Broker Dealer Operations, Associate

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.

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