Client Operations Analyst

Dexian; New Jersey; On-site; USD 65,000 - 95,000; Full time

Job summary

Dexian is seeking a detail-oriented settlements professional to manage physical certificate transactions in a tightly controlled environment. The role emphasizes accuracy, compliance, and efficient workflows in a financial services setting.

You will review, process, and support settlement activities, interpret documentation, and coordinate with multiple teams to resolve discrepancies. The position requires 4+ years in trade settlements or securities operations and a strong command of Excel and

Qualifications

• 4+ years in trade settlements or securities operations.
• Experience with physical certificates and document-heavy processes.
• Ability to identify discrepancies and elevate issues.
• Strong attention to detail within a control-focused environment.
• Experience coordinating with multiple stakeholders.

Responsibilities

• Review and process physical settlement transactions.
• Read, interpret and determine requirements from settlement documents.
• Gather information for market value reconciliations and control processes.
• Review cash, position and market value sheets for discrepancies and elevate issues.
• Complete daily and monthly responsibilities with peer checks.
• Collaborate with client service, reconciliation, controllers and senior managers.
• Identify workflow improvements using digital and AI-enabled tools.
• Support application access and ensure teams have necessary tools.

Skills

Attention to detail

Trade settlements

Securities operations

Discrepancy detection

Cross-functional coordination

Excel

Education

Bachelor's degree in business/finance

Tools

Excel

PowerPoint

Job description

Position Summary

The organization is seeking a detail-oriented professional with strong trade settlements or operations experience to handle physical certificate transactions within a highly controlled environment. The successful candidate will be responsible for reviewing, processing, and supporting settlement activities, ensuring accuracy, compliance, and efficiency in operational workflows.

Key Responsibilities

• Review and process physical settlement transactions, including trades involving physical certificates and related documentation.
• Read, comprehend, and interpret various settlement and certificate documents to determine requirements and ensure proper handling.
• Gather required information from multiple applications and internal contacts to complete market value reconciliations and related control processes.
• Review cash, position, and market value sheets, identify discrepancies, and elevate issues to senior team members immediately.
• Complete all daily and monthly responsibilities on time while maintaining peer checks across team processes.
• Collaborate closely with client service representatives, reconciliation teams, controllers, and senior managers to resolve questions and obtain required information.
• Identify opportunities to improve workflows, reduce manual effort, and enhance processes using digital and AI-enabled tools.
• Support application access and ensure team members have the necessary tools and resources to perform their responsibilities effectively.

Required Qualifications

• 4+ years of experience in trade settlements, securities operations, or related financial services operational roles.
• Strong understanding of trade flow, trade processing, and settlement operations.
• Experience working with physical certificates and documentation-heavy operational processes.
• Proven ability to identify discrepancies, exercise sound judgment, and elevate issues appropriately.
• Strong attention to detail with a commitment to accuracy within a control-focused environment.
• Experience coordinating across multiple stakeholders and teams to complete operational tasks.
• Proficiency in Microsoft Office, including Excel and PowerPoint.
• Excellent communication, organizational, and decision-making skills.
• Bachelor's degree, preferably in business, finance, or a related field.

Preferred Qualifications

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

Why This Opportunity May Be Appealing

This role offers the chance to contribute to a structured and controlled environment, working with complex operational processes and innovative tools aimed at continuous improvement. Candidates will participate in a collaborative team environment, developing expertise in settlement operations while supporting meaningful process enhancements.

Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.
Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.