Client Support Senior Specialist

1 month ago

Tampa, United States Dtcc Full time
Job 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.

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:

Being a member of the Enterprise Services Team, this is a client support role focused on analyzing incoming client queries via phone, email, and web portal, providing functional expertise and pro-actively provide effective resolution to both clients and internal partners. The role plays a key partnership with Product, Business and Technology in delivering and implementing client and internal projects. Po-actively coordinate necessary actions in a timely manner with other teams such as Product, Technology, Project and Release management, Risk management, Legal and Compliance, Onboarding / integration, and the User Acceptance Testing team to ensure end to end excellent client experiences. The role is act as the point of escalation for both internal & external customers, collaborate across different DTCC business lines through building rapport and develop relationships with internal and external partners, with solid understanding of DTCC business and demonstrate ownership and accountability for client support.

Your Primary Responsibilities:
  • Handle incoming client calls and queries via web portal and emails, provide client resolution or identifying and setting client expectation for follow-up during the initial client call.
  • Accountable for analyzing, tracking, and communicating updates and resolution to clients in a timely manner and within the query management expectations.
  • Prioritize and follow escalation procedure on critical service disruption issue and maintain accurate case management information and categorization.
  • Pro-actively monitor and provide timely response to clients by coordinate and collaborating with various internal teams: product management, relationship management, technology, application development and Business management teams.
  • Coordinate and distribute client notifications with relevant business and management approval to advise of system downtimes, service disruptions or proactive client outreach.
  • Participate proactively in team meetings, identify, and suggest process improvements that increase organizational efficiency and improves client experience. Identify training needs and facilitate training delivery.
  • Handle both internal and client raised issues, identify and provide effective resolution to complex technical issue and delivery excellent client experiences through the end-to-end case management.
  • Actively create, develop, and improve knowledge database using Knowledge Centered Service (KCS) by creating and/or modifying knowledge articles.
  • Become Subject Matter Expert of the DTCC Platform and act as the voice of the client, sharing standard methodology with multi-functional teams and pro-actively engaged with internal partners in improving client experience.
  • Take active role in Major Incident Management representing Client Service team, identify client impact issue and provide resolution/ recommendations
  • Take an active role in leading business project, implementation of process improvement and ad-hoc client experience initiatives
  • Lead and act as escalation support for the team, provide guidance on case management and deicide prioritization with internal partners in timely manner.
  • Pro-actively share standard methodology to global teams, identify knowledge and training needs and support training facilitation.
  • Provide value add service to DTCC Clients, organize and engaging client meeting to enhance client experience with DTCC Services.
  • Adhered Client Support procedure and identify process and procedural gaps and update where necessary.
  • Contribute to internal and regulatory audits and management control testing, identify, and mitigate risk and control, and alignment to incident management process.
  • Aligns risk and control processes into day to day responsibilities to monitor and mitigate risk; raises appropriately
**NOTE: The Primary Responsibilities of this role are not limited to the details above. **

Qualifications:
  • Minimum of 6 years of related experience
  • Bachelor's degree preferred or equivalent experience
Talents Needed for Success:
  • Superb communication (verbal and written) in English. (Some positions may require a particular language as per the client base supported)
  • Good interpersonal and listening skills
  • Experienced in Customer services and problem-solving skills.
  • Excellent decision-making skills, especially in a high-volume environment requiring quick resolution.
  • Deep technical skills with the ability to embrace new technology and leverage CRM tools (e.g., Salesforce).


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.

About Us

DTCC safeguards the financial markets and helps them run efficiently, in times of prosperity and crisis. We are uniquely positioned at the center of global trading activity, processing over 100 million financial transactions every day, pioneering industry-wide, post-trade solutions and maintaining multiple data and operating centers worldwide. From where we stand, we can anticipate the industry's needs and we're working to continually improve the world's most resilient, secure and efficient market infrastructure. Our employees are driven to deliver innovative technologies that improve efficiency, lower cost and bring stability and certainty to the post-trade lifecycle.

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.

About the Team

Enterprise Services comprises of multiple business platforms including Client Services, Global Business Operations, Business Architecture, Data Strategy and Analytics, and Digital Services, which report into the Chief of Enterprise Services.

These grouped platforms enable the business to optimize delivery for clients, generate efficiencies and resilience, and enable consistency in the business digitization strategy, processes and end-to-end best practices.

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