Asset Servicing Client & Agent Services Senior Analyst

DTCC • Tampa, FL

5d • 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, serving as a primary point of contact for inquiries and escalations. 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 provides client support through Salesforce, telephone, and the web portal and tracks inquiries and escalations through resolution.

Requirements

• Minimum of 2 years of related experience.
• Bachelor's degree preferred or equivalent experience.
• Experience within financial services, securities operations, asset servicing, Corporate Actions, or a related field preferred.
• Collaborates effectively within and across teams.
• Communicates clearly and professionally with clients, colleagues, and stakeholders.
• Demonstrates strong attention to detail and a commitment to quality and accuracy.
• Possesses strong research, analytical, and problem-solving skills.
• Effectively manages multiple priorities and time-sensitive requests.
• Demonstrates ownership and follows issues through resolution.
• Adheres to established procedures and risk and control requirements.
• Demonstrates adaptability and a willingness to develop knowledge of Corporate Actions, Asset Services products, systems, and processes.

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 ensure deliverables are completed accurately and within established procedures, service expectations, metrics, and critical timeframes while effectively managing competing priorities.
• Identify and escalate complex or time-sensitive client issues appropriately and partner with internal stakeholders to support timely resolution.
• Maintain a strong focus on client service by providing timely, accurate, and professional responses throughout the inquiry and resolution process.
• Build and maintain strong 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 to monitor and mitigate risk and escalate concerns appropriately.
• Identify opportunities to improve procedures, processes, client experience, and operational efficiency.
• Demonstrate effective written and verbal communication skills, actively participate in meetings, and demonstrate curiosity and a 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 your physical, financial, and emotional well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree