Outreach & Execution Associate (US Shift)
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.
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.
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 team, the O&E Associate (Outreach & Execution) plays a key role in supporting client onboarding, migration, and implementation activities by executing outreach plans and ensuring timely completion of required actions. The role focuses on driving execution through structured client engagement, tracking progress, and ensuring alignment across internal teams and clients.
Your Primary Responsibilities:
- Executes client outreach activities by sending communications, following up with clients, and ensuring timely responses for onboarding or migration requirements.
- Tracks and manages outreach progress by maintaining accurate trackers, monitoring completion status, and highlighting gaps or delays.
- Coordinates across internal teams (BAs, PLs, CCS, Operations) to align on messaging, timelines, and required client actions.
- Supports migration and implementation execution by ensuring all required inputs (documents, data, confirmations) are collected and validated.
- Monitors deadlines and milestones by proactively following up and escalating risks to avoid delays or service disruption.
- Maintains data accuracy and completeness across systems, trackers, and reporting tools.
- Provides status updates and reporting by preparing regular progress reports and highlighting key risks, blockers, and achievements.
- Escalates issues proactively when clients are unresponsive, data is incomplete, or timelines are at risk.
- Supports process adherence and improvements by following standard outreach frameworks and suggesting enhancements based on experience.
Qualifications:
- Minimum of 4 years of related experience
- Bachelor's degree preferred or equivalent experience
Talents Needed for Success:
- Excellent communication skills (oral and written) and customer service skills.
- Strong analytical and problem-solving skills.
- Well organized, ability to prioritize, meet deadlines, identify process risks and “red flags”
- Broad knowledge of transfer protocols including FTP/S, SFTP, IBM MQ Messaging, Connect: Direct – Network Data Mover (NDM) and computing systems including Linux/Unix and IBM Mainframe
- Good understanding of IT networking
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.
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.
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