Onboarding Client Service Analyst
Job title: Onboarding Client Service Analyst in Jersey City, NJ at DTCC
Company: DTCC
Job description: Job Category: Chief Client OfficeJob Description:Are you ready to make an impact at DTCC?Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.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.Pay and 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).
Your Primary Responsibilities:The Integration Technical Analyst I within SIFMU Integration, is responsible for helping the team with new member onboarding, account changes and supporting lifecycle activities. The team will interact directly with potential new clients, delivering prompt and professional guidance to applicants as they navigate through the onboarding process. Upon activation of membership, you will assist in processes and underpin the client account lifecycle including add-on accounts, products and services.
Manage cases and handle all aspects of the client lifecycle events
Coordinate with Integration Team as needed on client inquiries, project task or assignment
Represent Integration on Cross Functional Teams within their assigned division as needed
Help SIFMU Integration team follow controls for higher risk tasks
Build and maintain procedures or project materials as needed (document procedure, test plans, etc.)
Aspire to gain knowledge on technical implementations for product and services
Build and maintain strong relationships across all groups involved with onboarding and lifecycle activities
Identify and implement opportunities for efficiencies by working across the Global Solutions Delivery Client Services teams and overall DTCC Organization
Ability to function in a fast-paced, high-pressure, client-facing environment
Pay close attention to detail with an interest in identifying process and operational risks
Strong critical thinking and problem-solving skills
Ability to collaborate effectively to get things done, building, and nurturing strong relationships both with internal partners and clients
Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
Aligns risk and control processes into day-to-day responsibilities to monitor and mitigate risk; advances appropriately
Provide testing support and answer client inquiries concerning account set-ups, files, subscriptions
Accountable for the success of Client lifecycle case work and the resolution of issues that arise
Successfully engage in multiple client projects simultaneously
Qualifications:
Minimum of 2 years of related experience
Bachelor's degree preferred or equivalent experience
Talents Needed for Success:
Strong Client focused experience working in the financial or professional services industry.
Experience working as an independent contributor in a team setting
Strong Client facing communication skills, both written and verbal
Independently support clients and manage client and/or internal projects
Great interpersonal skills with ability to work effectively in a team environment.
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. 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.About Us:With over 50 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry. From 20 locations around the world, DTCC, through its subsidiaries, automates, centralizes, and standardizes the processing of financial transactions, mitigating risk, increasing transparency, enhancing performance and driving efficiency for thousands of broker/dealers, custodian banks and asset managers. Industry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem. In 2024, DTCC's subsidiaries processed securities transactions valued at U.S. $3.7 quadrillion and its depository subsidiary provided custody and asset servicing for securities issues from over 150 countries and territories valued at U.S. $99 trillion. DTCC's Global Trade Repository service, through locally registered, licensed, or approved trade repositories, processes more than 25 billion messages annually. To learn more, please visit us at or connect with us on , , , and .DTCC proudly supports Flexible Work Arrangements favoring openness and gives people freedom to do their jobs well, by encouraging diverse opinions and emphasizing teamwork. When you join our team, you'll have an opportunity to make meaningful contributions at a company that is recognized as a thought leader in both the financial services and technology industries. A DTCC career is more than a good way to earn a living. It's the chance to make a difference at a company that's truly one of a kind.Learn more about Clearance and Settlement by .
Expected salary:
Location: Jersey City, NJ
Apply for the job now!
Apply Now
Company: DTCC
Job description: Job Category: Chief Client OfficeJob Description:Are you ready to make an impact at DTCC?Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.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.Pay and 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).
Your Primary Responsibilities:The Integration Technical Analyst I within SIFMU Integration, is responsible for helping the team with new member onboarding, account changes and supporting lifecycle activities. The team will interact directly with potential new clients, delivering prompt and professional guidance to applicants as they navigate through the onboarding process. Upon activation of membership, you will assist in processes and underpin the client account lifecycle including add-on accounts, products and services.
Manage cases and handle all aspects of the client lifecycle events
Coordinate with Integration Team as needed on client inquiries, project task or assignment
Represent Integration on Cross Functional Teams within their assigned division as needed
Help SIFMU Integration team follow controls for higher risk tasks
Build and maintain procedures or project materials as needed (document procedure, test plans, etc.)
Aspire to gain knowledge on technical implementations for product and services
Build and maintain strong relationships across all groups involved with onboarding and lifecycle activities
Identify and implement opportunities for efficiencies by working across the Global Solutions Delivery Client Services teams and overall DTCC Organization
Ability to function in a fast-paced, high-pressure, client-facing environment
Pay close attention to detail with an interest in identifying process and operational risks
Strong critical thinking and problem-solving skills
Ability to collaborate effectively to get things done, building, and nurturing strong relationships both with internal partners and clients
Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
Aligns risk and control processes into day-to-day responsibilities to monitor and mitigate risk; advances appropriately
Provide testing support and answer client inquiries concerning account set-ups, files, subscriptions
Accountable for the success of Client lifecycle case work and the resolution of issues that arise
Successfully engage in multiple client projects simultaneously
Qualifications:
Minimum of 2 years of related experience
Bachelor's degree preferred or equivalent experience
Talents Needed for Success:
Strong Client focused experience working in the financial or professional services industry.
Experience working as an independent contributor in a team setting
Strong Client facing communication skills, both written and verbal
Independently support clients and manage client and/or internal projects
Great interpersonal skills with ability to work effectively in a team environment.
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. 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.About Us:With over 50 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry. From 20 locations around the world, DTCC, through its subsidiaries, automates, centralizes, and standardizes the processing of financial transactions, mitigating risk, increasing transparency, enhancing performance and driving efficiency for thousands of broker/dealers, custodian banks and asset managers. Industry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem. In 2024, DTCC's subsidiaries processed securities transactions valued at U.S. $3.7 quadrillion and its depository subsidiary provided custody and asset servicing for securities issues from over 150 countries and territories valued at U.S. $99 trillion. DTCC's Global Trade Repository service, through locally registered, licensed, or approved trade repositories, processes more than 25 billion messages annually. To learn more, please visit us at or connect with us on , , , and .DTCC proudly supports Flexible Work Arrangements favoring openness and gives people freedom to do their jobs well, by encouraging diverse opinions and emphasizing teamwork. When you join our team, you'll have an opportunity to make meaningful contributions at a company that is recognized as a thought leader in both the financial services and technology industries. A DTCC career is more than a good way to earn a living. It's the chance to make a difference at a company that's truly one of a kind.Learn more about Clearance and Settlement by .
Expected salary:
Location: Jersey City, NJ
Apply for the job now!
Apply Now