Hybrid Member Services Specialist

The Options Clearing Corporation; Dallas, Northern (TX, KY); Hybrid; USD 55,000 - 69,000; Full time

Benefits offered by this job

Hybrid work environment

Tuition Reimbursement

Student Loan Repayment Assistance

Technology Stipend

Generous PTO and Parental leave

401k Employer Match

Health benefits

Job summary

The Options Clearing Corporation (OCC) is the world’s largest equity derivatives clearing organization, headquartered with operations in Dallas. This role focuses on supporting Clearing Members by providing high service levels for existing and new products, while ensuring compliance with OCC policies and procedures.

The role also involves documentation writing and collaboration with internal and external parties.

Qualifications

• 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.
• Ability to cover various shifts and work overtime, if conditions warrant.
• 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.

Skills

Strong oral and written communication

Customer service

Problem solving

Multitasking

Professional interaction

Shift coverage/Overtime

Education

Bachelor’s Degree in Business

Tools

Microsoft Office

PowerPoint

Excel

Word

Job description

The Options Clearing Corporation (OCC) is the world’s largest equity derivatives clearing organization, headquartered with operations in Dallas. This role focuses on supporting Clearing Members by providing high service levels for existing and new products, while ensuring compliance with OCC policies and procedures.

The role also involves documentation writing and collaboration with internal and external parties.