Remote Broker-Dealer Operations Specialist

Coinbase, Inc.; Trenton (NJ); Remote; USD 121,000 - 128,000; Full time

Job summary

Coinbase is a remote-first company with quarterly in-person surges. As an Associate, Broker Dealer Operations, you will join Coinbase Capital Markets to run the daily operational engine behind the U.S. equities brokerage experience.

You will handle reconciliations, onboarding, and transfers to ensure safe, scalable operations for millions of customers. In this role, you will investigate data breaks, follow procedures in a regulated environment, and collaborate with cross-functional teams to

Qualifications

• 2+ years in financial services operations, brokerage operations, clearing and settlement, trade support, or a related operational control function.
• Working knowledge of U.S. equities trade lifecycle concepts, including order processing, settlement, positions, cash movements, corporate actions, and account transfers.
• Demonstrated experience investigating data breaks or operational exceptions across multiple systems and driving issues to documented resolution.
• Proven ability to follow documented procedures consistently in a regulated environment while exercising sound judgment on exceptions outside the runbook.
• Familiarity with clearing platforms (e.g., Apex Clearing), Jira, SQL, or workflow-automation tools used in brokerage operations.
• Utilizes generative AI responsibly, maintaining human oversight to deliver business-ready outputs and drive measurable improvements in workflow efficiency, cost, and quality.

Responsibilities

• Execute daily trade, position, balance, and cash reconciliations between Coinbase and Apex records, investigating and resolving breaks with full documentation.
• Support customer account onboarding and maintenance workflows, including documentation review, status follow-up, and exception escalation.
• Process inbound and outbound securities transfers (ACATs) end-to-end, from intake review and eligibility checks through submission, tracking, and exception resolution.
• Monitor operational alerts and exception queues, prioritize customer- and risk-impacting issues, and coordinate remediation across Engineering, Product, Trading, CX, Compliance, Finance, and Apex.
• Support corporate action operations by reviewing event notices, monitoring deadlines, validating allocations, and investigating post-event discrepancies.
• Identify recurring failure modes and propose practical improvements to reduce manual work, shorten resolution time, and improve customer outcomes.

Skills

Financial services ops

US equities lifecycle

Data breaks investigation

Regulated procedures

Clearing platforms

Jira

SQL

Workflow automation

Generative AI usage

Tools

Jira

SQL

Apex Clearing

Job description

Coinbase is a remote-first company with quarterly in-person surges. As an Associate, Broker Dealer Operations, you will join Coinbase Capital Markets to run the daily operational engine behind the U.S. equities brokerage experience.

You will handle reconciliations, onboarding, and transfers to ensure safe, scalable operations for millions of customers. In this role, you will investigate data breaks, follow procedures in a regulated environment, and collaborate with cross-functional teams to