Asset Servicing Client Agent Services Senior Analyst

DTCC; Tampa (FL); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Pension/Retirement

Paid Time Off

Hybrid work model

Job summary

DTCC in Tampa, FL is seeking a Corporate Actions Senior Analyst to provide client support for Asset Servicing products. You will manage inquiries via Salesforce, phone, and web portal, ensuring timely resolutions while coordinating with Operations, Agents, and Relationship Management.

The role emphasizes accurate processing, adherence to procedures, and proactive risk management within a hybrid work environment.

Qualifications

• Minimum of 2 years of related experience.
• Bachelor's degree preferred or equivalent experience.
• Experience within financial services, securities operations, asset servicing, Corporate Actions, or a related field preferred.

Responsibilities

• Research and respond to client inquiries related to Corporate Actions and Asset Services through Salesforce, telephone, and web portal.
• Execute operational processes in accordance with documented procedures and job aids, including specialized workflows and complex client inquiries.
• Take ownership of assigned workload and ensure deliverables are completed accurately within established procedures and timelines.
• Identify and escalate complex or time-sensitive client issues and collaborate with internal stakeholders for timely resolution.
• Maintain a strong focus on client service with timely, accurate, and professional responses throughout the inquiry and resolution process.
• Build and maintain relationships with internal and external stakeholders to facilitate issue resolution and process improvements.

Skills

Collaboration

Communication

Attention to detail

Research

Analytical thinking

Time management

Ownership

Adherence to procedures

Adaptability

Education

Bachelor's degree

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.

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:

Asset Servicing Operations (ASO) provides operational and client service support for DTCC’s Asset Services products and services. The Asset Servicing Client Support team provides centralized support to DTC clients, serving as a primary point of contact for inquiries and escalations.

The Corporate Actions Senior Analyst researches and responds to client inquiries and escalations, partnering with Operations, Agents, Participants, Relationship Management, and other internal stakeholders to provide timely and accurate resolutions. The role provides client support through Salesforce, telephone, and the web portal and tracks inquiries and escalations through resolution.

Your Primary Responsibilities

• Research and respond to client inquiries related to Corporate Actions and Asset Services products and services through Salesforce, telephone, and the web portal.
• Execute operational processes in accordance with documented procedures and job aids, including specialized workflows, exception handling, and complex client inquiries.
• Take ownership of assigned workload and ensure deliverables are completed accurately and within established procedures, service expectations, metrics, and critical timeframes while effectively managing competing priorities.
• Identify and escalate complex or time-sensitive client issues appropriately and partner with internal stakeholders to support timely resolution.
• Maintain a strong focus on client service by providing timely, accurate, and professional responses throughout the inquiry and resolution process.
• Build and maintain strong relationships with internal and external stakeholders, including Operations and Agents, to facilitate issue resolution, process improvements, and risk reduction.
• Apply departmental risk and control requirements to day-to-day responsibilities to monitor and mitigate risk and elevate concerns appropriately.
• Identify opportunities to improve procedures, processes, client experience, and operational efficiency.
• Demonstrate effective written and verbal communication skills, actively participate in meetings, and demonstrate curiosity and a commitment to continued learning.
• Support knowledge sharing and facilitate training for junior team members as directed by management.
• Participate in departmental projects and initiatives.

Qualifications

• Minimum of 2 years of related experience.
• Bachelor's degree preferred or equivalent experience.
• Experience within financial services, securities operations, asset servicing, Corporate Actions, or a related field preferred.

Qualifications:

• Minimum of 2 years of related experience.
• Bachelor's degree preferred or equivalent experience.
• Experience within financial services, securities operations, asset servicing, Corporate Actions, or a related field preferred.

Talents Needed for Success

• Collaborates effectively within and across teams.
• Communicates clearly and professionally with clients, colleagues, and stakeholders.
• Demonstrates strong attention to detail and a commitment to quality and accuracy.
• Possesses strong research, analytical, and problem-solving skills.
• Effectively manages multiple priorities and time-sensitive requests.
• Demonstrates ownership and follows issues through resolution.
• Adheres to established procedures and risk and control requirements.
• Demonstrates adaptability and a willingness to develop knowledge of Corporate Actions, Asset Services products, systems, and processes.

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 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.