Client Account Services Senior Analyst (1pm-9pm Shift)
Client Account Services Senior Analyst (1pm-9pm Shift)

Client Account Services Senior Analyst (1pm-9pm Shift)

Wrexham Full-Time 25000 - 27000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead client onboarding and account lifecycle activities in a dynamic team.
  • Company: Join DTCC, a leader in financial market innovation and employee development.
  • Benefits: Enjoy a competitive salary, health insurance, flexible work model, and generous leave policies.
  • Why this job: Make a real impact while collaborating with a supportive team in a fast-paced environment.
  • Qualifications: 2+ years of experience preferred; a degree is a plus but not mandatory.
  • Other info: Shift allowance of £3500 per annum and a commitment to diversity and inclusion.

The predicted salary is between 25000 - 27000 £ per year.

Note this role comes with an attractive shift allowance of £3500 per annum.

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're 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

NOTE: The Primary Responsibilities of this role are not limited to the details above.

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!

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 (1pm-9pm Shift) employer: The Depository Trust & Clearing Corporation (DTCC)

At DTCC, we pride ourselves on being an exceptional employer, offering a vibrant work culture that champions innovation and collaboration. With a competitive salary, comprehensive benefits including health insurance and a generous shift allowance, we are dedicated to supporting your professional growth through top-class training and development opportunities. Our flexible hybrid model allows for a balanced work-life integration, making DTCC an ideal place for those seeking meaningful and rewarding employment in the financial sector.
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Contact Detail:

The Depository Trust & Clearing Corporation (DTCC) Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Account Services Senior Analyst (1pm-9pm Shift)

✨Tip Number 1

Familiarise yourself with the key responsibilities of the Client Account Services Senior Analyst role. Understanding AML and KYC processes will give you an edge, as these are crucial for the position. Research common challenges in these areas to demonstrate your proactive approach.

✨Tip Number 2

Network with current or former employees at DTCC, especially those in client services roles. They can provide insights into the company culture and expectations, which can help you tailor your approach during interviews.

✨Tip Number 3

Prepare to discuss specific examples from your past experience that showcase your problem-solving skills and attention to detail. Highlight situations where you successfully managed client relationships or improved processes, as these are key aspects of the role.

✨Tip Number 4

Stay updated on industry trends and regulatory changes related to financial markets. Being knowledgeable about current events can help you engage in meaningful conversations during interviews and show your commitment to the field.

We think you need these skills to ace Client Account Services Senior Analyst (1pm-9pm Shift)

Client Service Orientation
Anti-Money Laundering (AML) Knowledge
Know Your Customer (KYC) Compliance
Data Management Skills
Salesforce CRM Proficiency
Attention to Detail
Critical Thinking
Problem-Solving Skills
Effective Communication Skills
Team Collaboration
Process Improvement
Time Management
Adaptability in Fast-Paced Environments
Report Compilation and Analysis

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience, especially in client account services, AML, and KYC processes. Use keywords from the job description to demonstrate your fit for the role.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and your ability to thrive in fast-paced environments. Mention specific examples of how you've successfully managed client onboarding or lifecycle activities in the past.

Highlight Relevant Skills: Emphasise your critical thinking, problem-solving skills, and attention to detail in your application. These are key traits that DTCC values in their Client Account Services Senior Analysts.

Prepare for Potential Questions: Think about how you would respond to questions regarding your experience with compliance, risk management, and client communication. Be ready to discuss how you can contribute to the team and improve processes.

How to prepare for a job interview at The Depository Trust & Clearing Corporation (DTCC)

✨Understand the Role

Make sure you thoroughly understand the responsibilities of a Client Account Services Senior Analyst. Familiarise yourself with key processes like AML and KYC validations, as well as the importance of client onboarding and account lifecycle activities.

✨Showcase Your Communication Skills

Since this role involves direct communication with clients and internal teams, be prepared to demonstrate your ability to present information clearly. Practice articulating your thoughts both in writing and verbally, as this will be crucial during the interview.

✨Highlight Problem-Solving Abilities

Prepare examples from your past experience where you've successfully identified and resolved issues. This role requires strong critical thinking skills, so showcasing your ability to tackle challenges will set you apart.

✨Demonstrate Attention to Detail

Given the nature of the work, attention to detail is vital. Be ready to discuss how you ensure accuracy in your work and how you approach tasks that require meticulousness, especially in compliance-related activities.

Client Account Services Senior Analyst (1pm-9pm Shift)
The Depository Trust & Clearing Corporation (DTCC)
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