Support client account onboarding and maintenance by gathering and validating required documentation and ensuring completeness and accuracy of records. Facilitate securities and cash movement processes, including transfers between internal and external counterparties. Provide operational support across trade lifecycle activities including booking, allocation, confirmation, settlement, and reconciliation of securities, FX, derivatives, and alternative investments. Process and monitor daily transaction activity, including trade reporting, reconciliations, unmatched or failed trades, and wire transfers. Support regulatory reporting requirements and ensure accurate processing of transaction data across internal and external systems. Resolve operational exceptions by coordinating with internal teams and external partners in a timely and professional manner. Collaborate with business, product, and technology teams to support operational workflows and client service delivery. Support internal and external audit requests, risk assessments, and control reviews. Monitor adherence to regulatory requirements, SLAs, and internal control standards. Participate in system and process change initiatives including testing, validation, and implementation support. Identify process improvement opportunities to enhance efficiency, controls, and operational effectiveness. Maintain knowledge of financial products including cash, securities, FX, derivatives, and related market infrastructure systems.