New

Client Operations Analyst

Dexian DISYS
United States, New York, New York
Feb 09, 2026
Client Operations Analyst Job details Posted 09 February 2026 Location New York, NY Job type Permanent Reference 992981 Job description Role Summary We are seeking a seasoned Client Service Operations Analyst with 5+ years of experience supporting commercial paper settlements, funds transfers, and securities settlements within a financial services environment. This role is responsible for day-to-day operational execution, exception management, reconciliations, and client issue resolution across custody and cash workflows. The ideal candidate brings a strong client service mindset, thrives in deadline-driven environments, and demonstrates a rigorous attention to detail and controls. This position partners closely with internal stakeholders and external clients to ensure accurate, timely processing and consistently strong client outcomes. Key Responsibilities Execute end-to-end settlement processing for commercial paper, securities, and funds transfers, ensuring accuracy, timeliness, and adherence to market cutoffs Monitor, investigate, and resolve exceptions, breaks, and client inquiries across cash, securities, and custody workflows; escalate issues as appropriate Perform daily cash and custody reconciliations; analyze discrepancies and drive resolution through root-cause investigation Coordinate and validate trade details, reference data, and settlement instructions; ensure required documentation is complete and compliant Manage internal and external client inquiries with clear, professional communication and proactive follow-up Complete daily control checks, confirmations, and reconciliations while maintaining complete audit trails and supporting documentation Ensure adherence to operational risk, compliance, and control frameworks in alignment with established SOPs Collaborate with Operations, Client Service, Risk/Compliance, Technology, and external counterparties to resolve complex issues Prepare and maintain procedural documentation, metrics, and operational reporting Support new client onboarding, account setup, and validation of settlement instructions Participate in system testing, UAT, operational change initiatives, and business continuity planning exercises Required Qualifications 5+ years of hands-on experience in commercial paper settlements, funds transfers, and securities settlements within financial services Demonstrated client service experience supporting both internal stakeholders and external institutional clients Strong understanding of settlement cycles, market infrastructure, and confirmation/messaging processes Proven ability to meet tight deadlines and market cutoffs with a high degree of accuracy and accountability Experience handling exceptions, reconciliations, investigations, and corrective actions Strong attention to detail with a solid controls and risk mindset Proficiency with settlement and payment systems; advanced Excel skills for tracking, analysis, and reporting Skills & Competencies Client-focused and service-oriented with a proactive approach to issue resolution Strong ownership mindset; accountable for outcomes and follow-through Analytical and detail-oriented problem solver Clear and effective written and verbal communication skills Ability to translate operational and technical topics for non-technical audiences Collaborative team player who works effectively across functions Adaptable and comfortable in fast-paced, evolving operational environments Education & Certifications Bachelor's degree in Finance, Business, Economics, or a related field preferred, or equivalent relevant work experience Industry certifications in securities operations, payments, or risk/control disciplines are a plus Preferred Qualifications (Nice to Have) Experience with market utilities and messaging platforms (e.g., SWIFT, Fedwire, DTCC/NSCC, custodians, counterparties) Exposure to institutional clients such as asset managers, banks, corporates, or broker-dealers Experience with tax reporting and custody-related documentation Familiarity with process improvement methodologies (Lean, Six Sigma) and KPI reporting Experience supporting operational change management, UAT, and documentation updates Work Location & Schedule Onsite requirement: 4+ days per week 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.To learn more, please visit https://dexian.com/. 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.