ability to explain complex proxy voting and corporate action concepts clearly and professionally to diverse shareholders. Demonstrated experience in client service, call‑center environments, investor relations, or shareholder engagement, with comfort handling high‑volume outbound and inbound interactions. Calm, diplomatic, and professional when engaging with shareholders who may be frustrated, confused, or resistant, particularly in time‑sensitive or high‑pressure situations. Strong listening, critical‑thinking, and problem‑solving skills, with the ability to identify concerns, capture sentiment, and escalate issues appropriately. High attention to detail and accuracy, particularly when documenting interactions, capturing intelligence, and following standard operating procedures. Adaptable and dependable, with the ability to manage shifting priorities, flexible schedules, and changing workloads during peak periods. Comfortable learning industry‑specific processes and technology, with strong digital literacy and the ability to work across multiple systems and communication platforms. Self‑motivated and career‑oriented, with an interest in finance, corporate governance, and developing long‑term expertise in the proxy solicitation industry. College or university education in business or finance is preferred; related industry experience is considered an asset.

Responsibilities

The Engagement Specialist will lead outbound calls and manage multichannel communication to key shareholders, effectively explaining complex proxy concepts and corporate action mandates. They will provide exceptional service by assisting shareholders with voting, acting as an information agent, and supporting corporate action events while documenting interactions accurately.