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Broker Dealer Operations, Associate

Coinbase· Finance / Coinbase Capital Markets
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Hybrid (USA)$121.4k - $127.8kfull-timePosted 2w ago

About the role

Associate role in Coinbase Capital Markets, focusing on daily broker-dealer operations to support the U.S. equities brokerage experience, including reconciliations, onboarding, transfers, corporate actions, and process improvements.

Responsibilities

  • Execute daily trade, position, balance, and cash reconciliations between Coinbase and Apex records, investigating and resolving 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) end-to-end, from intake review and eligibility checks through submission, tracking, and exception resolution.
  • Monitor operational alerts and exception queues, prioritize issues impacting customers and risk, 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 practical improvements to reduce manual work, shorten resolution time, and improve customer outcomes.

Qualifications

  • 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 (order processing, settlement, positions, cash movements, corporate actions, and account transfers).
  • Demonstrated experience investigating data breaks or operational exceptions across multiple systems and driving issues to documented resolution.
  • Ability to follow documented procedures in a regulated environment and exercise sound judgment on exceptions outside the runbook.
  • Familiarity with clearing platforms (e.g., Apex Clearing), Jira, SQL, or workflow-automation tools used in brokerage operations.
  • Commitment to using generative AI responsibly with human oversight to improve workflow efficiency, cost, and quality.

Skills

Required:Broker-dealer operationsTrade lifecycle concepts (U.S. equities)Data break/investigationProcedural compliance
Nice to have:Clearing platforms (Apex Clearing)

Benefits

  • Medical Plan, Dental and Vision Plan with generous employee contributions
  • Health Savings Account with company contributions
  • Disability and Life Insurance
  • 401(k) plan with company match
  • Wellness Stipend
  • Mobile/Internet Reimbursement
  • Volunteer Time Off
  • Fertility Counseling and Benefits
  • Generous Time off/Leave Policy
  • Option of getting paid in digital currency
Last updated Oct 15, 2026. Interested? Apply on the company site.
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About Coinbase

Buy, sell, and manage cryptocurrencies.

Founded in June of 2012, Coinbase is a digital currency wallet and platform where merchants and consumers can transact with new digital currencies like bitcoin, ethereum, and litecoin. Our vision is to bring more innovation, efficiency, and equality of opportunity to the world by building an open financial system. Our first step on that journey is making digital currency accessible and approachable for everyone. Two principles guide our efforts. First, be the most trusted company in our domain. Second, create user-focused products that are easier and more intuitive to use.

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