Client Account Services Senior Analyst

Are you ready to explore a world of possibilities?

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Join our DTCC family, and you’ll grow your expertise and become the best version of you. As you embark on a new journey, you’ll be supported and surrounded by other professionals as you learn new skills, advance your career, and see the impact of your efforts every day.

Pay and Benefits: n

n- Competitive compensation, including base pay and annual incentive n- Comprehensive health and life insurance and well-being benefits, based on location n- Retirement benefits n- Paid Time Off and other leave of absence n- Flexible/Hybrid Work Arrangements n

Why you'll love this job: n

As a member of the Client Account Services team, you 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, you 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, 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 complete at a high level across a variety of complex processes, and the ability to manage risk and identify improvement opportunities.

Your Primary Responsibilities: n

n- Support onboarding of new accounts by managing required risk and legal documentation through DTCC’s Membership Application Portal n- Review and accept all new sales contracts and amendments/addendums to ensure company-wide compliance with established procedures n- Respond directly to certain applicant/client via various communication mediums (e.g., by phone, through CRM tool – Salesforce, etc.) n- Partner and coordinate with various internal teams (for example, Relationship Management) to ensure that all onboarding and lifecycle activities occur seamlessly and meet collaborator expectations n- Manage, update, and maintain data stored in DTCC’s systems (e.g., Masterfiles, etc.) n- Perform various anti-money laundering (AML) and know-your-customer (KYC) validations to support new onboardings and regular refreshes n- Compile reporting for use by internal collaborators, senior leadership, and auditors/regulators n- Support new product initiatives that intersect with client account onboarding and lifecycle processes n- Ability to function in a fast-paced, high-pressure client-facing environment n- Pay close attention to detail with a curiosity about identifying process and operational risks n- Strong critical thinking and problem-solving skills n- Ability to collaborate effectively to get things done, building and nurturing strong relationships both with internal partners and clients n- Enthusiastic, highly motivated self-started with a strong work ethic and intense focus on results n- Aligns risk and control processes into day to day responsibilities to monitor and mitigate risk; advances appropriately n

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**NOTE: The Primary Responsibilities of this role are not limited to the details above. **

Talents Needed For Success: n

n- Minimum of 2 years of related experience n- Bachelor's degree preferred or equivalent experience n

Additional Qualifications: n

n- Adheres to established rules and procedures when performing work n- Takes personal accountability to drive work forward n- Presents information clearly in writing and orally in small and larger group settings n- Willingness to constructively challenge others on established views and contribute new ideas/alternative approaches n- Understands the needs of external clients, Client Account Services team members, and key internal collaborators across the organization n

Who We Are: n

DTCC is the heart of the post-trade market infrastructure for the global financial services industry. From 21 locations all over the world, DTCC, through its subsidiaries, automates, centralizes and standardizes the processing of financial transactions, mitigating risk, growing clarity and driving efficiency for thousands of broker/dealers, custodian banks and asset managers. In 2020, DTCC’s subsidiaries processed securities transactions valued at more than U.S. $2.3 quadrillion.

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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 crucial job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

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