DTCC

Client Trainer Associate

DTCC$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum of 4 years of related experience
  • Bachelor's degree preferred or equivalent experience
  • Solid understanding of trade lifecycle
  • Knowledge of financial services and willingness to learn
  • Excellent presentation skills
  • Superb communication skills in English
  • Deep technical skills with ability to leverage learning tools

Responsibilities

  • Supports onboarding of new clients/users via established processes
  • Conducts instructor-led training programs via webinars or classroom sessions
  • Builds and maintains relationships with client-facing teams
  • Maintains updated knowledge of ITP products/services
  • Contributes to gathering and reporting on KPIs
  • Ensures training content reflects product and process changes
  • Designs and implements polished training materials
  • Applies current training facilitation trends
  • Manages own calendar to maximize training delivery
  • Aligns risk and control processes into daily responsibilities

Benefits

  • Opportunities for professional development
  • Collaborative team environment
  • Engagement with cutting-edge training techniques
  • Access to a broad spectrum of financial services expertise
  • Flexibility to cater training to client needs
Full Job Description
Job Description

The Impact you will have in this role:

As a member of the Client Learning team, the Client Trainer is responsible for ensuring that DTCC's clients are educated on how to maximize their use of DTCC's products and services. A deep knowledge of DTCC's products and the industry enables the Client Trainer to deliver training that is customized to the needs of each client, facilitating both the onboarding experience of new clients and their continuous learning.

Your Primary Responsibilities:

  • Supports onboarding of new clients/users via established processes, including needs assessment, outreach and follow up
  • Conducts and administers instructor-led training programs effectively via webinars or classroom sessions
  • Builds and maintains strong working relationships with other client-facing teams to ensure training delivered to client meets and exceeds expectations
  • Maintains detailed, updated knowledge of ITP products/services and keeps informed of business line strategies and priorities
  • Contributes to the gathering, analysis and reporting on KPIs and metrics to management and business stakeholders
  • Ensures change management of existing training delivery content to reflect product and process changes. Ensures content is updated, accurate, consistent and relevant
  • Designs, develops and implements professional, polished training materials such as Instructor Guides, Microsoft PowerPoint presentations and job aids
  • Keeps up to date and applies emerging and current training facilitation trends and best practices
  • Manages own calendar schedule to maximize training delivery whilst being flexible to clients' needs
  • Aligns risk and control processes into day to day responsibilities to monitor and mitigate risk; escalates appropriately.


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


Talents Needed for Success:
  • Solid understanding of trade lifecycle and DTCC's Equity Clearing & Settlement and/or Asset Services products
  • Knowledge of financial services, with a curiosity to learn more and keep up to date with the evolving nature of the industry
  • Excellent presentation skills to deliver training to an audience with varying degrees of experience
  • Superb communication (oral and written) in English
  • Good interpersonal and listening skills
  • Deep technical skills, with the ability to adopt new technologies and leverage learning tools
  • Ability to deliver engaging and effective training to communicate product features, usage, processes and workflows


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

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