Client Trainer Associate
Listed on 2026-07-02
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IT/Tech
Data Analyst, IT Support
Job Title
Client Trainer
Job DescriptionAre 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 Impact you will have in this role:
As a member of the Client Learning team, the Client Trainer 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 Client Trainer 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 ITP 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.
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
- Deep technical skills, with the ability to adopt new technologies and leverage learning tools
- 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.
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