The Crypto Trade Support Associate is a front line operations professional responsible for the post trade lifecycle, reconciliations, asset transfers, exception management, and client service for WM crypto products delivered via the E*TRADE-Zero Hash referral model. The role safeguards client experience and firm risk by executing well defined procedures, maintaining strong controls, and coordinating across WM Operations, Client Service, and our vendor partner.
Key Responsibilities
Trade Lifecycle & Exception Management
> Oversee the full post trade lifecycle for crypto transactions, including monitoring, break resolution, and trade adjustments/cancellations.
> Maintain accurate booking and audit trails in line with WM Operations standards.
Asset Transfers & Reconciliations
> Process and track crypto deposits and withdrawals, validate on chain confirmations, and resolve asset recovery issues.
> Perform daily reconciliations between Zero Hash and E*TRADE systems, investigating and resolving discrepancies promptly.
Client Service & Escalations
> Manage Tier 3 client service cases escalated from the Client Service Center, ensuring timely resolution and clear documentation.
> Act as liaison with internal teams and vendor partners for complex inquiries and operational issues.
Risk & Control Governance
> Adhere to documented procedures and control frameworks; escalate incidents and partner with Risk/Compliance on governance requirements.
> Support business continuity activities and confirm operational readiness during BCP events.
Stakeholder Coordination & Coverage
> Collaborate with WM Operations, Client Service, Risk, Technology, and Finance teams; serve as operational point of contact for vendor interactions.
> Participate in coverage rotations, including overnight monitoring and holiday/weekend support as scheduled.
Preferred
> Exposure to blockchain/on chain transactions, custody/wallet concepts, and crypto data structures.
> Experience with Salesforce case management; knowledge of Power BI/Alteryx for process insight/automation (a plus).
> Background in Trade Support disciplines (e.g., trade adjustments, reconciliations, money movement, and outage support). Required Skills
> Bachelor's degree (Finance, Business, Operations, or related) or equivalent practical experience.
> 1-3 years in trade support, operations, or reconciliation (crypto, FX, listed derivatives, or securities).
> Strong analytical skills with a controls mindset; demonstrated ability to investigate breaks and resolve exceptions under time pressure.
> Clear written/verbal communication; comfort engaging cross functional teams and documenting outcomes.
> Proficiency in Excel and case/ticketing tools; familiarity with vendor portals and operational reporting.
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