Client Account Services Senior Analyst jobs in United States
cer-icon
Apply on Employer Site
company-logo

The Depository Trust & Clearing Corporation (DTCC) · 1 day ago

Client Account Services Senior Analyst

The Depository Trust & Clearing Corporation (DTCC) is at the forefront of innovation in the financial markets, committed to employee growth and success. The Senior Analyst will play a leading role in onboarding new members and managing the client account lifecycle, providing professional guidance to applicants and coordinating with internal teams to ensure seamless processes.

FinanceFinancial ExchangesFinancial ServicesInformation Technology
check
H1B Sponsor Likelynote

Responsibilities

Respond directly to certain applicant/client via various communication mediums (e.g., by phone, through CRM tool – Salesforce, etc.)
Partner and coordinate with various internal teams (for example, Relationship Management) to ensure that all onboarding and lifecycle activities occur seamlessly and meet partner expectations
Manage and review client documentation ensuring it is stored correctly in line with audit requirements
Manage, update, and maintain data stored in DTCC’s systems (e.g., Masterfiles, etc.)
Compile reporting for use by internal partners, senior leadership, and auditors/regulators
Support new product initiatives that intersect with client account onboarding and lifecycle processes
Collaborate effectively to get things done, building and nurturing strong relationships with internal partners and clients
Highly motivated self-started with a strong work ethic and driven focus on results
Take personal accountability to drive work forward
Present 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
Understand the needs of external clients, team members, and key internal partners across the organization

Qualification

Client serviceSalesforceData managementCommunication skillsTeam collaboration

Required

Minimum 2 years of related experience
Bachelor's degree (preferred) or equivalent experience
Take personal accountability to drive work forward
Present 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
Understand the needs of external clients, team members, and key internal partners across the organization

Preferred

Bachelor's degree

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.

Company

The Depository Trust & Clearing Corporation (DTCC)

company-logo
With over 50 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry.

H1B Sponsorship

The Depository Trust & Clearing Corporation (DTCC) has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (119)
2024 (59)
2023 (74)
2022 (84)
2021 (36)
2020 (77)

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Frank La Salla
President, CEO and Director of DTCC
linkedin
E
Edward Cortes
Executive Director
linkedin
Company data provided by crunchbase