Client Account Services Senior Analyst (US Shift)

The Depository Trust & Clearing Corporation (DTCC); Metro Manila; Hybrid; PHP 700,000 - 1,100,000; Full time

Benefits offered by this job

Health and life insurance

Pension/Retirement

Paid Time Off and family care leaves

Hybrid 3 onsite / 2 remote

Job summary

DTCC in Manila, Philippines, is seeking a Senior Analyst for Client Account Services to lead onboarding and lifecycle activities for new clients. You will guide applicants through risk and legal assessments, manage accounts, mergers, retirements, and ensure high-quality client service.

The role requires quick learning, strong collaboration with internal teams, and data governance across systems. A hybrid work model is offered, with both onsite and remote days.

Qualifications

• Bachelor's degree or equivalent experience.
• Minimum 2 years of related experience.
• Strong written and oral communication.

Responsibilities

• Respond directly to applicants/clients via phone or CRM tools (e.g., Salesforce).
• Coordinate with internal teams to ensure onboarding and lifecycle activities run smoothly.
• Review and manage client documentation in line with audit requirements.

Skills

Client onboarding

Account lifecycle management

CRM administration

Risk awareness

Communication skills

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

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.