Client Account Services Analyst
About this role
About the Role DTCC's Client Account Services role focuses on supporting onboarding of new members and managing account lifecycle activities. As one of the first DTCC team members to interact directly with prospective clients, you will guide applicants through risk and legal assessments and support AML/KYC validations and lifecycle actions after approval. What You'll Do
- Support onboarding of new accounts by managing required risk and legal documentation via DTCC’s Membership Application Portal
- Review and accept all new sales contracts and amendments/addendums to ensure company-wide compliance with established procedures
- Respond directly to applicant/client via various communication mediums (e.g., by phone, through CRM tool – Salesforce, etc.)
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