Client Experience Specialist jobs in the United States

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 advice to clients, act as first level of escalation and coordinate necessary 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 trust 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 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 inform 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.
• Ability to 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.
• Provide Mentorship and coaching to teams, fostering teamwork, constructive feedback, and accountability.
• Take on 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 initiatives
• Adhered Client Support procedure and identify process and procedural gaps and update where necessary.
• 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 4 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 adopt 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.