Specialist, Client Operations II

We’re seeking a future team member for the role of Specialist, Client Operations 2 - Corporate Trust and Custody Services to join our Corporate Trust team. This role is located in Los Angeles, California

In this role, you’ll make an impact in the following ways:

• Own the end-to-end Trade processing until settlement, including task allocation, controls, quality, and risk management

• Act as the primary point of contact for process queries, client escalations, and senior stakeholder communication

• Serve as the primary contact for assigned institutional clients, managing day-to-day custody deal servicing and query resolution

• Process, review, and monitor wire payments and cash movements, ensuring accuracy and timely execution

• Interpret, generate, and troubleshoot SWIFT messages (MT/MX formats, including MT540–MT548, MT202/MT103) related to trade settlement and cash/securities movements

• Coordinate with internal teams to ensure timely trade settlement, monitoring cash and par (position) break performance and driving resolution of outstanding breaks

• Support bond market settlement activities, including trade matching, fails management, and coupon/redemption processing

• Coordinate with the internal tax team and clients to ensure all portfolios are fully tax documented and compliant

• Coordinate between clients and internal operations teams to research, track, and resolve all client queries within SLA

• Maintain strong working relationships with clients, counterparties, and correspondent banks

• Prepare client reporting, respond to inquiries, and escalate issues appropriately to ensure SLA adherence

• Identify process improvement opportunities and support automation/efficiency initiatives

• Ensure all activities comply with internal controls, regulatory requirements, and audit standards

To be successful in this role, we’re seeking the following:

• Bachelor’s degree in Business, Finance, or related field required.

  • Advanced degree or professional certifications in finance or business administration preferred.

• Typically 3-5 years of experience in corporate trust or related field within financial services.

• Preferred working knowledge of wire payment processing (domestic and cross-border)

• Good understanding of SWIFT messaging standards (MT/MX message types used in payments and securities settlement)

• Hands-on experience with bond market settlement processes (fixed income trade lifecycle, corporate actions, fails/claims)

• Practical exposure to syndicate loan operations (drawdowns, rollovers, agency servicing)

• Excellent verbal and written communication skills, with proven ability to manage client relationships professionally

• Strong analytical and problem-solving skills with high attention to detail

• Ability to work under pressure, manage multiple priorities, and meet strict deadlines

• Proficiency in MS Office (Excel, Outlook); familiarity with custody/settlement platforms is a plus