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 PortalReview and accept all new sales contracts and amendments / addendum to ensure company-wide compliance with established proceduresRespond 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 expectationsHandle, 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 refreshesAbility to function in a fast-paced, high-pressure client-facing environmentPay close attention to detail with a knack for identifying process and operational risksStrong critical thinking and problem-solving skillsAbility to collaborate optimally to get things done, building, and encouraging positive relationships both with internal partners and clientsEnthusiastic, highly motivated self-starter with a strong work ethic and intense focus on resultsAligns risk and control processes into day to day responsibilities to monitor and mitigate risk; escalates appropriately.Education :
Bachelors degree or equivalent experience.Talents Needed for Success :
3+ Years of experience highly preferred.Adheres to established rules and procedures when performing workTakes personal accountability to drive work forwardPresents information clearly in writing and orally in small group settingsUnderstands 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.
Role : Account / Relationship Management - Non Voice
Industry Type : Financial Services
Department : Customer Success, Service & Operations
Employment Type : Full Time, Permanent
Role Category : Non Voice
Education
UG : Any Graduate
PG : Any Postgraduate
Skills Required
Legal Documentation, Relationship Management, Operations, Anti Money Laundering, Client Servicing, Mergers And Acquisitions, Crm, Financial Markets, Finance, Salesforce