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

Work arrangement
Hybrid