The job Client Account Services Specialist has been saved.


Ready to apply?

Please confirm your email to start the apply process.

The Job has been saved succesfully

Enter your email address to save this job

You are saving this job as:

search results

Client Account Services Specialist posted by DTCC

Full Time

Job Description

Are you ready to explore a world of possibilities?

Join our DTCC family, and you’ll grow your expertise and become the best version of you. As you embark on a new journey, you’ll tackle challenges with flexibility and grace, learning new skills and advancing your career while having the time of your life.

Why You’ll Love This Job:

As a Due Diligence Specialist within the Client Account Services team, you will be the central point of contact between DTCC’s subject matter experts and our clients. You will have the opportunity to work with and learn from various internal departments such as our product teams, compliance, technology risk, senior management, and more to answer client questions and coordinate related tasks.

“Due Diligence”, or the process of assessing a company’s risks and understanding it’s operations, is vital to our clients’ internal processes. You will be required to maintain a database of pertinent risk topics relevant to clients and communicating this information via consistent reporting to senior leadership and pertinent stakeholder teams at DTCC.

We value our professionals, providing comprehensive benefits, exciting challenges, and the opportunity for growth. DTCC is looking for someone to start immediately.

Your Primary Responsibilities:
  • Support the completion of client inquiries and requests for information by serving as the primary point of contact for clients; in-scope requests include client account maintenance activities (e.g., technology risk assessments, security standards review, etc.)
  • Review incoming client due diligence requests and assess subject matter requirements to accurately coordinate internal stakeholder discussions for information gathering
  • Work closely with internal DTCC business units and control groups (e.g., Relationship Management, Sales, Compliance, Privacy, Technology Risk, Financial Risk, Cyber Security, etc.) to complete client requests and assessments
  • Demonstrate exceptional project management skills while adhering to internal control standards and Service Level Agreements
  • Compile reports using key metrics from multiple sources for use by internal stakeholders, senior leadership, and auditors/regulators and communicate this information to relevant parties as applicable
  • Track ongoing assessments utilizing case management platform; develop and maintain case management procedures and knowledge articles on as needed basis
  • Maintain centralized repository of standard responses, including periodic review and refresh of information from content owners
  • Escalate outstanding client inquires to internal stakeholders
  • Handle direct incoming client phone calls, emails, web inquiries, etc. to answer client questions and/or troubleshoot complex situations

**NOTE: Responsibilities of this role are not limited to the details above. **

Talents Needed For Success:
  • Bachelor’s Degree preferred but not crucial
  • Minimum of 4 years related experience
  • Ability to work well in a team
  • MS Office

We offer top class training and development for you to be an asset in our organization!

Who We Are:

DTCC is the heart of the post-trade market infrastructure for the global financial services industry. From 21 locations all over the world, DTCC, through its subsidiaries, automates, centralizes and standardizes the processing of financial transactions, mitigating risk, increasing transparency and driving efficiency for thousands of broker/dealers, custodian banks and asset managers. In 2020, DTCC’s subsidiaries processed securities transactions valued at more than U.S. $2.3 quadrillion.

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.



Similar Jobs

Email me jobs like these

Thank you. We'll send jobs matching these to