Director of Client Account Services
3 weeks ago
Job Title: Client Account Services Director
About the Role
The Client Account Services (CAS) team plays a pivotal role in the onboarding process for DTCC business lines. As the Director of Client Account Services, you will lead the team in collecting necessary documentation, conducting AML and KYC checks, and performing account activations. You will also handle lifecycle changes to client accounts within DTCC internal systems.
Key Responsibilities
- Translate organizational goals into specific objectives for the function.
- Provide input to functional strategy and lead the strategic direction.
- Determine, evaluate, and modify goals as needed to meet the strategic needs.
- Create and maintain the Team Book of Work and foresee resource demand needs.
- Lead new initiatives and ensure the team's operational readiness to support new requirements and product offerings.
- Conduct capacity planning assessments and make recommendations on staffing and location.
- Continuously revise critical metrics and KRIs to improve client experience.
- Review client feedback, identify knowledge gaps, and training needs.
- Apply management reports and metrics to track performance of teams and individuals.
- Perform talent review, develop high potentials, and drive dedication.
- Ensure procedures and user guides are up-to-date and the team rigorously adheres to them.
- Mitigate risk by spotting key errors and demonstrating strong ethical behavior.
- Drive audit review readiness and represent the function in internal and external audits.
- Develop controls and monitor adherence to risk management protocols.
- Own Business Continuity Plans and effectively coordinate operations and client support in the event of a crisis.
- Ensure accurate client-facing documentation.
- Demonstrate influence and visibility by representing the function in key events with internal and external partners.
- Collaborate with other functions and departments to implement process efficiencies and improve client experience.
- Additional ad-hoc responsibilities as required.
Requirements
- Bachelor's degree preferred or equivalent experience.
- Minimum of 10 years of related experience.
- Experience in leadership/people manager roles; preferably in a multinational environment.
- Change Driven.
- Stays current on changes in their own specialist area and seeks out learning opportunities to ensure knowledge is up to date.
- Invests effort to individually mentor others.
- Builds collaborative teams across the organization.
- Communicates openly keeping everyone across the organization advised.
About Gratitude Philippines
Gratitude Philippines is a leading provider of [industry] services. We are committed to delivering exceptional client experiences and building long-term relationships with our clients.
What We Offer
As a Director of Client Account Services at Gratitude Philippines, you will have the opportunity to work with a talented team of professionals, develop your leadership skills, and make a meaningful contribution to our organization's success.
How to Apply
Please submit your application, including your resume and a cover letter, to [contact information].
Contact Information
For more information about this role, please contact [name] at [email address] or [phone number].
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