DTCC

Client Onboarding Associate

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

Qualifications

  • 4+ years of related experience required
  • Bachelor's degree preferred or equivalent experience
  • Demonstrated project management and application integration skills
  • 3+ years of experience in Financial Services, specifically in Trade Flow and Processing
  • Extensive client-facing experience managing expectations and concerns
  • Strong verbal and written communication skills
  • Working knowledge of PC hardware/software and online training platforms

Responsibilities

  • Serve as primary analyst/project manager for client engagements, managing scope and timeline
  • Elicit and document requirements through interviews and analysis
  • Develop project artifacts using standard templates
  • Ensure project success by resolving issues throughout the life cycle
  • Lead project status meetings, providing updates to clients
  • Support clients during testing and initial production rollout
  • Recommend product enhancements based on client projects

Benefits

  • Collaborative work environment fostering global teamwork
  • Opportunity to contribute to strategic business initiatives
  • Access to professional development and training resources
  • Involvement in cross-functional initiatives to enhance skill sets
  • Long-term career growth potential within a diverse organization
Full Job Description
Job Description

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.

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 Client Onboarding Associate jobs: