Responsibilities
:
1. Support onboarding of new accounts by managing required risk and legal documentation through DTCC's Membership Application Portal
2. Review and accept all new sales contracts and amendments/addendums to ensurepany-widepliance with established procedures
3. Respond directly to certain applicant/client via variousmunication mediums (, by phone, through CRM tool - Salesforce, etc.)
4. Partner and coordinate with various internal teams (for example, Relationship Management) to ensure that all onboarding and lifecycle activities occur seamlessly and meet stakeholder expectations
5. Manage, update, and maintain data stored in DTCC's systems (, Masterfiles, etc.)
6. Perform various anti-money laundering (AML) and know-your-customer (KYC) validations to support new onboardings and regular refreshes
7. Support new product initiatives that intersect with client account onboarding and lifecycle processes
8. Ability to function in a fast-paced, high-pressure client-facing environment
9. Pay close attention to detail with a knack for identifying process and operational risks
10. Strong critical thinking and problem-solving skills
11. Ability to collaborate effectively to get things done, building and nurturing strong relationships both with internal partners and clients
12. Enthusiastic, highly motivated self-started with a strong work ethic and intense focus on results
13. Aligns risk and control processes into day to day responsibilities to monitor and mitigate risk; escalates appropriately
Qualifications:
14. Minimum of 2 years of related experience
15. Bachelor's degree preferred or equivalent experience
Talents Needed for Success:
16. Adheres to established rules and procedures when performing work
17. Takes personal accountability to drive work forward
18. Presents information clearly in writing and orally in small and larger group settings
19. Willingness to constructively challenge others on established views and contribute new ideas/alternative approaches
20. Understands the needs of external clients, Client Account Services team members, and key internal stakeholders across the organization
We offer top class training and development for you to be an asset in our organization!
We are an equal opportunity employer and value diversity at ourpany. 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 amodation 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 amodation.
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 anderned, the firm innovates purposefully, simplifying theplexities 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 $ quadrillion and its depository subsidiary provided custody and asset servicing for securities issues from over 150 countries and territories valued at $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 dtcc or connect with us on LinkedIn, X, YouTube, Facebook and Instagram.
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 apany 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 apany that's truly one of a kind.
Learn more about Clearance and Settlement by clicking here.
About the Team
Enterprise Servicesprises of multiple business platforms including Client Services, Global Business Operations, Business Architecture, Data Strategy and Analytics, and Digital Services, which report into the Chief of Enterprise Services.
These grouped platforms enable the business to optimize delivery for clients, generate efficiencies and resilience, and enable consistency in the business digitization strategy, processes and end-to-end best practices. Job ID 300003195120224