Overview

We are seeking an Operations Specialist Trade Management to support securities trade processing and client service operations within a fast-paced financial services environment. This role is responsible for processing, validating, repairing, and monitoring trade instructions while ensuring accuracy, compliance, and exceptional client service.
The ideal candidate is detail-oriented, analytical, and capable of managing high volumes of transactions while communicating effectively with clients and internal teams.

Responsibilities

Trade Processing & Operations

• Process client trade instructions received through multiple channels
• Review, validate, authenticate, and route trade instructions for processing
• Enter trades into internal systems, including manual trade entry when required
• Perform quality checks and edit reviews on electronic and manually submitted trades
• Process complex and client-specific trade instructions
• Verify transaction details through established dual-control processes
• Release validated instructions to internal teams and external markets as required

Issue Resolution & Risk Management

• Identify missing, incomplete, inconsistent, or inaccurate trade information
• Research and resolve transaction issues using established procedures, systems, and client documentation
• Escalate known or potential issues to management in a timely manner
• Identify market-related issues and communicate resolution requirements directly to clients
• Monitor instruction quality and identify trends that improve straight-through processing (STP)

Client Service & Communication

• Communicate professionally with clients regarding trade exceptions and processing requirements
• Provide updates and expected resolution timelines based on market knowledge and operational procedures
• Deliver exceptional client service while managing multiple priorities
• Build strong working relationships with internal stakeholders and external clients

Continuous Improvement

• Analyze transaction trends and provide recommendations to improve operational efficiency
• Support process improvement initiatives that enhance service quality and transaction accuracy
• Contribute to improving client experience and operational effectiveness

Required Qualifications

• Bachelor's degree or equivalent work experience
• Strong written and verbal communication skills
• Excellent attention to detail and accuracy
• Strong analytical and problem-solving abilities
• Ability to manage multiple priorities in a fast-paced environment
• Self-starter with a proactive and results-oriented mindset
• Ability to work independently with minimal supervision
• Strong organizational and time-management skills
• Ability to meet deadlines while maintaining quality and accuracy
• Strong customer service and relationship management skills

Preferred Qualifications

• Experience in trade operations, securities processing, custody operations, settlements, or financial services operations
• Experience identifying and implementing process improvements
• Understanding of financial markets and trade lifecycle processes
• Experience working with transaction processing systems and operational controls
• Knowledge of straight-through processing (STP) concepts and operational efficiency initiatives