Client Account Services Analyst

Are you ready to make an impact at DTCC?

Do you want to work on innovative projects, collaborate with a dynamic and encouraging team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed to helping our employees grow and succeed. We believe that you have the skills and aim to make a real impact. We develop a growing internal community and are committed to creating a workplace that looks like the world that we serve.

Pay and Benefits:

• Competitive compensation, including base pay and annual incentive
• Comprehensive health and life insurance and well-being benefits, based on location
• Pension / Retirement benefits
• Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and well-being.
• DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (Tuesdays, Wednesdays and a day unique to each team or employee).

The impact you will have in this role:

As a member of the Client Account Services team, you will play a supporting role in key new member onboarding and account lifecycle activities. As one of the first DTCC team members to directly contact potential new clients, you will be responsible for delivering prompt and professional guidance to applicants as they navigate through the various risk and legal assessment phases of their application. Upon application approval, you will support critical processes that underpin the client account lifecycle including certain anti-money laundering (AML) and know-your-customer (KYC) validations, the addition of accounts, mergers and acquisitions, and retirements. Our Client Account Services Analysts have a passion for client service, an eagerness to quickly learn and implement at a high level across a variety of complex processes, and the ability to handle risk and identify improvement opportunities.

What You'll Do:

• Support onboarding of new accounts by handling required risk and legal documentation through DTCC’s Membership Application Portal
• Review and accept all new sales contracts and amendments/addendum to ensure company-wide compliance with established procedures
• Respond directly to certain applicant/client via various communication mediums (e.g., by phone, through CRM tool – Salesforce, etc.)
• Partner and coordinate with various internal teams (for example, Relationship Management) to ensure that all onboarding and lifecycle activities occur seamlessly and meet stakeholder expectations
• Handle, update, and maintain data stored in DTCC’s systems (e.g., Masterfile, etc.)
• Perform various anti-money laundering (AML) and know-your-customer (KYC) validations to support new onboarding and regular refreshes
• Ability to function in a fast-paced, high-pressure client-facing environment
• Pay close attention to detail with a knack for identifying process and operational risks
• Strong critical thinking and problem-solving skills
• Ability to collaborate optimally to get things done, building, and encouraging positive relationships both with internal partners and clients
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
• Aligns risk and control processes into day to day responsibilities to monitor and mitigate risk; escalates appropriately.

Education:

• Bachelor's degree or equivalent experience.

Talents Needed for Success:

• 3+ Years of experience highly preferred.
• Adheres to established rules and procedures when performing work
• Takes personal accountability to drive work forward
• Presents information clearly in writing and orally in small group settings
• Understands the needs of external clients, Client Account Services team members, and key internal stakeholders across the organization.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

 

Experience Level

Mid Level