Client Account Services Director (US Shift)

Job Description

Title – Client Account Services Director (US Shift)

Location: Manila

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 :

The Client Account Services (CAS) team plays a key part in the client onboarding process for nearly every DTCC business line, but is primarily focused on non-RDS services (Repository & Derivatives Services). The role involves leading all aspects of a team that works with clients on collecting necessary onboarding documentation, conducts AML (Anti-Money Laundering) and KYC (Know Your Customer) checks and performs account activations, and handles any lifecycle changes to the client accounts within the DTCC internal systems.

Your Responsibilities

  • Translates organizational goals into specific objectives for the function. Provides input to functional strategy and leads the strategic direction. Determines, evaluates, and modifies goals as needed to meet the strategic needs
  • Creates and maintains Team Book of Work and foresees resource demand needs. Leads new initiatives and ensures team’s operational readiness to support new requirements and product offerings
  • Conduct capacity planning assessment and make recommendations on staffing and location
  • Continuously revise critical metrics and KRIs to improve client experience. Review regularly client feedback, identify knowledge gaps and training needs
  • Applies management reports and metrics to track performance of teams and individuals to ensure success in meeting the team’s objectives. Performs talent review, develops high potentials and drives dedication
  • Ensures procedures and user guides are up to date and the team rigorously adheres to them. Mitigates risk by spotting key errors and demonstrating strong ethical behavior
  • Drives audit review readiness and represents the function in internal and external audits
  • Develops controls and monitor adherence to risk management protocols, including management testing of key controls
  • Owns Business Continuity Plans and effectively coordinates operations and client support in the event of crisis
  • Ensures any client facing documentation is accurate
  • Demonstrates influence and visibility by representing the function in key events with internal and external partners. Connects with initiatives outside immediate function to explore standard processes and demonstrate enterprise leadership
  • Collaborates with other functions and departments to implement process efficiencies and improve client experience
  • Additional ad hoc responsibilities as may be required
  • Mitigates risk by following established procedures, spotting key errors and demonstrating strong ethical behavior.

Qualifications

  • Minimum of 10 years of related experience
  • Bachelor’s degree preferred or equivalent experience

Talent Needed for Success: –

  • Experience in leadership/people manager roles; preferably in a multinational environment
  • Change Driven
  • Stays current on changes in their own specialist area and seeks out learning opportunities to ensure knowledge is up to date.
  • Invests effort to individually mentor others.
  • Builds collaborative teams across the organization.
  • Communicates openly keeping everyone across the organization advised.

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

The Chief Client Office (CCO) is focused on providing a consistent Client Experience across all business lines and geographies, enabling enhanced Client Satisfaction, Revenue Growth and Business Line Success. The CCO function includes Sales, Partners, Relationship Management, Integration, Marketing & Communications and Sales Analytics & Operations.

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