What are the responsibilities and job description for the Relationship Management Senior Associate position at DTCC Candidate Experience Site?
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.
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.