Client Connectivity Services Specialist
2 days ago
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).
Being a member of the Client Connectivity Services team, a Client Connectivity Services Specialist is responsible for connecting clients to DTCC to automate the data transfer process via a defined list of transfer protocols and network options, configure data delivery for the selected DTCC products and ensuring data is delivered in full accurately and timely. You will execute routine and complex tasks and will be expected to deliver excellent client experience throughout the client lifecycle.
Your Primary Responsibilities:
- Gathers and validates required data obtained from clients to establish connection to DTCC's network and supports any lifecycle changes
- Works with internal teams to implement relevant network and authentication configurations
- Performs data delivery configurations with strict adherence to procedures
- Navigates internal stakeholders to resolve client queries with little or no supervision
- Manages client expectations in accordance with defined turnaround times
- Monitors and tracks all client queries received using client case management tools, adheres to salesforce case management requirements
- Supports client queries via email and phone
- Supports dedicated line migration efforts across different protocols and business lines
- Troubleshoots internal alerts and resolves issues accordingly
- Accurately documents work performed utilizing the Knowledge Centered Service methodology
- Provides support over weekends and public holidays as required
- Assists managers in building training materials and conducting training sessions
- Assists more junior team members in resolving client issues
- Minimizes risk by following established policies and procedures, escalating issues, and supporting positive relationships with key internal/external clients and partners
- Assists managers in ensuring that Standard Operating Procedures are complete and up to date
- Drives department projects. Helps organize personal and team capacity and works to meet department/squad objectives & goals
- Contributes to the development of new strategies
- Aligns risk and control processes into day to day responsibilities to monitor and mitigate risk; escalates appropriately
- Minimum of 4 years of related experience
- Bachelor's degree preferred or equivalent experience
- Excellent communication skills (oral and written) and customer service skills.
- Strong analytical and problem-solving skills.
- Well organized, ability to prioritize, meet deadlines, identify process risks and "red flags"
- Broad knowledge of transfer protocols including FTP/S, SFTP, IBM MQ Messaging, Connect: Direct - Network Data Mover (NDM) and computing systems including Linux/Unix and IBM Mainframe
- Good understanding of IT networking
- The role will initially follow the US shift schedule. After three months, the shift will transition to early hours to support coverage needs.
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.
About the Team
Enterprise Services comprises of multiple business platforms including Client Services, Global Business Operations, Business Architecture, Data Strategy and Analytics, and Digital Services, which report into the Chief of Enterprise Services.
These grouped platforms enable the business to optimize delivery for clients, generate efficiencies and resilience, and enable consistency in the business digitization strategy, processes and end-to-end best practices.
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