Client Onboarding Associate

DTCC; Jersey City (NJ); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation

Health and life insurance

Pension / Retirement benefits

Paid Time Off and Personal/Family Care

Hybrid work model: 3 days onsite, 2 at

across-team collaboration

Job summary

DTCC is seeking an Implementation Analyst within the SIFMU Integration and a member of the CSS Onboarding & Lifecycle Operations team. You will manage the full project lifecycle and implement the DTCC Solutions suite for clients, coordinating onboarding from initiation through production readiness and go-live.

You will build strong client relationships, manage expectations and risk, and ensure successful adoption of strategic initiatives across multiple engagements.

Qualifications

• Minimum of 4 years of related experience.
• Bachelor's degree preferred or equivalent experience.
• PMP certified desirable.
• Experience in Financial Services industry with understanding of Institutional Trade Flow and Trade Processing.
• Experience with similar messaging systems and protocols desirable.
• Extensive client facing experience with ability to manage expectations.
• Strong verbal and written communication skills.
• Familiarity with online training and presentation platforms.

Responsibilities

• Serve as the business analyst/project manager for each client engagement and manage scope and timelines.
• Elicit requirements via interviews, document analysis, and workflow analysis.
• Develop project artifacts using standard templates.
• Accountable for project success and issue resolution.
• Lead regular status meetings with clients and provide updates.
• Support clients during testing and production rollout, handover to Support.
• Recommend product enhancements based on client projects.
• Participate in internal cross-functional initiatives.
• Assist with miscellaneous duties as requested by the Integration Manager.
• Aligns risk and control processes into daily responsibilities.

Skills

Project management

Client-facing experience

Communication skills

Problem solving

Requirements elicitation

Stakeholder management

Education

Bachelor's degree or equivalent experience

Tools

WebEx

ITP products

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 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.

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:

As an Implementation Analyst within SIFMU Integration and a member of the CSS Onboarding & Lifecycle Operations team, you will work directly with clients and internal business partners to manage the full project life cycle and implement the DTCC Solutions suite of products. You will lead onboarding activities from project initiation through production readiness and go-live, build strong relationships, manage client expectations and risk, coordinate stakeholders and resources, solve complex business challenges, and ensure targeted completion dates are achieved. Your efforts will directly support a positive client experience, operational efficiency, and the successful adoption of strategic business initiatives.

Primary Responsibilites:

• 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.
• Elicit requirements using interviews, document analysis, requirements gathering meetings, workflow analysis and develop recommendations based on experience gathered from past client engagements.
• Develop and document project artifacts, as needed, using standard templates (e.g. Business Requirements Document, Conformance Tests, Project Status Reports).
• Accountable for project success and the resolution of all issues that arise during the project life cycle.
• 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.
• Make recommendations to Product Management for enhancements to products identified during client projects.
• Participate in internal Cross Functional initiatives.
• Assist with other miscellaneous duties, as requested, by the Integration Manager.
• Aligns risk and control processes into day to day responsibilities to monitor and mitigate risk; escalates appropriately

Leadership Competencies:

• Accountability: Demonstrates reliability by taking necessary actions to continuously meet required deadlines and goals.
• Global Collaboration: Applies global perspective when working within a team by being aware of own style and ensuring all relevant parties are involved in key team tasks and decisions.
• Communication: Articulates information clearly and presents information effectively and confidently when working with others.
• Influencing: Convinces others by making a strong case, bringing others along to their viewpoint; maintains strong, trusting relationships while at the same time is comfortable challenging ideas.
• Innovation and Creativity: Thinks boldly and out of the box, generates new ideas and processes, and confidently pursues challenges as new avenues of opportunity

Qualifications:

• Minimum of 4 years of related experience
• Bachelor's degree preferred or equivalent experience

Talents Needed for Success:

• Demonstrated project management and application integration skills required, PMP certified desirable.
• Minimum of 3 years of related experience preferably in the Financial Services industry with understanding of the Institutional Trade Flow and Trade Processing business e.g. STP and current securities industry initiatives
• Experience with similar business/application messaging systems and protocols highly desirable
• Must have extensive client facing experience with proven ability to effectively manage client expectations and concerns
• Strong verbal and written communication skills to communicate information/issues clearly and succinctly to technical/non-technical colleagues and clients. Demonstrated problem-solving capability and analytical skills
• Working knowledge of PC hardware/software and operating systems. Familiarity with on-line training and presentation platforms e.g. WebEx. Knowledge or experience using ITP products desirable

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.