Job Openings

Operations Specialist (Foreign Exchange Services)

Job ID: BH484541

Category: Operations, Accounting and Finance

Specialty: Accounting & Finance

Operations Specialist 
6-month contract

Location: New York, NJ (remote until office opens)

Hours: M-F; 8hrs/day – 40hrs/wk
Industry: Financial Services/Banking
Interview Process: Video Call or Phone Screen (1 round)

Must Haves:

  • Bachelor's degree or equivalent job-related experience
  • Proficient with Microsoft Office


  • Foreign Exchange operations or related Financial Services experience

Job Description/Summary:

At this client, we believe no job is too big or small for any of us to handle if it helps our clients. We value passionate, committed people who enjoy collaborating with others to find new solutions to complex business challenges. We are looking for the type of person who speaks their mind, truly listens and steps outside their role to add value wherever they can. Someone who is driven to get things done and views obstacles as an exciting challenge that demands a creative solution. Above all, we seek someone who takes great pride in their work and is inspired and motivated by their role in protecting and enhancing our client’s financial well-being. If you are looking for an entrepreneurial environment where you can learn and thrive, this client is the right place for you. Join us as an Operations Intermediate Specialist for our Foreign Exchange Services


  • Assisting Foreign Exchange Traders and Relationship Managers in processing trades and ensuring trader positions are accurately updated
  • Transaction Processing
  • Act as the focal point person between the FX NY, Tokyo & London Traders and Relationship Managers and the various pre/post-execution units, including FX Standing Instructions, Account Maintenance, Confirmations, Settlements, Investigations, and Reporting
  • Responsibilities include trade entry, trade validation, trade confirmations, trade settlement
  • Monitor and manage the Emerging Market currency process with traders and local market subcustodians
  • Monitor any technical issues with FX systems and portal; working with Systems Support team to quickly resolve
  • Participate in making process improvements within the FX Services department and seeing improvements through to completion

Quality Control/ Assurance:

  • Liaise with FX Risk Group and Compliance to ensure the reviews and controls in place are sufficient to manage the risk of client’s trading activity
  • Provide scheduled and ad hoc reporting to FX Trading, Clients and management as necessary

Client Service:

  • Respond to internal and external inquiries related to all FX functions, including trade initiation, reconciliation, discrepancies, and investigations
  • Regular contact with clients and Client Service Groups to educate clients and resolve time sensitive issues
  • Coordinate communication with FX Service team globally for inquiry resolution


  • BS/BA degree
  • Foreign Exchange operations or related Financial Services experience preferred but not essential
  • Ability to multi-task and prioritize volume
  • Ability to work independently as well as in a team environment
  • Proactive approach to daily work and ability to handle multiple responsibilities
  • Ability to communicate professionally with others
  • Strong client service skills
  • Strong attention to detail
  • MS Office proficiency required-included MS Word, MS Excel, and MS Access


The Planet Group of Companies is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Type: Temp/Contract

Location: New York, New York