Client Service Specialist Client Service Specialist …

Options Clearing Corporation
in Dallas, TX, United States
Permanent, Full time
Be the first to apply
Options Clearing Corporation
in Dallas, TX, United States
Permanent, Full time
Be the first to apply
Client Service Specialist
Client Services Specialist Dallas, TX/en-US/careers/job/Dallas-TX/Client-Services-Specialist_REQ-1549/apply Summary

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:

  • Provide support to Clearing Members and Non-Clearing Organizations by analyzing reports, data, and transmissions. Have a solid understanding of OCCs cleared products and systems. Respond to all emails and calls promptly and professionally. Escalate as needed.
  • Act as a representative for non-clearing member relationships. Coordinate documentation, setup and be the primary contact for all questions and issues.
  • Use technical skills to independently analyze issues with both inbound and outbound data transmissions.
  • Maintain various statistics and analyze these metrics to identify any trends or areas of concern. Identify issues and propose a resolution.
  • Notify clients of processing delays and update until resolution.
  • Maintain and update client information in CRM system and other databases. Analyze firm data and identifies trends.
  • Perform masterfile maintenance and verification of any changes made during the day to ensure compliance with applicable controls.
  • Assist in the development and maintenance of policies, procedures, job aids and training material.
  • Assist with departmental self-testing of key controls.
  • Provide daily and expiration support and business continuity testing which may require weekend/evening support.
  • Perform other duties as assigned.
Supervisory Responsibilities: · None


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.

  • Analytical abilities
  • Strong customer service skills with ability to develop strong relationships.
  • Requires excellent verbal communication and writing skills.
  • Ability to manage multiple tasks simultaneously.

Technical Skills:

  • Experience with Microsoft Office desktop tools (Power Point, Word, Excel).

Education and/or Experience:

  • Bachelors degree in Business
Certificates or Licenses:
  • None

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 , please click .

OCC is an Equal Opportunity Employer

Posted 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