Asset Servicing Client & Agent Services Senior Analyst

DTCC • Tampa, FL

6d • Hybrid

About The Position

Asset Servicing Operations (ASO) provides operational and client service support for DTCC’s Asset Services products and services. The Asset Servicing Client Support team provides centralized support to DTC clients and serves as a primary point of contact for inquiries and escalations.

In this role, the Corporate Actions Senior Analyst researches and responds to client inquiries and escalations, partnering with Operations, Agents, Participants, Relationship Management, and other internal stakeholders to provide timely and accurate resolutions. The role delivers client support through Salesforce, telephone, and the web portal, and tracks inquiries and escalations through resolution.

Enterprise Services includes Client Services, Global Business Operations, Business Architecture, Data Strategy and Analytics, and Digital Services. These platforms support client delivery, operational efficiency and resilience, and consistent business digitization strategies, processes, and end-to-end practices.

Requirements

• Minimum of 2 years of related experience.
• Strong attention to detail and commitment to quality and accuracy.
• Strong research, analytical, and problem-solving skills.
• Ability to manage multiple priorities and time-sensitive requests.
• Ability to take ownership and follow issues through resolution.
• Ability to adhere to established procedures and risk and control requirements.
• Ability to collaborate effectively within and across teams.
• Clear and professional communication with clients, colleagues, and stakeholders.
• Adaptability and willingness to develop knowledge of Corporate Actions, Asset Services products, systems, and processes.

Nice To Haves

• Bachelor's degree or equivalent experience.
• Experience within financial services, securities operations, asset servicing, Corporate Actions, or a related field.

Responsibilities

• Research and respond to client inquiries related to Corporate Actions and Asset Services products and services through Salesforce, telephone, and the web portal.
• Execute operational processes in accordance with documented procedures and job aids, including specialized workflows, exception handling, and complex client inquiries.
• Take ownership of assigned workload and complete deliverables accurately and within established procedures, service expectations, metrics, and critical timeframes while managing competing priorities.
• Identify and appropriately escalate complex or time-sensitive client issues, partnering with internal stakeholders to support timely resolution.
• Provide timely, accurate, and professional responses throughout the inquiry and resolution process.
• Build and maintain relationships with internal and external stakeholders, including Operations and Agents, to facilitate issue resolution, process improvements, and risk reduction.
• Apply departmental risk and control requirements to day-to-day responsibilities, monitor and mitigate risk, and escalate concerns appropriately.
• Identify opportunities to improve procedures, processes, client experience, and operational efficiency.
• Communicate effectively in writing and verbally, participate in meetings, and demonstrate curiosity and commitment to continued learning.
• Support knowledge sharing and facilitate training for junior team members as directed by management.
• Participate in departmental projects and initiatives.

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 physical, financial, and emotional well-being.
• Flexible/hybrid model of 3 days onsite and 2 days remote.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed