At a Glance
- Tasks: Support client onboarding and manage the client account lifecycle in a dynamic team.
- Company: Join DTCC, a leader in financial market innovation with a supportive culture.
- Benefits: Competitive pay, health benefits, flexible work model, and professional development opportunities.
- Other info: Enjoy a £4000 shift allowance and excellent career growth in a diverse workplace.
- Why this job: Make a real impact while collaborating on innovative projects in the financial sector.
- Qualifications: 4 years of experience preferred; strong problem-solving and collaboration skills required.
The predicted salary is between 40000 - 50000 £ 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
- Competitive compensation, including base pay and annual incentive
- 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 critical role in supporting new client onboarding and managing the end-to-end client account lifecycle. You will serve as a key point of contact for prospective and existing clients, delivering timely, accurate, and professional guidance as they navigate onboarding, lifecycle events, risk, and regulatory requirements. This Associate role is with the National Securities Clearing Corporation (NSCC) Team supporting all NSCC products and services. In addition to executing complex onboarding and lifecycle events, including validations, account maintenance, and structural changes such as mergers and retirements, you will also support the day-to-day operational workflow of the team as a workflow supervisor, responsible for monitoring team workloads, productivity, and ensuring timely completion of critical tasks while maintaining adherence to risk and control standards. Your ability to balance operational execution with real-time oversight will help drive efficiency, mitigate risk, and ensure consistent, high-quality client experience. You will also contribute to process improvements and strategic initiatives that enhance the scalability and effectiveness of Client Account Services.
Your Primary Responsibilities
- Support client inquiries, document management, and system-of-record updates for complex client lifecycle activities, including onboarding, account maintenance, and entity changes (e.g., mergers).
- Serve as a workflow supervisor for daily team operations by monitoring work queues and pipeline volumes across onboarding and lifecycle processes, prioritising tasks based on urgency, risk, and client impact, ensuring timely progression of cases and adherence to service level expectations, identifying bottlenecks and reallocating work or escalating issues as needed, providing real-time guidance to analysts to ensure consistent, high-quality execution, and acting as a “go-to” resource for other team members.
- Partner with internal stakeholders (e.g., Relationship Management, Risk, Legal, Compliance) to ensure onboarding and lifecycle activities are executed seamlessly and meet all requirements.
- Compile and analyse reporting from multiple data sources to support operational oversight, management reporting, and audit/regulatory requests.
- Contribute to new product implementations and process enhancements impacting client onboarding and lifecycle activities.
- Maintain strong attention to detail and proactively identify operational risks, ensuring appropriate escalation and mitigation.
- Operate effectively in a fast-paced, client-facing environment, demonstrating strong problem-solving skills and the ability to manage competing priorities.
- Build and maintain strong relationships with internal partners and clients to ensure effective collaboration and delivery of services.
- Pay close attention to detail with a knack for identifying process and operational risks.
- Represent the Client Account Services NSCC team in project, system enhancement, and modernisation initiatives by providing subject-matter expertise, articulating business requirements, validating impacts to onboarding and lifecycle processes, and ensuring operational readiness for new capabilities.
Qualifications
- Minimum of 4 years of related experience
- Bachelor's degree preferred or equivalent experience
Talents Needed For Success
- Demonstrates expertise in the processes, tools and systems that underpin DTCC’s account lifecycle
- Minimises risks associated with departmental projects by observing established instructions and processes
- Goes above and beyond by investing their energy to realise team/department goals
- 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
- 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
- Strong technical skillset, including mastery of DTCC’s CRM tool (Salesforce), back-end systems, etc.
- Curious mindset and financial industry acumen (preferred)
We offer top-class training and development for you to be an asset in our organisation! Note this role comes with an attractive shift allowance of £4000 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.
Client Account Services Associate (1pm-9pm Shift) in Wrexham employer: The Depository Trust & Clearing Corporation (DTCC)
At DTCC, we pride ourselves on being an exceptional employer, offering a dynamic work environment that fosters innovation and collaboration. Our commitment to employee growth is evident through comprehensive training programmes and a flexible hybrid work model, allowing you to balance your professional and personal life effectively. With competitive compensation, robust health benefits, and a culture that values diversity and inclusion, DTCC is the ideal place for those looking to make a meaningful impact in the financial markets.
Contact Details:
The Depository Trust & Clearing Corporation (DTCC) Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Account Services Associate (1pm-9pm Shift) in Wrexham
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We think you need these skills to ace Client Account Services Associate (1pm-9pm Shift) in Wrexham
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✨Brush Up on Financial Analysis Skills
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