#209422
s remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).**
The impact you will have in this role:
As a member of the Client Account Services team, you will play a leading role in key new member onboarding and account lifecycle activities. Upon application approval, you will lead critical processes that underpin the client account lifecycle including certain anti-money laundering (AML) and know-your-customer (KYC) validations, the addition of accounts, mergers and acquisitions, and retirements. Our Client Account Services Senior Analysts have a passion for client service, an eagerness to quickly learn and implement at a high level across a variety of complex processes, and the ability to lead risk and identify improvement opportunities.
Your Primary Responsibilities:
Review and accept all new sales contracts and amendments/addendums to ensure company-wide compliance with established procedures
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
Lead, update, and maintain data stored in DTCC's systems (e.g., Masterfiles, etc.)
Perform various anti-money laundering (AML) and know-your-customer (KYC) validations to support new onboardings and regular refreshes
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
Ability to function in a fast-paced, high-pressure client-facing environment
Pay close attention to detail with a curiosity about identifying process and operational risks
Strong critical thinking and problem-solving skills
****NOTE: The Primary Responsibilities of this role are not limited to the details above. ****
Qualifications:
Minimum of 2 years of related experience
Bachelor's degree preferred or equivalent experience
Talents Needed For Success:
Adheres to established rules and procedures when performing work
Takes personal accountability to drive work forward
Presents information clearly in writing and orally in small and larger group settings
Willingness to constructively challenge others on established views and chip in new ideas/alternative approaches
Understands the needs of external clients, Client Account Services team members, and key internal partners across the organization
We offer top class training and development for you to be an asset in our organization!
Note this role comes with an attractive shift allowance of £3500 per annum
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.