Onboarding Client Service Analyst

DTCC; Jersey City (NJ); Hybrid; USD 70,000 - 90,000; Full time

Job summary

DTCC is seeking an Integration Technical Analyst I to facilitate client onboarding and lifecycle activities within a supportive environment. You will manage client relationships, ensure efficient processes, and contribute to team success while fostering strong connections across departments. Ideal candidates possess strong communication and problem-solving skills with at least 2 years of experience in the financial services industry.

Benefits

Competitive compensation

Comprehensive health and life insurance

Pension / Retirement benefits

Paid Time Off and Personal/Family Care

Flexible/hybrid work model

Qualifications

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

Responsibilities

• Manage cases and handle all aspects of the client lifecycle events.
• Build and maintain procedures or project materials.
• Identify and implement opportunities for efficiencies.

Skills

Client focused experience

Strong communication skills

Interpersonal skills

Problem-solving skills

Education

Bachelor's degree or equivalent experience

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.

The Chief Client Office (CCO) is focused on providing a consistent Client Experience across all business lines and geographies, enabling enhanced Client Satisfaction, Revenue Growth and Business Line Success. The CCO function includes Sales, Partners, Relationship Management, Integration, Marketing & Communications and Sales Analytics & Operations.

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).

Your Primary Responsibilities:

The Integration Technical Analyst I within SIFMU Integration, is responsible for helping the team with new member onboarding, account changes and supporting lifecycle activities. The team will interact directly with potential new clients, delivering prompt and professional guidance to applicants as they navigate through the onboarding process. Upon activation of membership, you will assist in processes and underpin the client account lifecycle including add-on accounts, products and services.

• Manage cases and handle all aspects of the client lifecycle events
• Coordinate with Integration Team as needed on client inquiries, project task or assignment
• Represent Integration on Cross Functional Teams within their assigned division as needed
• Help SIFMU Integration team follow controls for higher risk tasks
• Build and maintain procedures or project materials as needed (document procedure, test plans, etc.)
• Aspire to gain knowledge on technical implementations for product and services
• Build and maintain strong relationships across all groups involved with onboarding and lifecycle activities
• Identify and implement opportunities for efficiencies by working across the Global Solutions Delivery Client Services teams and overall DTCC Organization
• Ability to function in a fast-paced, high-pressure, client-facing environment
• Pay close attention to detail with an interest in identifying process and operational risks
• Strong critical thinking and problem-solving skills
• Ability to collaborate effectively to get things done, building, and nurturing strong relationships both with internal partners and clients
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
• Aligns risk and control processes into day-to-day responsibilities to monitor and mitigate risk; advances appropriately
• Provide testing support and answer client inquiries concerning account set-ups, files, subscriptions
• Accountable for the success of Client lifecycle case work and the resolution of issues that arise
• Successfully engage in multiple client projects simultaneously

Qualifications:

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

Talents Needed for Success:

• Strong Client focused experience working in the financial or professional services industry.
• Experience working as an independent contributor in a team setting
• Strong Client facing communication skills, both written and verbal
• Independently support clients and manage client and/or internal projects
• Great interpersonal skills with ability to work effectively in a team environment.

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.