Relationship Management Senior Associate at DTCC Candidate Experience Site

Jersey City, New Jersey, United States -

Full Time

Start Date

Immediate

Expiry Date

04 Sep, 26

Salary

0.0

Posted On

06 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship Management, Client Account Management, Solution Selling, Financial Institution Structure, Fixed Income Products, Securities Market Practices, Treasury Markets, Clearing Mandates, Strategic Advising, Cross-functional Collaboration, Risk Mitigation, Data Analysis, Client Experience Optimization, Stakeholder Management, Consultative Selling, MIS/IT Systems

Industry

Financial Services

Description

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. The Chief Client Office (CCO) is focused on providing a consistent Client Experience across all business lines and geographies, enabling enhanced Client Satisfaction, Revenue Growth and Business Line Success. The CCO function includes Sales, Partners, Relationship Management, Integration, Marketing & Communications and Sales Analytics & Operations. 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: An Operational Client Relationship Manager (OCRM) role is to be a trusted strategic advisor to our clients, partnering to analyze their use of our products and services to provide more efficiency and value resulting in a greater client experience and revenue generation. The individual which fills this role will begin the process of identifying key performance metrics to identify trends and efficiency opportunities for our key relationships. We look to create a simplified data driven approach which we can replicate in order to provide added value and efficiency. The role requires a significant level of internal collaboration to communicate your client's needs. This includes coordination with our Integration, Data, Risk , Product, Global Operations and Client Service teams. Your Primary Responsibilities: * Develop an in-depth network and knowledge of how clients utilize our service suite in different ways in order to achieve their best outcomes and share this knowledge. * Provide strategy, guidance, and expertise to ensure seamless support of DTCC’s global client base * Coordinate with Marketing to ensure DTCC positioning * Ensure that team coordinates closely with Product Management, Operations, Integration and Risk Management * Lead and participate in appropriate cross-functional teams * Work independently or across teams to resolve client issues in a prompt and professional manner, while escalating critical matters as needed. * Identify and understand areas where clients can mitigate risk by following established procedures, spotting key errors and demonstrating strong ethical behavior. * Act as a trusted consultant to clients by contributing innovative ideas that anticipate and address client needs and add value to enhance the client experience. * Provide guidance on industry related initiatives affecting clients * Ensure MIS/IT systems are in place to support client activities * Coordinate customer participation in DTCC sponsored events and other groups * Coordinate support activities and customer surveys for Business Units and research and design purposes * Maintain all customer profiles * Aligns risk and control processes into day to day responsibilities to monitor and mitigate risk; escalates appropriately Qualifications: * Minimum of 6 years of related experience * Bachelor's degree preferred or equivalent experience Talents Needed for Success: * Experience in working with and understanding structure of financial institutions, broker-dealers and counterparties * Knowledge of fixed income products and securities market practices, treasury markets, clearing mandates for financial services participants * Willingness to travel to clients * Solid track record for delivery in a client account management role * Strong understanding of solution selling and sales process The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. 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. 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 www.dtcc.com [http://www.dtcc.com/] or connect with us on LinkedIn [https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdtcc&data=05%7C02%7Csnatharsahib%40dtcc.com%7Cd1b7915318d142b8dcb908dd9484c96f%7C0465519d7f554d47998b55e2a86f04a8%7C0%7C0%7C638830020222039738%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=%2BcUNAE97MXWZspdovvvrlloHOJhIu81IIf%2FLVrZcEnc%3D&reserved=0], X [https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Ftwitter.com%2FThe_DTCC&data=05%7C02%7Csnatharsahib%40dtcc.com%7Cd1b7915318d142b8dcb908dd9484c96f%7C0465519d7f554d47998b55e2a86f04a8%7C0%7C0%7C638830020222062862%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=7P0QG3lGaJHcZ6xKyx%2FKypml5X7kFsbKKevdvQP7HnI%3D&reserved=0], YouTube [https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.youtube.com%2Fc%2FTheDTCC1973&data=05%7C02%7Csnatharsahib%40dtcc.com%7Cd1b7915318d142b8dcb908dd9484c96f%7C0465519d7f554d47998b55e2a86f04a8%7C0%7C0%7C638830020222074100%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=Yh82fCb1rWGlCQcFnKuXKiPxHDu0YAPYMIUwYsNFMRc%3D&reserved=0], Facebook [https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.facebook.com%2Fthedtcc&data=05%7C02%7Csnatharsahib%40dtcc.com%7Cd1b7915318d142b8dcb908dd9484c96f%7C0465519d7f554d47998b55e2a86f04a8%7C0%7C0%7C638830020222086884%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=HXEbG7OoI%2BTahA66aDQFa9faKmephnWRgVrYY3Id3pM%3D&reserved=0] and Instagram [https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.instagram.com%2Fthe_dtcc%2F&data=05%7C02%7Csnatharsahib%40dtcc.com%7Cd1b7915318d142b8dcb908dd9484c96f%7C0465519d7f554d47998b55e2a86f04a8%7C0%7C0%7C638830020222097483%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=QeKhjzWE6dMk%2FdoOOdAawU2n9bj19B%2BZ4ndsPFmkcXE%3D&reserved=0]. 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 [https://www.dtcc.com/clearance-settlement-guide/index.html#/dashboard]. The Chief Client Office (CCO) is focused on providing a consistent Client Experience across all business lines and geographies, enabling enhanced Client Satisfaction, Revenue Growth and Business Line Success. The CCO function includes Sales, Partners, Relationship Management, Integration, Marketing & Communications and Sales Analytics & Operations.

Responsibilities

Act as a strategic advisor to clients by analyzing product usage to improve efficiency, value, and revenue generation. Collaborate internally across Integration, Risk, and Product teams to resolve client issues and enhance the overall client experience.