Relationship Management Senior Associate

DTCC • Jersey City, NJ

3d • Hybrid

About The Position

The Chief Client Office (CCO) is focused on providing a consistent Client Experience across all business lines and geographies, enabling enhanced Client Satisfaction, Revenue Growth and Business Line Success. The CCO function includes Sales, Partners, Relationship Management, Integration, Marketing & Communications and Sales Analytics & Operations. An Operational Client Relationship Manager (OCRM) role is to be a trusted strategic advisor to our clients, partnering to analyze their use of our products and services to provide more efficiency and value resulting in a greater client experience and revenue generation. The individual which fills this role will begin the process of identifying key performance metrics to identify trends and efficiency opportunities for our key relationships. We look to create a simplified data driven approach which we can replicate in order to provide added value and efficiency. The role requires a significant level of internal collaboration to communicate your client's needs. This includes coordination with our Integration, Data, Risk , Product, Global Operations and Client Service teams.

Requirements

• Minimum of 6 years of related experience
• Bachelor's degree preferred or equivalent experience

Nice To Haves

• Experience in working with and understanding structure of financial institutions, broker-dealers and counterparties
• Knowledge of fixed income products and securities market practices, treasury markets, clearing mandates for financial services participants
• Willingness to travel to clients
• Solid track record for delivery in a client account management role
• Strong understanding of solution selling and sales process

Responsibilities

• Develop an in-depth network and knowledge of how clients utilize our service suite in different ways in order to achieve their best outcomes and share this knowledge.
• Provide strategy, guidance, and expertise to ensure seamless support of DTCC’s global client base
• Coordinate with Marketing to ensure DTCC positioning
• Ensure that team coordinates closely with Product Management, Operations, Integration and Risk Management
• Lead and participate in appropriate cross-functional teams
• Work independently or across teams to resolve client issues in a prompt and professional manner, while escalating critical matters as needed.
• Identify and understand areas where clients can mitigate risk by following established procedures, spotting key errors and demonstrating strong ethical behavior.
• Act as a trusted consultant to clients by contributing innovative ideas that anticipate and address client needs and add value to enhance the client experience.
• Provide guidance on industry related initiatives affecting clients
• Ensure MIS/IT systems are in place to support client activities
• Coordinate customer participation in DTCC sponsored events and other groups
• Coordinate support activities and customer surveys for Business Units and research and design purposes
• Maintain all customer profiles
• Aligns risk and control processes into day to day responsibilities to monitor and mitigate risk; escalates appropriately

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