Client Onboarding Senior Analyst (EMEA Shift)

Depository Trust & Clearing Corporation; Makati; Hybrid; PHP 1,200,000 - 1,800,000; Full time

Benefits offered by this job

Health and life insurance

Pension benefits

Paid Time Off

Hybrid work model

Job summary

DTCC Philippines is seeking a Client Onboarding Analyst to manage onboarding of DTCC Solutions for client engagements. You will serve as the primary contact, manage a project plan, and oversee onboarding activities from start to go-live.

The role requires strong organizational and communication skills, the ability to handle multiple projects, and comfort with a hybrid work model combining onsite and remote days.

Qualifications

• Bachelor's degree or equivalent experience.

Responsibilities

• Support delivery of solution proposals and technical specifications.
• Grow knowledge about the company's products and related technologies.
• Serve as the business analyst/project manager for each client engagement and manage scope/time.
• Act as primary client contact and manage multiple projects concurrently.
• Lead regular project status meetings with clients and provide updates.
• Support clients during test activities and handover to Production Support.
• Oversee transition to operations after project delivery.
• Collaborate with senior team members on post-project evaluations.
• Provide technical documentation and support materials for client implementation.
• Support operational readiness and modernization efforts for DTCC solutions.

Skills

Organizational skills

Communication skills

Presentation skills

Customer engagement

Problem solving

Independent work

Multi-project management

Project management

Second language

Education

Bachelor's degree preferred

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 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.

Enterprise Services comprises of multiple business platforms including Client Operations, 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.

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 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.

The Impact you will have in this role:

Being a member of the Client Onboarding team, the Client Onboarding Analyst works directly with clients and internal business partners to manage the implementation of the DTCC Solutions suite of products. The Client Onboarding Analyst will act as the primary point of contact for Client engagements while managing a project plan, and executing and overseeing all onboarding activities through "go- live" to ensure targeted completion dates are achieved.

Your Primary Responsibilities:

• Support delivery of solution proposals, including technical specifications and cost estimations.
• Continue to grow and build on knowledge about the company's products, solutions, and related technologies.
• Serve as the business analyst/project manager for each client engagement. Manage project scope and timeline to ensure all deliverables meet established quality standards and client expectations.
• Act as the primary client point of contact. Successfully engage in multiple client projects simultaneously. Communicate proactively and regularly with management regarding project updates.
• Lead regular project status meetings with clients to provide project status updates as required in client contracts.
• Support clients during client test activities. Monitor client progress during initial production rollout and successfully handover to Production Support teams.
• Oversee or support transition to operations and support teams after project delivery.
• Work with Senior team members to conduct post-project evaluations to assess project success and identify areas for improvement.
• Provide technical documentation and support materials as needed for successful client implementation.
• Support and execute on operational readiness activities and modernization exercise for various DTCC solutions.

Qualifications:

• Bachelor's degree preferred or equivalent experience

Talents Needed for Success:

• Strong organizational and time management skills.
• Ability to understand complex technical problems and offer practical and innovative solutions.
• Excellent verbal and written communication skills, with the ability to simplify technical jargon to diverse audiences.
• Strong presentation skills with experience delivering compelling technical presentations to clients.
• Proven ability to engage with customers, understand their needs, and craft technical solutions that address their pain points.
• Experience in a fast-paced technology-driven environment.
• Ability to work independently and manage multiple projects simultaneously.
• PMP or equivalent project management certification is preferred.
• Proficient in a second language is highly desirable.

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 www.dtcc.com 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 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 clicking here.

About the Team

Enterprise Services comprises 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.