Job DescriptionThe Impact you will have in this role:Being a member of the FICC Client Success Management (CSM) Team, the Senior Associate will play an important role with new member onboarding and account lifecycle activities. The team member will interact directly with prospective and new clients, delivering prompt and professional guidance to applicants as they navigate through the entire onboarding process. Upon activation of membership, the team will lead critical processes that underpin the client account lifecycle including add on accounts, products, and services. In addition, the FICC Client Success Management - Senior Associate will have a passion for client services, act as role model for all DTCC products and services, and contribute to the strategic direction of the larger organization.
Your Primary Responsibilities:- Manage all aspects of the Client Onboarding, Integration and Lifecycle Events for GSD and MBSD
- Hold project kickoff meetings to align on expectations, timelines, and overall results
- Learn and understand Treasury Clearing Mandate and priority internal initiatives
- Manage the membership application process and lead all aspects of setups across Client Test and Production Environments
- Drive client engagement/activities, and coordinate with the vital people/groups to facilitate client conversations (ex. Legal, Product, Credit, Connectivity)
- Support FICC CSM Director as needed on work assignment / product engagement
- Serve as the SME for the business/technical side of onboarding requirements and help educate partners on the onboarding process
- SME knowledge on business side implementations for product and services
- Represent CSM on Cross Functional Teams/Agile Programs within their assigned division when needed
- Build and maintain strong relationships across all groups involved with the Client Onboarding process
- Identify and implement opportunities for efficiencies by working across the Client Services Teams and overall DTCC Organization
- Work with the CSM management to identify additional controls for high-risk tasks
- Work with the management on documenting any procedural changes to DTCC's documentation Navex library
- Assist management with training program for all new hires and partake in training
- Act as a lead on high value projects/initiatives
Qualifications:- 5-10 years of related experience
- Bachelor's degree preferred or equivalent experience
Talents Needed for Success:- 5-10 years of related experience in the Financial Services industry preferable
- Must have extensive client facing experience with proven ability to effectively manage client expectations and concerns
- Must have a good understanding of the end-to-end trade processing
- Knowledge and experience of the SIFMU Businesses strongly preferred
- Solid presentation skills strongly preferred
- UAT experience is a plus
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.
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).
About the TeamEnterprise 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.
