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DTCC

Clears and settles securities trades for financial firms

Client Support Senior Analyst

Customer SupportConfirmed live in the last 24 hours
Full-timeTexas, USA

About the Job

Requirements

  • Minimum of 2 years of related experience.
  • A bachelor's degree is preferred, or equivalent experience.
  • Superior communication, interpersonal, and listening skills, including excellent verbal and written communication in English.
  • Ability to work in a global setting.
  • Customer service skills and relationship management experience.
  • Decision-making skills in a high-volume environment requiring tactical and long-term solutions.

Responsibilities

  • Handle incoming client calls and queries through the web portal and email, resolving issues or setting expectations for follow-up during initial calls.
  • Analyze, track, and communicate updates and resolutions to clients in a timely manner and within query-management expectations.
  • Prioritize critical service-disruption issues, follow escalation procedures, and maintain accurate case-management information and categorization.
  • Proactively monitor and respond to clients by coordinating and collaborating with product management, relationship management, technology, application development, and business management teams.
  • Coordinate and distribute client notifications, with relevant business and management approval, about system downtime, service disruptions, or proactive client outreach.
  • Participate in team meetings, identify and suggest process improvements that increase organizational efficiency and client experience, identify training needs, and facilitate training delivery.
  • Respond to client inquiries accurately and promptly in line with departmental benchmarks and metrics, and resolve or escalate problems promptly.
  • Create and modify knowledge articles and improve the knowledge database using Knowledge Centered Service (KCS).
  • Represent the Client Service team in Major Incident Management, identify client-impact issues, and provide resolutions or recommendations.
  • Lead project implementation and support internal functional testing for new releases that impact clients.
  • Follow Client Support procedures, identify process and procedural gaps, and update procedures where necessary.
  • Align risk and control processes with day-to-day responsibilities to monitor and mitigate risk, and escalate appropriately.

Desired Qualifications

  • A bachelor's degree.

About the Company

DTCC

Clears and settles securities trades for financial firms

DTCC provides the systems financial firms use to complete securities trades after buyers and sellers agree a transaction. Broker-dealers, banks and asset managers use its services to match trade details, calculate obligations, move securities and report transactions. Its NSCC and FICC subsidiaries clear equity and fixed-income trades, while DTC holds securities and handles settlement and payments such as dividends. By offsetting obligations between firms, its clearing services reduce the securities and cash that must change hands, and its repositories maintain derivatives transaction records for regulatory reporting. The parent was established in 1999 and is headquartered in Jersey City, New Jersey.

Company size
5,001-10,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Jersey City, NJ
Founded
1999

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