At a Glance
- Tasks: Lead client onboarding and account lifecycle activities in a fast-paced environment.
- Company: DTCC is a leader in financial market innovation, processing over 100 million transactions daily.
- Benefits: Enjoy a competitive salary, flexible work options, health insurance, and generous paid time off.
- Why this job: Join a dynamic team where your contributions make a real impact in the financial sector.
- Qualifications: 2+ years of experience preferred; a degree is a plus but not mandatory.
- Other info: Attractive shift allowance and commitment to diversity and inclusion.
The predicted salary is between 20833 - 22500 £ per year.
Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.
Pay and Benefits:
- Salary range £25000-£27000 per annum with bonus
- Comprehensive health and life insurance and well-being benefits
- Pension
- 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).
The impact you will have in this role:
As a member of the Client Account Services team, you will play a leading role in key new member onboarding and account lifecycle activities. Upon application approval, you will lead 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 Senior 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 lead risk and identify improvement opportunities.
Your Primary Responsibilities:
- Review and accept all sales contracts and amendments/addendums 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 partner expectations
- Lead, update, and maintain data stored in DTCC's systems (e.g., Masterfiles, etc.)
- Perform various anti-money laundering (AML) and know-your-customer (KYC) validations to support new onboardings and regular refreshes
- Compile reporting for use by internal partners, senior leadership, and auditors/regulators
- Support new product initiatives that intersect with client account onboarding and lifecycle processes
- Ability to function in a fast-paced, high-pressure client-facing environment
- Pay close attention to detail with a curiosity about identifying process and operational risks
- Strong critical thinking and problem-solving skills
Qualifications:
- Minimum of 2 years of related experience
- Bachelor's degree preferred or equivalent experience
Talents Needed For Success:
- 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 and larger group settings
- Willingness to constructively challenge others on established views and chip in new ideas/alternative approaches
- Understands the needs of external clients, Client Account Services team members, and key internal partners across the organization
We offer top class training and development for you to be an asset in our organization! Note this role comes with an attractive shift allowance of £3500 per annum.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
About Us:
DTCC safeguards the financial markets and helps them run efficiently, in times of prosperity and crisis. We are uniquely positioned at the center of global trading activity, processing over 100 million financial transactions every day, pioneering industry-wide, post-trade solutions and maintaining multiple data and operating centers worldwide. From where we stand, we can anticipate the industry's needs and we're working to continually improve the world's most resilient, secure and efficient market infrastructure. Our employees are driven to deliver innovative technologies that improve efficiency, lower cost and bring stability and certainty to the post-trade lifecycle.
DTCC proudly supports Flexible Work Arrangements favoring openness and gives people freedom to do their jobs well, by encouraging diverse opinions and emphasizing teamwork. When you join our team, you'll have an opportunity to make meaningful contributions at a company that is recognized as a thought leader in both the financial services and technology industries. A DTCC career is more than a good way to earn a living. It's the chance to make a difference at a company that's truly one of a kind.
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.
Client Account Services Senior Analyst (1pm-9pm Shift) | Wrexham, UK employer: DTCC
Contact Detail:
DTCC Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Account Services Senior Analyst (1pm-9pm Shift) | Wrexham, UK
✨Tip Number 1
Familiarise yourself with the financial services industry, particularly in areas related to client account management, AML, and KYC processes. Understanding these concepts will not only help you during interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with current or former employees of DTCC on platforms like LinkedIn. Engaging with them can provide you with insider knowledge about the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 3
Prepare for potential interview questions by practising how you would handle client interactions and problem-solving scenarios. Think of examples from your past experience that showcase your ability to manage client accounts effectively.
✨Tip Number 4
Showcase your adaptability and willingness to learn new systems, especially CRM tools like Salesforce. Highlighting your tech-savviness can set you apart, as the role involves maintaining data in various systems.
We think you need these skills to ace Client Account Services Senior Analyst (1pm-9pm Shift) | Wrexham, UK
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially in client account services, compliance, and any roles that required attention to detail. Use keywords from the job description to align your skills with what DTCC is looking for.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific projects or initiatives at DTCC that resonate with you and explain how your background makes you a great fit for their team.
Showcase Your Communication Skills: Since the role involves direct communication with clients and internal teams, provide examples in your application of how you've effectively communicated in previous roles. Highlight any experience with CRM tools like Salesforce.
Highlight Problem-Solving Abilities: Demonstrate your critical thinking and problem-solving skills by including examples of challenges you've faced in past positions and how you overcame them. This will show DTCC that you can thrive in a fast-paced environment.
How to prepare for a job interview at DTCC
✨Understand the Role
Make sure you thoroughly understand the responsibilities of a Client Account Services Senior Analyst. Familiarise yourself with key terms like AML and KYC, as well as the onboarding process. This will help you answer questions confidently and demonstrate your knowledge.
✨Showcase Your Communication Skills
Since this role involves direct communication with clients and internal teams, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated in previous roles, especially in high-pressure situations.
✨Demonstrate Problem-Solving Abilities
Be ready to discuss specific instances where you've identified and solved problems in your past work. Highlight your critical thinking skills and how they can benefit the team at DTCC.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and the specific challenges the Client Account Services team faces. This shows your genuine interest in the role and helps you assess if it's the right fit for you.