Job Description

The impact you will have in this role: As a member of the Client Account Services team, you will play a supporting role in key new member onboarding and account lifecycle activities. As one of the first DTCC team members to directly contact potential new clients, you 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, you will support critical processes that underpin the client account lifecycle including certain anti-money laundering (AML) and know-your-customer (KYC) validations, the addition of accounts, mergers and acquisitions, and retirements. Our Client Account Services Analysts have a passion for client service, an eagerness to quickly learn and implement at a high level across a variety of complex processes, and the ability to handle risk and identify improvement opportunities. What You'll Do: Support onboarding of new accounts by handling required risk and legal documentation through DTCCs Membership Application Portal Review and accept all new sales contracts and amendments/addendum to ensure company-wide compliance with established procedures 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 stakeholder expectations Handle, update, and maintain data stored in DTCCs systems (e.g., Masterfile, etc.) Perform various anti-money laundering (AML) and know-your-customer (KYC) validations to support new onboarding and regular refreshes Ability to function in a fast-paced, high-pressure client-facing environment Pay close attention to detail with a knack for identifying process and operational risks Strong critical thinking and problem-solving skills Ability to collaborate optimally to get things done, building, and encouraging positive 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; escalates appropriately. Education: Bachelor's degree or equivalent experience. Talents Needed for Success: 3+ Years of experience highly preferred. Adheres to established rules and procedures when performing work Takes personal accountability to drive work forward Presents information clearly in writing and orally in small group settings Understands the needs of external clients, Client Account Services team members, and key internal stakeholders across the organization.