Client Account Services Senior Analyst US Shift

The Depository Trust & Clearing Corporation (DTCC); Metro Manila; Hybrid; PHP 500,000 - 900,000; Full time

Benefits offered by this job

Health insurance

Pension plan

Paid time off

Hybrid on-site model

Job summary

DTCC in Metro Manila is seeking a Senior Analyst to lead onboarding and client lifecycle activities, delivering prompt guidance to applicants as they navigate risk and legal assessments.

You will collaborate with Relationship Management and other teams, manage documentation, and maintain data in DTCC systems, while compiling reports for leaders and auditors. This role emphasizes client service, risk awareness, and the ability to drive improvements in processes within a hybrid work model.

Qualifications

• Bachelor's degree or equivalent experience.
• Minimum 2 years of related experience.

Responsibilities

• Lead onboarding and account lifecycle activities for new clients.
• Coordinate with internal teams to ensure onboarding meets partner expectations.
• Review and store client documentation in line with audit requirements.
• Maintain and update data in DTCC systems.
• Prepare reports for internal partners, senior leadership, and auditors.

Skills

Client communication

Relationship management

Data management

Education

Bachelor's degree (preferred) or equivalent experience

Tools

Salesforce

Job description

Job 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're 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.

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).

The impact you will have in this role

Being a member of the Client Account Services Team, the Senior Analyst 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, the Senior Analyst 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, the Senior Analyst will lead critical processes that underpin the client account lifecycle, including the addition of accounts, mergers and acquisitions, and retirements. In addition, the Client Account Services Senior Analyst will have a passion for client service, an eagerness to quickly learn and perform at a high level across a variety of complex processes, and the ability to manage risk and identify improvement opportunities.

Your Primary Responsibilities

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
• Manage and review client documentation ensuring it is stored correctly in line with audit requirements
• Manage, update, and maintain data stored in DTCC's systems (e.g., Masterfiles, etc.)
• 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
• Collaborate effectively to get things done, building and nurturing strong relationships with internal partners and clients
• Highly motivated self-started with a strong work ethic and driven focus on results

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

Qualifications

Minimum 2 years of related experience

• Bachelor's degree (preferred) or equivalent experience

Talents Needed For Success

Take personal accountability to drive work forward

• Present information clearly in writing and orally in small and larger group settings
• Willingness to constructively challenge others on established views and contribute new ideas/alternative approaches
• Understand the needs of external clients, team members, and key internal partners across the organization

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.