Client Trainer Associate

Learn more about DTCC
DTCC

DTCC

Client Trainer Associate

Jersey City, NJ +1 location
Full Time
Paid
  • Responsibilities

    JOB DESCRIPTION

    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.

    Enterprise Services comprises of multiple business platforms including Client Services, Global Business Operations, Business Architecture, Data Strategy and Analytics, and Digital Services, which report into the Chief of Enterprise Services. These grouped platforms enable the business to optimize delivery for clients, generate efficiencies and resilience, and enable consistency in the business digitization strategy, processes and end-to-end best practices.

    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:

    As a member of the Enterprise Client Operations team, the Training Associate is responsible for ensuring that DTCC's clients are educated on how to maximize their use of DTCC's products and services. A deep knowledge of DTCC's products and the industry enables the Training Associate to deliver training that is customized to the needs of each client, facilitating both the onboarding experience of new clients and their continuous learning.

    Your Primary Responsibilities:

    • Supports onboarding of new clients/users via established processes, including needs assessment, outreach and follow up
    • Conducts and administers instructor-led training programs effectively via webinars or classroom sessions
    • Builds and maintains strong working relationships with other client-facing teams to ensure training delivered to client meets and exceeds expectations
    • Maintains detailed, updated knowledge of DTCC products/services and keeps informed of business line strategies and priorities
    • Contributes to the gathering, analysis and reporting on KPIs and metrics to management and business stakeholders
    • Ensures change management of existing training delivery content to reflect product and process changes. Ensures content is updated, accurate, consistent and relevant
    • Designs, develops and implements professional, polished training materials such as Instructor Guides, Microsoft PowerPoint presentations and job aids
    • Keeps up to date and applies emerging and current training facilitation trends and best practices
    • Manages own calendar schedule to maximize training delivery whilst being flexible to clients’ needs
    • Aligns risk and control processes into day to day responsibilities to monitor and mitigate risk; escalates 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:

    • Solid understanding of trade lifecycle and DTCC's Equity Clearing & Settlement and/or Asset Services products
    • Knowledge of financial services, with a curiosity to learn more and keep up to date with the evolving nature of the industry
    • Excellent presentation skills to deliver training to an audience with varying degrees of experience
    • Superb communication (oral and written) in English
    • Good interpersonal and listening skills
    • Ability to deliver engaging and effective training to communicate product features, usage, processes and workflows

    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.

  • Industry
    Financial Services
  • Locations
    Tampa, FL • Jersey City, NJ
  • About Us

    With over 50 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry. From 20 locations around the world, DTCC, through its subsidiaries, automates, centralizes, and standardizes the processing of financial transactions, mitigating risk, increasing transparency, enhancing performance and driving efficiency for thousands of broker/dealers, custodian banks and asset managers. Industry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem. In 2023, DTCC’s subsidiaries processed securities transactions valued at U.S. $3 quadrillion and its depository subsidiary provided custody and asset servicing for securities issues from over 150 countries and territories valued at U.S. $85 trillion. DTCC’s Global Trade Repository service, through locally registered, licensed, or approved trade repositories, processes more than 20 billion messages annually. To learn more, please visit us at www.dtcc.com or connect with us on LinkedIn, X, YouTube, Facebook and Instagram.