Settlement Specialist Resume Examples & Tips for 2025

Settlement Specialists play a crucial role in financial operations by managing and processing complex financial transactions, reconciling accounts, and ensuring accurate settlement of trades across multiple asset classes while maintaining compliance with regulatory requirements. This position requires strong analytical skills, attention to detail, and proficiency in financial systems, along with a bachelor's degree in Finance, Accounting, or related field and 3+ years of experience in financial operations or settlements. As a key member of the operations team, the Settlement Specialist serves as the primary point of contact for resolving discrepancies, managing relationships with external partners, and implementing process improvements to enhance operational efficiency and reduce risk exposure.