Are you ready to make an impact at DTCC?
Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.
Enterprise Client Operations (ECO) is focused on providing a consistent Client Experience across all business lines and geographies, enabling enhanced Client Satisfaction, Revenue Growth and Business Line Success. The CCO function includes Sales, Partners, Relationship Management, Integration, Marketing & Communications and Sales Analytics & Operations.
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 emotional well-being.
DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).
The Impact you will have in this role:
Being a member of the FICC Client Success Management (CSM) Team, the Senior Associate will play an important role with new member onboarding and account lifecycle activities. The team member will interact directly with prospective and new clients, delivering prompt and professional guidance to applicants as they navigate through the entire onboarding process. Upon activation of membership, the team will lead critical processes that underpin the client account lifecycle including add on accounts, products, and services. In addition, the FICC Client Success Management - Senior Associate will have a passion for client services, act as role model for all DTCC products and services, and contribute to the strategic direction of the larger organization.
Your Primary Responsibilities:
Manage all aspects of the Client Onboarding, Integration and Lifecycle Events for GSD and MBSD
Hold project kickoff meetings to align on expectations, timelines, and overall results
Learn and understand Treasury Clearing Mandate and priority internal initiatives
Manage the membership application process and lead all aspects of setups across Client Test and Production Environments
Drive client engagement/activities, and coordinate with the vital people/groups to facilitate client conversations (ex. Legal, Product, Credit, Connectivity)
Support FICC CSM Director as needed on work assignment / product engagement
Serve as the SME for the business/technical side of onboarding requirements and help educate partners on the onboarding process
SME knowledge on business side implementations for product and services
Represent CSM on Cross Functional Teams/Agile Programs within their assigned division when needed
Build and maintain strong relationships across all groups involved with the Client Onboarding process
Identify and implement opportunities for efficiencies by working across the Client Services Teams and overall DTCC Organization
Work with the CSM management to identify additional controls for high-risk tasks
Work with the management on documenting any procedural changes to DTCC’s documentation Navex library
Assist management with training program for all new hires and partake in training
Act as a lead on high value projects/initiatives
Qualifications:
5-10 years of related experience
Bachelor's degree preferred or equivalent experience
Talents Needed for Success:
5-10 years of related experience in the Financial Services industry preferable
Must have extensive client facing experience with proven ability to effectively manage client expectations and concerns
Must have a good understanding of the end-to-end trade processing
Knowledge and experience of the SIFMU Businesses strongly preferred
Solid presentation skills strongly preferred
UAT experience is a plus
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. 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