Associate, Member Services

OCC • Dallas, TX

1d • $55,000 - $68,800 • Hybrid

About The Position

This role's primary responsibility is to support Clearing Members by providing exceptionally high levels of service to our clients with clearing their existing and new products. The role must possess a basic understanding of OCC’s products, systems, and processes in order to support clearing members with questions related to operational processing or issues which includes research and analysis of trade and position data. The role is expected to work under guidance with initiatives and define, quantify and analyze relationships to ensure each firm’s operational requirements are met as they relate to their membership at OCC. This role is responsible for contributing to the writing of documentation. The role assists the team as they interface with the Clearing Members and all internal parties in preparation for new functionality and new products introduced into production. This role is responsible for ensuring compliance with all policies and procedures.

Requirements

• Strong oral and written communication skills
• Strong customer service skills
• Ability to solve problems
• Ability to multitask in a dynamic environment
• Ability to interact in a professional manner with internal and external participants (including but not limited to co-workers, management, clearing members and exchanges)
• Ability to cover various shifts and work overtime, if conditions warrant
• Microsoft Office proficiency especially proficient in PowerPoint, Excel, and Word
• Bachelor’s Degree in Business
• 0+ years of experience

Responsibilities

• Responds frequently to day-to-day, routine Clearing Member inquiries received via phone or email and works on resolution with the department
• Effectively communicates with external market participants to support and troubleshoot production activities
• Completes daily tasks that support production
• Assists team members with investigating issues and resolving problems
• Has demonstrated basic understanding and skills in OCC cleared products and systems with the ability to apply that knowledge and skills to a range of standard situations
• Maintains and updates Clearing Member information in CRM system and other databases
• Analyzes firm data and identifies trends.
• Performs Masterfile account updates and verification of changes for members
• Assists with departmental self- testing and writing of procedures and job aids.
• Other duties as assigned

Benefits

• A hybrid work environment, up to 2 days per week of remote work
• Tuition Reimbursement to support your continued education
• Student Loan Repayment Assistance
• Technology Stipend allowing you to use the device of your choice to connect to our network while working remotely
• Generous PTO and Parental leave
• 401k Employer Match
• Competitive health benefits including medical, dental and vision

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level