Client Support Associate

Posted 9 Days Ago
Be an Early Applicant
Tampa, FL, USA
In-Office
Junior
Financial Services
The Role
Provides first-level client support through phone, email, and web portal channels. Analyzes and resolves queries, manages cases, communicates service updates, coordinates with internal teams, and supports incident management and release testing. Maintains knowledge articles, identifies process improvements, facilitates training, monitors client-impacting issues, and follows risk and control procedures while meeting service and response benchmarks.
Summary Generated by Built In

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're 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 Client Support team, a client support role focused on analyzing incoming client queries via phone, email, and web portal, providing functional expertise and advice to clients, act as first level of escalation and coordinate vital actions with other teams such as Product,  Technology, Project and Release management, Risk management, Legal and Compliance, Onboarding and the User Acceptance Testing team.

 The client support team will be providing support to DTCC clients across different business lines. Expectations include an ability to establish rapport and develop relations with internal and external partners, strong problem resolution and troubleshooting skills and an ability to provide First Call Resolution to clients.


Your Primary Responsibilities

• Handling incoming client calls and client queries via web portal and emails, provide client resolution or identifying and setting client expectation for follow-up during the initial client calls.

• Accountable for analyzing, tracking, and communicating updates and resolution to clients in a timely manner and within the query management expectations.

• Prioritize and follow customer concern procedure on critical service disruption issue and maintain accurate case management information and categorization.

• Pro-actively supervise 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.

• Maintain a steadfast focus on meeting the needs/requests of our clients, including responding to client inquiries timely and accurately (in line with departmental

benchmarks/metrics), and in resolving, and/or bringing up problems promptly.

• Actively engage and improve knowledge database using Knowledge Centered Service (KCS) by creating and/or modifying knowledge articles.

• Participant actively in Major Incident Management representing Client Service team, identify client impact issue and provide resolution/ recommendations

• Lead project implementation and support internal functional testing for new releases impacting clients.

• Adhered Client Support procedure and identify process and procedural gaps and update where vital.

• Aligns risk and control processes into day to day responsibilities to supervise and mitigate risk; escalates appropriately by following established procedures, spotting key errors and demonstrating strong ethical behavior.


Qualifications

• Minimum of 2 years of related experience

• Bachelor's degree preferred or equivalent experience


Talent Needed for Success: -

• Superior communication, interpersonal, and listening skills. Superb communication (verbal and written).

• Excellent troubleshooting skills.

• Customer Service skills

• Ability to create accurate documentation with an attention to detail.

• Excellent decision-making skills, especially in a high-volume environment requiring quick

 

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.

 

Skills Required

  • Minimum of 2 years of related experience
  • Bachelor's degree or equivalent experience
  • Superior verbal, written, interpersonal, communication, and listening skills
  • Excellent troubleshooting and problem-resolution skills
  • Customer service skills
  • Ability to create accurate documentation with strong attention to detail
  • Excellent decision-making skills in a high-volume environment

The Depository Trust & Clearing Corporation (DTCC) Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about The Depository Trust & Clearing Corporation (DTCC) and has not been reviewed or approved by The Depository Trust & Clearing Corporation (DTCC).

  • Healthcare Strength — Medical, dental, and vision coverage are comprehensive and include mental health support, in-network preventive care, and company-supported HSA/FSA options. Company HSA contributions plus life, AD&D, and disability coverage further reinforce depth of protection.
  • Retirement Support — A 401(k) with company matching and references to pension-related benefits provide meaningful long-term savings support. Charitable contribution matching and financial-planning resources complement the core retirement offerings.
  • Parental & Family Support — Generous parental leave, adoption assistance, childcare benefits, and dependent care FSAs indicate strong support for families. Back-up care and specialized family health programs are highlighted as part of the package.

The Depository Trust & Clearing Corporation (DTCC) Insights

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The Company
HQ: Jersey City, NJ
5,075 Employees
Year Founded: 1973

What We Do

With over 45 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry. From 21 locations around the world, DTCC, through its subsidiaries, automates, centralizes and standardizes the processing of financial transactions, mitigating risk, increasing transparency and driving efficiency for thousands of broker/dealers, custodian banks and asset managers. Industry owned and governed, the firm simplifies the complexities of clearing, settlement, asset servicing, data management, data reporting and information services across asset classes, bringing increased security and soundness to financial markets. In 2021, DTCC’s subsidiaries processed securities transactions valued at nearly U.S. $2.4 quadrillion. Its depository provides custody and asset servicing for securities issues from 177 countries and territories valued at U.S. $87.1 trillion. DTCC’s Global Trade Repository service, through locally registered, licensed, or approved trade repositories, processes 16 billion messages annually. To learn more, please visit us at www.dtcc.com.

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