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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial services operations, particularly in brokerage operations and trade support, with a strong focus on U.S. equities trade lifecycle concepts and operational control. Proficient in investigating operational exceptions and driving issues to resolution while adhering to documented procedures in a regulated environment.
Highest-signal resume keywords
Financial Services OperationsU.S. Equities Trade LifecycleOperational Exception InvestigationApex Clearing FamiliaritySQL Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Trade SupportReconciliationCash MovementsCorporate ActionsAccount TransfersData Break InvestigationOperational ControlDocumentation ReviewException ResolutionOrder Processing
Soft Skills
Sound JudgmentProblem-SolvingAttention to DetailCustomer Focus
Tools & Technologies
Apex ClearingJiraSQLWorkflow-Automation Tools
Industry Keywords
Brokerage OperationsClearing and SettlementOperational AlertsException QueuesCustomer Account Onboarding
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Execute daily trade, position, balance, and cash reconciliations between Coinbase and Apex records
- Investigate and resolve reconciliation 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) 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 improvements to reduce manual work, shorten resolution time, and improve customer outcomes
- Help run the daily operational engine behind Coinbase’s U.S. equities brokerage experience within the Coinbase Capital Markets team
Requirements
What you’ll need- 2+ years in financial services operations, brokerage operations, clearing and settlement, trade support, or a related operational control function
- Working knowledge of U.S. equities trade lifecycle concepts, including order processing, settlement, positions, cash movements, corporate actions, and account transfers
- Experience investigating data breaks or operational exceptions across multiple systems and driving issues to documented resolution
- Ability to follow documented procedures consistently in a regulated environment while exercising sound judgment on exceptions outside the runbook
- Familiarity with clearing platforms such as Apex Clearing, Jira, SQL, or workflow-automation tools used in brokerage operations
- Responsible use of generative AI with human oversight
- Must be eligible to work in the United States, based on the “Remote - USA” location and US applicant requirements
Benefits
Comp & perks- Equity eligibility
- Bonus eligibility
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)
- Quarterly in-person working sessions (“surges”)
- Reasonable accommodations for individuals with disabilities
- Free compatible screen reader available
