The Client Services Specialist provides daily operational support to Clearing Members and Non-Clearing Organizations by investigating problems associated with options, futures, and stock loan and providing resolution. The Client Services Specialists must have the ability to research and analyze large amounts of data from reports or transmissions using problem-solving skills to resolve client issues or concerns.
The Client Services Specialist performs all Masterfile maintenance and quality control, facilitates requests supporting audit exams and reviews, ad-hoc regulatory requests and self-testing. In addition, this role will be responsible for assisting in developing and administering department training related to policy and procedure changes and will assist on various projects as requested.
Primary Duties and Responsibilities:
To perform this job successfully, an individual must be able to perform each primary duty satisfactorily.
Reasonably ensure the accurate and timely execution and completion of the following functions:
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.
Education and/or Experience:
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OCC is an Equal Opportunity EmployerPosted 3 Days AgoFull timeREQ-1549
OCC is the world's largest equity derivatives clearing organization and the foundation for secure markets. Founded in 1973, OCC operates under the jurisdiction of both the U.S. Securities and Exchange Commission (SEC) and the U.S. Commodity Futures Trading Commission (CFTC) as a Derivatives Clearing Organization. Named 2016 Clearinghouse of the Year - The Americas by FOW Magazine and 2016 Clearinghouse of the Year by Global Investor/ISF Magazine, OCC now provides central counterparty (CCP) clearing and settlement services to 20 exchanges and trading platforms for options, financial futures, security futures, and securities lending transactions. More information about OCC is available at www.theocc.com.