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Settlement & Reconciliation Specialist
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- At Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about.
- We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations.
- The Settlement and Reconciliation Specialist will perform functions to support traders and other investment personnel, including confirmation and instruction of trades to the custodians and reconciliation of client account data.
- The role will interact with internal staff and external parties, including executing brokers and custodian bank employees.
- The Settlement and Reconciliation Specialist works in a client-focused, team-centered environment to support the trade management process for the firm.
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