Client Operations Analyst - Non Exempt

The ideal candidate will bring strong trade settlements or operations experience, excellent attention to detail, sound decision-making skills, and the ability to work effectively in a structured, highly controlled environment handling physical certificates. Process Learning & Improvement: Learn current team workflows and contribute ideas for process improvements, workflow enhancements, and efficiency gains over time.

Job Description
The ideal candidate will bring strong trade settlements or operations experience, excellent attention to detail, sound decision-making skills, and the ability to work effectively in a structured, highly controlled environment handling physical certificates.

Key Responsibilities

• Physical Settlements Processing: Support the processing and settlement of trades involving physical certificates and related operational activities.
• Documentation Review: Read, comprehend, and review various settlement and certificate documents to understand requirements and ensure accurate processing.
• Reconciliation Support: Gather information from different applications and internal stakeholders to support market value reconciliations and related control activities.
• Control & Accuracy Oversight: Review cash, position, and market value sheets, identify discrepancies, and escalate issues promptly to senior team members.
• Task Execution & Peer Checks: Complete daily and monthly responsibilities on time while supporting peer checks and control processes across the team.
• Stakeholder Coordination: Partner with client service representatives, reconciliation teams, controllers, and senior managers to collect information and resolve operational questions.
• Process Learning & Improvement: Learn current team workflows and contribute ideas for process improvements, workflow enhancements, and efficiency gains over time.
• Application & Access Support: Help ensure required application access is in place for team activities and support operational readiness.

Qualifications

• 2+ years of experience in trade settlements, securities operations, or related financial services operations roles
• Foundational understanding of trade flow, trade processing, and settlement operations
• Ability to read and understand operational documentation with strong attention to detail
• Strong organizational skills and ability to manage time-sensitive tasks accurately
• Ability to identify issues, ask questions, and escalate concerns appropriately
• Strong communication skills and comfort working with multiple internal stakeholders
• Working knowledge of Microsoft Office, including Excel and PowerPoint
• Ability to learn quickly and adapt within a structured operational environment
• Bachelor s degree required, preferably in business, finance, or a related field

Required skills/ experience

• 2+ years of experience in trade settlements, securities operations, or related financial services operations roles
• Foundational understanding of trade flow, trade processing, and settlement operations
• Ability to read and understand operational documentation with strong attention to detail
• Strong organizational skills and ability to manage time-sensitive tasks accurately
• Ability to identify issues, ask questions, and escalate concerns appropriately
• Strong communication skills and comfort working with multiple internal stakeholders
• Working knowledge of Microsoft Office, including Excel and PowerPoint
• Ability to learn quickly and adapt within a structured operational environment

Preferred skills/ experience

• Familiarity with bonds, stock powers, incumbency certificates, or similar financial documentation
• Experience supporting market value reconciliations, cash and position reviews, or similar control functions
• Exposure to process improvement, workflow enhancement, or automation initiatives using AI

Required education/ certification(s)

• Bachelor s degree required, preferably in business, finance, or a related field

Preferred education/ certification(s)

• MBA (Fin) preferred

Additional Information

• Duration: 6 month contract opportunity
• Work Model: 5 days onsite required weekly in Jersey City office
• Rate Range: $25-30/hr. W2 (based on experience)