Relationship Management Senior Associate

The Chief Client Office (CCO)

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.

Workplace Culture

We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.

The Impact You Will Have

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.

• 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.
• Carefully 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.
• Carefully coordinate with MIS/IT systems 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.
• Align risk and control processes into day to day responsibilities to monitor and mitigate risk; escalate appropriately.

Qualifications

• A minimum of 6 years of related experience
• A bachelor's degree preferred or equivalent experience
• 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
• A solid track record for delivery in a client account management role
• A strong understanding of solution selling and sales process