DTCC

Asset Servicing Client & Agent Services Senior Analyst

DTCC • $80K — $100K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum of 2 years of related experience.
  • Bachelor's degree preferred or equivalent experience.
  • Experience in financial services, securities operations, asset servicing, Corporate Actions, or a related field preferred.
  • Strong attention to detail and commitment to quality and accuracy.
  • Strong research, analytical, and problem-solving skills.

Responsibilities

  • Research and respond to client inquiries related to Corporate Actions and Asset Services.
  • Execute operational processes according to documented procedures and job aids.
  • Take ownership of assigned workload and meet service expectations and deadlines.
  • Identify and escalate complex client issues effectively.
  • Maintain a strong focus on client service throughout the inquiry and resolution process.
  • Build and maintain relationships with internal and external stakeholders to facilitate issue resolution.
  • Identify opportunities to improve procedures and operational efficiency.

Benefits

  • Support for continued learning and development opportunities.
  • Engagement in departmental projects and initiatives.
  • Collaboration with a diverse team across various business platforms.
Full Job Description
Job Description

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 escalate 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.


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.

About DTCC

The Depository Trust & Clearing Corporation (DTCC) is a financial services company that provides clearing, settlement, and information services for the global financial industry. DTCC was founded in 1999 and is headquartered in New York City. The company operates through subsidiaries that provide services such as trade matching, risk management, and asset servicing. DTCC is owned by its users, which include broker-dealers, banks, and other financial institutions. The company is committed to reducing risk and increasing efficiency in the financial markets.
Learn more about DTCC
Size
4,000 employees
Industry
Founded
1973

Similar Jobs

More Jobs at DTCC

More Finance & Insurance Jobs

Find similar Asset Servicing Client & Agent Services Senior Analyst jobs: