Associate, Member Services

***** THIS POSITION IS NOT ELIGIBLE FOR VISA SPONSORSHIP
***** To be considered for this position, applications and resumes are accepted only through our careers site by directly applying to the posted job. We do not accept unsolicited resumes or sales solicitations from staffing agencies. Any OCC employee wishing to submit a referral must do so through their Workday account. Any resume submitted outside of an active job posting will not be considered for employment.

What You'll Do:

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 s 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.

Primary Duties and Responsibilities:

To perform this job successfully, an individual must be able to perform each primary duty satisfactorily.

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

Supervisory Responsibilities:

None

Qualifications:

The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary functions.

Required] Strong oral and written communication skills[Required] Strong customer service skills[Required] Ability to solve problems[Required] Ability to multitask in a dynamic environment[Required] Ability to interact in a professional manner with internal and external participants (including but not limited to co-workers, management, clearing members and exchanges)[Required] Ability to cover various shifts and work overtime, if conditions warrant

Technical

Skills:

[Required] Microsoft Office proficiency especially proficient in PowerPoint, Excel, and Word Education and/or

Experience:

[Required] Bachelor’s Degree in Business[Required] 0+ years of experience

Certificates and Licenses None About  UsThe Options Clearing Corporation (OCC) is the world's largest equity derivatives clearing organization. Founded in 1973, OCC is dedicated to promoting stability and market integrity by delivering clearing and settlement services for options, futures and securities lending transactions. As a Systemically Important Financial Market Utility (SIFMU), OCC operates under the jurisdiction of the U.S. Securities and Exchange Commission (SEC), the U.S. Commodity Futures Trading Commission (CFTC), and the Board of Governors of the Federal Reserve System.

OCC has more than 100 clearing members and provides central counter party (CCP) clearing and settlement services to 19 exchanges and trading platforms. More information about OCC is available at  highly collaborative and supportive environment…