Client Account Services Senior Analyst

DTCC • Tampa, FL

36d • Hybrid

About The Position

Being a member of the Client Account Services Team, the Senior Analyst will play a leading role in key new member onboarding and account lifecycle activities. As one of the first DTCC team members to interact directly with potential new clients, the Senior Analyst 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, the Senior Analyst will lead critical processes that underpin the client account lifecycle, including the addition of accounts, mergers and acquisitions, and retirements. In addition, the Client Account Services Senior Analyst will have a passion for client service, an eagerness to quickly learn and perform at a high level across a variety of complex processes, and the ability to manage risk and identify improvement opportunities.

Requirements

• Minimum 2 years of related experience
• Bachelor's degree (preferred) or equivalent experience

Responsibilities

• Respond 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 partner expectations
• Manage and review client documentation ensuring it is stored correctly in line with audit requirements
• Manage, update, and maintain data stored in DTCC's systems (e.g., Masterfiles, etc.)
• Compile reporting for use by internal partners, senior leadership, and auditors/regulators
• Support new product initiatives that intersect with client account onboarding and lifecycle processes
• Collaborate effectively to get things done, building and nurturing strong relationships with internal partners and clients
• Highly motivated self-started with a strong work ethic and driven focus on results
• Take personal accountability to drive work forward
• Present information clearly in writing and orally in small and larger group settings
• Willingness to constructively challenge others on established views and contribute new ideas/alternative approaches
• Understand the needs of external clients, team members, and key internal partners across the organization

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).

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Number of Employees: 1,001-5,000 employees