Associate Principal, Member Services

What You'll Do:
This role's primary responsibility is to be a leader in the team that maintains exceptionally high levels of client satisfaction by enhancing the Clearing Member's experience with clearing both existing and new products. The role requires a strong understanding of the industry and OCC's products, systems, and processes which allow for superior support being provided to members with operational questions or issues, including research and analysis of trade and position data. Responsibilities also include working independently to manage relationships, support initiatives, prepare written documentation and present training on operational processing services and system capabilities.
Primary Duties and Responsibilities:
To perform this job successfully, an individual must be able to perform each primary duty satisfactorily.

• Maintain relationships with approximately 15 clients per person, including key clients
• Assist team members with responding to complex inquiries and resolve problems independently through explanation of facts and details; explain trade processing and clearing, corporate actions, data transmission technical specifications, etc.
• Demonstrate advanced understanding and skills in OCC cleared products and systems with the ability to apply that knowledge and skills to a range of standard and non-standard situations
• Drive team's ability to effectively interpret Clearing Member needs, assess requirements and identify solutions to non-standard requests
• Work with Clearing Members to make sure solution meets their needs
• Demonstrate a thorough understanding of client businesses across numerous OCC memberships
• Support professionals that gather and analyze pertinent information about Clearing Member's business in order to anticipate the needs of the members and increase the Clearing Member's satisfaction
• Implement procedures for client visits by leading meetings with senior management at client offices
• Support development of analyses of member performance and develop recommendations for improvement
• Coordinate activities related to account changes, terminations and business expansions, ensuring all activities are performed in accordance with procedures and in a professional timely manner
• Respond frequently to routine Clearing Member inquiries received via phone or email and coordinate resolution with the appropriate department
• Maintain and update Clearing Member information in CRM system and other databases
• Analyze firm data and identify trends
• Lead training sessions to educate clients on new and existing products, services or enhancements; coordinate roll out and training materials. This includes information memos, operations manuals, user guides and in person/online presentations
• Act as an advocate and internal representative for Clearing Members so their product and service needs are communicated internally as necessary ensuring that the Clearing Member's needs are addressed
• Perform Masterfile account updates and verification of changes for members
• Assist with departmental self- testing and writing of procedures and job aids

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.

• [Preferred] Previous options/financial industry background
• [Required] Excellent organizational, verbal, communication and writing skills
• [Required] Advanced analytical, conceptual and problem-solving abilities
• [Required] Ability to manage and prioritize assignments and respond to rapidly shifting priorities
• [Required] Acts with increasing independence and displays significant business acumen and process knowledge

Technical Skills:

• [Required] Microsoft Office proficiency especially proficient in PowerPoint, Excel, and Word

Education and/or Experience:

• [Required] Bachelor's Degree in business
• [Required] 5+ years of experience

Certificates or Licenses:

• None

Who We Are
The 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 counterparty (CCP) clearing and settlement services to 19 exchanges and trading platforms. More information about OCC is available at www.theocc.com.
What We Offer
A highly collaborative and supportive environment developed to encourage work-life balance and employee wellness. Some of these components include:
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
Competitive health benefits including medical, dental and vision
Step 1
When you find a position you're interested in, click the 'Apply' button. Please complete the application and attach your resume.
Step 2
You will receive an email notification to confirm that we've received your application.
Step 3
If you are called in for an interview, a representative from OCC will contact you to set up a date, time, and location.
For more information about OCC , please click here .
OCC is an Equal Opportunity Employer