Client Account Services Specialist

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, based on location
• Pension / Retirement benefits
• 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:

Being 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 Specialists have a passion for client service, strong functional knowledge, a proven track record of executing at a high level across a variety of complex processes, and the ability to effectively contribute to the strategic direction of the team.

Your Primary Responsibilities:

• Support client inquiries, document management, and system-of-record (e.g., Masterfile) changes for complex and important client lifecycle activities (for example, mergers between multiple entities)
• Be a "go-to" resource for more junior Client Account Services team members by providing effective guidance and feedback
• Act as a lead partner with various internal teams (for example, Relationship Management) to ensure that all onboarding and lifecycle activities occur seamlessly and meet stakeholder expectations
• Perform various anti-money laundering (AML) and know-your-customer (KYC) validations to support new onboardings and regular refreshes
• Compile reporting from multiple sources for use by internal stakeholders, senior leadership, and auditors/regulators
• Actively contribute to 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
• Strong technical skillset, including the mastery of DTCC's CRM tool (Salesforce), back-end systems, etc.
• Aligns risk and control processes into day to day responsibilities to monitor and mitigate risk; escalates appropriately

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
• Minimizes risks associated with departmental projects by observing established instructions and processes
• Goes above and beyond by investing his/her energy to realize 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

With over 50 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry. From 20 locations around the world, DTCC, through its subsidiaries, automates, centralizes, and standardizes the processing of financial transactions, mitigating risk, increasing transparency, enhancing performance and driving efficiency for thousands of broker/dealers, custodian banks and asset managers. Industry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem. In 2024, DTCC's subsidiaries processed securities transactions valued at U.S. $3.7 quadrillion and its depository subsidiary provided custody and asset servicing for securities issues from over 150 countries and territories valued at U.S. $99 trillion. DTCC's Global Trade Repository service, through locally registered, licensed, or approved trade repositories, processes more than 25 billion messages annually. To learn more, please visit us at  or connect with us on LinkedIn, X, YouTube, Facebook and Instagram.

DTCC proudly supports Flexible Work Arrangements favoring openness and gives people freedom to do their jobs well, by encouraging diverse opinions and emphasizing teamwork.  When you join our team, you'll have an opportunity to make meaningful contributions at a company that is recognized as a thought leader in both the financial services and technology industries. A DTCC career is more than a good way to earn a living. It's the chance to make a difference at a company that's truly one of a kind.

Learn more about Clearance and Settlement by clicking here.