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 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 supports clients through Salesforce, telephone, and the web portal and tracks inquiries and escalations through resolution.

The position executes documented operational processes and specialized workflows, manages assigned work accurately within service expectations and critical timeframes, and applies risk and control requirements. It also contributes to process and client-experience improvements, supports knowledge sharing and training for junior team members as directed, and participates in departmental projects and initiatives.

DTCC describes its Enterprise Services platforms as supporting optimized client delivery, efficiency and resilience, and consistency in business digitization, processes, and end-to-end best practices. The company offers a flexible/hybrid model with three days onsite and two days remote; onsite days include Tuesdays and Wednesdays, with a third day determined by the team or employee.

Requirements

• Minimum of 2 years of related experience.
• Bachelor's degree preferred or equivalent experience.
• Demonstrated ability to collaborate effectively within and across teams.
• Clear and professional communication with clients, colleagues, and stakeholders.
• 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.
• Ownership of issues and follow-through to resolution.
• Ability to adhere to established procedures and risk and control requirements.
• Adaptability and willingness to develop knowledge of Corporate Actions, Asset Services products, systems, and processes.

Nice To Haves

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

Responsibilities

• Research and respond to client inquiries about Corporate Actions and Asset Services products and services through Salesforce, telephone, and the web portal.
• Execute operational processes according to documented procedures and job aids, including specialized workflows, exception handling, and complex client inquiries.
• Own assigned workloads and complete deliverables accurately 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 client 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 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 work model of three days onsite and two days remote.

What This Job Offers

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