Integration Consultant I

DTCC • Tampa, FL

9d • Hybrid

About The Position

The Integration Consultant I within SIFMU Integration supports new member onboarding, account changes, and client lifecycle activities. The role interacts directly with prospective clients, providing prompt and professional guidance through onboarding. After membership activation, the consultant supports account lifecycle processes, including adding accounts, products, and services.

The position manages multiple client projects and coordinates with clients and internal teams to support application setup, testing, activation, and ongoing client needs. DTCC offers a flexible hybrid model with three days onsite and two days remote; onsite days include Tuesdays, Wednesdays, and a third day determined by the team or employee.

Requirements

• At least 3 years of related experience; the posting also states a minimum of 4 years of related experience.
• Demonstrated project management and application integration skills.
• Experience in client-facing roles and a proven ability to manage client expectations and concerns.
• Strong verbal and written communication skills, including the ability to communicate information and issues clearly and succinctly to technical and non-technical colleagues and clients.
• Demonstrated problem-solving capability and analytical skills.

Nice To Haves

• Bachelor's degree preferred, or equivalent experience.
• PMP certification is desirable.
• Related experience in the financial services industry, preferably with understanding of institutional trade flow and trade processing, such as STP and current securities industry initiatives.
• Experience with similar business or application messaging systems and protocols is highly desirable.

Responsibilities

• Support all aspects of the client onboarding lifecycle across DTCC stages.
• Participate in project kickoff meetings to align on expectations, timelines, and results.
• Support the membership application process and manage setups across client test and production environments.
• Drive client engagement and activities; answer questions about the Membership Application Portal (MAP) process or coordinate with relevant groups, such as Legal and Product, to facilitate client conversations.
• Recommend additional services to clients when appropriate, such as file or message reporting.
• Provide test scripts and manage the client User Acceptance process.
• Schedule and lead regular small project status meetings with clients and provide project updates.
• Support client activations by partnering with internal parties to ensure readiness and a successful transition to production.
• Proactively support clients on the first day of activation.
• Build and maintain strong relationships across groups involved in client onboarding.
• Identify and implement opportunities to improve efficiency across Client Services Teams and the broader organization.
• Build and maintain project materials as needed, including status reports, SOPs, project plans, and test plans.
• Successfully manage multiple client projects simultaneously.

Benefits

• Competitive compensation, including base pay and annual incentive.
• Comprehensive health and life insurance and well-being benefits, based on location.
• Pension and retirement benefits.
• Paid time off, personal/family care, and other leaves of absence.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level