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Robert Half Cash Equities Associate in NEWARK, Delaware


Our prestigious client offers security brokerage services providing investment products & services for institutional

investors. North American Cash Equities Client Services is the primary point of contact for Institutional

Asset Managers & Hedge Funds who execute trades with any of their global equity trading desks. The team is

responsible for monitoring the successful transmission of client trades from trade booking to settlement. The role requires

daily interaction with Sales Traders, Clients, Service Providers and Operations Staff in order to maintain and improve

client relationships and streamline processes.

Key responsibilities:

Client Relationship Management:

  • Building strong relationships with our clients by delivering an industry leading client experience

  • Sharing industry knowledge for the purpose of improving mutual efficiencies

  • Effective / Professional communication

  • Attending meetings to share query metrics and discuss best practices

Risk Management:

  • Controls Reports – Actively monitor and manage daily control reports to identify and resolve exchange and client side


  • Leverage analytics tool to identify & resolve outstanding risk

  • Understanding of global markets, associated settlement risks and nuances

  • Client Onboarding

Exception Management:

  • Trade Processing – Monitor & resolve trade discrepancies and position break reports with corresponding internal/external

parties. Perform root cause analysis to prevent future discrepancies and improve straight through processing “STP”


  • Fails management including break resolution and trade repair

  • Reference Data maintenance


  • Learn the equity trade lifecycle along with a solid understanding of the various applications involved

  • Rationalize KPIs and other metrics via analytics


  • Able to build and maintain positive client relationships

  • Strong analytical, technical & problem solving skills

  • Effective, adaptable, & professional communication / interpersonal skills

  • Strong attention to detail, quality & accuracy

  • Able to thrive in a high pressure, high volume, deadline driven environment

  • Proactive in identifying areas of opportunity for improvement

  • Open & receptive to feedback / coaching

  • Accountable / reliable / committed

Preferred Experience/Skills

  • Knowledge of securities industry and back office operations (e.g. maturities, equities, fixed income, custody services,


  • Ability to analyze a process and recommend ways to improve quality, control and efficiency

Educated to a Degree Level


Brokerage, Banking & Brokerage, Equity Capital, Equity Markets, Antitrust & Trade Regulation

Contact Sandi Nush 302-985-5234

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