At a Glance
- Tasks: Join our team to support client onboarding and manage account lifecycle activities.
- Company: DTCC is a leader in financial market innovation, dedicated to employee growth and success.
- Benefits: Enjoy a salary of £25,000-£27,000, health insurance, pension, and flexible hybrid work options.
- Other info: We value diversity and provide accommodations for individuals with disabilities.
- Why this job: Make a real impact while collaborating with a dynamic team in a supportive environment.
- Qualifications: 2 years of experience preferred; a Bachelor's degree is a plus.
The predicted salary is between 25000 - 27000 £ 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.
The Chief Client Office (CCO) is focused on providing a consistent Client Experience across all business lines and geographies, enabling enhanced Client Satisfaction, Revenue Growth and Business Line Success. The CCO function includes Sales, Partners, Relationship Management, Integration, Marketing & Communications and Sales Analytics & Operations.
Pay and Benefits:
- Salary range £27000-£29000 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. As one of the first DTCC team members to interact directly with potential new clients, you will be responsible for delivering prompt and professional guidance to applicants as they navigate through the various risk and legal assessment phases of their application. 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 execute at a high level across a variety of complex processes, and the ability to manage risk and identify improvement opportunities.
Your Primary Responsibilities:
- Support onboarding of new accounts by managing required risk and legal documentation through DTCC’s Membership Application Portal
- Review and accept all new 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 stakeholder expectations
- Manage, 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 stakeholders, 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 knack for identifying process and operational risks
- Strong critical thinking and problem-solving skills
- Ability to collaborate effectively to get things done, building and nurturing strong relationships both with internal partners and clients
- Enthusiastic, highly motivated self-started with a strong work ethic and intense focus on results
- Aligns risk and control processes into day to day responsibilities to monitor and mitigate risk; escalates appropriately
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 contribute new ideas/alternative approaches
- Understands the needs of external clients, Client Account Services team members, and key internal stakeholders across the organization
We offer top class training and development for you to be an asset in our organization!
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.
Client Account Services Senior Analyst in Wrexham employer: DTCC
At DTCC, we pride ourselves on being an excellent employer by fostering a dynamic and supportive work culture that prioritises employee growth and well-being. With a competitive salary, comprehensive benefits, and a flexible hybrid working model, we empower our Integration Senior Analysts to thrive in their roles while making a meaningful impact in the financial markets. Join us to be part of a diverse team that values innovation and collaboration, ensuring you have the resources and opportunities to succeed.
StudySmarter Expert Advice🤫
We think this is how you could land Client Account Services Senior Analyst in Wrexham
✨Tip Number 1
Familiarise yourself with the financial services industry, particularly in areas like anti-money laundering (AML) and know-your-customer (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 valuable insights into the company culture and expectations, which can be a great advantage during your application process.
✨Tip Number 3
Prepare to discuss specific examples from your past experience that showcase your client service skills and ability to manage complex processes. Being able to articulate these experiences clearly will set you apart from other candidates.
✨Tip Number 4
Stay updated on the latest trends and challenges in the financial markets. Showing that you are informed about the industry can impress interviewers and demonstrate your proactive approach to professional development.
We think you need these skills to ace Client Account Services Senior Analyst in Wrexham
Some tips for your application 🫡
Understand the Role:Before applying, take the time to thoroughly read the job description for the Client Account Services Senior Analyst position. Understand the key responsibilities and qualifications required, as this will help you tailor your application.
Highlight Relevant Experience:In your CV and cover letter, emphasise your experience related to client services, risk management, and any relevant financial industry knowledge. Use specific examples to demonstrate how your background aligns with the role's requirements.
Showcase Your Skills:Make sure to highlight your critical thinking, problem-solving skills, and ability to manage client relationships effectively. Mention any experience with AML and KYC processes, as these are crucial for the position.
Craft a Compelling Cover Letter:Write a personalised cover letter that reflects your enthusiasm for the role and the company. Discuss why you want to work at DTCC and how you can contribute to their mission of enhancing client satisfaction and business success.
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, KYC, and client onboarding processes, as these will likely come up during your interview.
✨Showcase Your Client Service Skills
Prepare examples from your past experiences that demonstrate your passion for client service. Highlight situations where you successfully managed client expectations or resolved issues, as this role heavily focuses on client interaction.
✨Demonstrate Attention to Detail
Since the role involves managing risk and legal documentation, be ready to discuss how you ensure accuracy in your work. You might want to share specific strategies you use to maintain attention to detail in high-pressure environments.
✨Prepare for Team Collaboration Questions
Expect questions about how you work with internal teams. Think of examples where you collaborated effectively to achieve a common goal, as this role requires strong relationship-building skills with various stakeholders.
