Senior Client Account Services Professional

17 hours ago

Manila, National Capital Region, Philippines beBeeBusiness Full time ₱45,000 - ₱90,000
Job Title

A Business Analyst position is available to support the client account lifecycle. This role will be responsible for managing risk and legal documentation, reviewing sales contracts, and responding to applicants via various communication mediums.

Key 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
Requirements
  • Minimum of 2 years of related experience
  • Bachelor's degree preferred or equivalent experience
Benefits

The successful candidate will enjoy a competitive compensation package, comprehensive health and life insurance, pension/retirement benefits, paid time off, and a flexible/hybrid work model.

Additional Information

This is a full-time position that requires a strong critical thinking and problem-solving skills, ability to function in a fast-paced environment, and pay close attention to detail. The ideal candidate will have a passion for client service, 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.

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