Client Operations Analyst - Trade Settlements

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 elevate 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.

• 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 elevate concerns appropriately
• Strong communication skills and comfort working with multiple internal stakeholders
• Working knowledge of Microsoft Office, including Excel and Power Point
• Ability to learn quickly and adapt within a structured operational environment
• Bachelor’s degree required, preferably in business, finance, or a related field

• 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

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including Clearly Rated’s Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Everforth Apex uses a virtual recruiter as part of the application process.

Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a Support Linc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts.

In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of…