Client Operations Analyst - Non Exempt

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)