04 Nov
Asset Service and Client Support Specialist
Florida, Tampa bay area , 33647 Tampa bay area USA

GBO Asset Service and Client Support Specialist As members of the Global Business Operations we

aim to "be the difference" in each interaction so that our members can exceed their clients' expectations. Although team members are located in six different countries, we have one universal goal -

to provide the securities industry with superior operations processing and client services support in an environment that minimizes risk and cost while maximizing efficiency. Always having the client experience top of mind.

What We Offer DTCC's Global Business Operations - Asset Service and Client Support (ASCS) mission is to provide excellent client service and value added to internal and external clients. We focus on quickly and accurately researching and resolving clients' phone, web, and email inquiries about DTCC's Asset Servicing products and other services, primarily consisting of Bond Principal and income payments, Corporate Action/Reorganization events, Proxy, Billing and Custody. We maintain strong relationships with Clients, Agents, and DTCC's back-office Operations teams to fulfill our mission and meet DTCC's objective of cross team collaboration to solve challenges and implement better solutions. We work as a team to continually improve our processes and services, reduce risks, and support an energetic, professional, and client focused working environment. We provide team members with the tools and support needed to accomplish professional development goals, encourage participation in companywide events and provide significant opportunities for team members to develop, lead, and participate in new initiatives.

Our Ideal Candidate In our dynamic and collaborative environment, providing a best-in-class experience for all stakeholders is challenging in the global financial services industry. That is where you come in. You love ensuring safety, creating a client focused environment, mitigating risk, and providing oversight in order to deliver exceptional experiences. So, what does it take to be a DTCC GBO ASCS Specialist? Position Summary: ASCS Specialists are client focused and pride themselves on being able to quickly interpret, research, accurately resolve, and clearly communicate resolutions to clients' inquiries about Corporate Action/Reorganization (Reorg) events, Bond Principal and Income (P&I), Dividends, and Redemption payments, Proxy, Billing and Custody. Client inquiries include questions about out of balances, rate challenges, missing announcements, realized losses, factor discrepancies, and specifics about Voluntary / Mandatory Reorganization events, Billing, Proxy, and Custody. Client Service Specialists are skilled at interpreting Prospectuses and Agents' Statements for inaccuracies, calculating entitlements, and discussing P&I and Reorg issues with Agents, Clients and internal DTCC departments. ASCS team members demonstrate commitment to the team by collaborating with and supporting each other to resolve clients' inquiries and accomplishing team and individual goals. Principal Skills and Responsibilities:
  • Strong Research Skills: Determine how to best resolve clients' inquiries after quickly and thoroughly researching internal and client resources (PSUPR/PTS/PBS/CA WEB) and external resources such as vendors, Paying Agents' websites, and Industry websites, such as MSRB's EMMA and Freddie Mac.
  • Strong Analytical Skills: Interpret prospectuses and Agents' statements to calculate, challenge, and confirm bond P&I announcement data, rate calculations, payment details, and misallocations. Review and understand the Agent and Issuer announcements, instructions, and entitlements of mandatory and voluntary reorg events; and continually evaluate ASCS processes and procedures looking to increase efficiencies and reduce costs and risks.
  • Strong Communication Skills: Communicate professionally with clients on the phone and in writing throughout the resolution process: providing timely, accurate, and pertinent information to ensure clients completely understand the issues surrounding their inquiry, how their case is progressing, and the resolution details.
  • Strong Relationship Building Skills: Continually strengthen, enhance, and support relationships with clients to enhance DTCC's brand and ensure a positive client experience. Build and strengthen partnerships with the 3rd parties which support ASCS, including DTCC's Operations teams and Paying Agents. Support and motivate team members in our efforts to provide excellent class client service.
  • Good Judgment and Decision Making: Including prioritizing work, asking for help when needed, raising the red flag about suspicious activity, predicting escalations and urgencies and notifying Management immediately; enhancing DTCC's brand, and making decisions to exceed Company and Department goals and expectations.
  • Team Player: Support, respect, and inspire team members to exceed clients' expectations, accomplish benchmarks and goals, meet personal development goals, and ensure ASCS adds value and is a significant contributor to DTCC's successes. Promote Diversity & Inclusion within ASCS and the Company.

Qualifications Candidates should possess:
  • 3-5 years of related experience minimum
  • Bachelor's degree preferred
  • Proficiency in Microsoft Office Software.
  • Ability to learn new software programs quickly.
  • Strong time management and interpersonal skills.
  • Solid understanding of Financial Industry compliance, privacy laws, and AML red flags.
  • Familiarity with DTCC's applications a plus but not required. Will train successful applicant
About UsAbout DTCCDTCC 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.Our work environment favors 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. About the TeamThe Global Operations, Client Services & Administration group delivers world-class safety and soundness for the global financial services industry. The team provides DTCC's portfolio of core securities and superior transaction processing and client services support in an environment that minimizes risk and cost while maximizing efficiency.


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