Senior Associate, Member Services

OCC Senior Associate, Member Services 8 Hours AgoSaved Hybrid Dallas, TX, USA 64K-84K Annually Senior level 64K-84K Annually Senior levelBig Data • Cloud • Fintech • Information Technology • Financial ServicesSupports approximately 15 OCC Clearing Members by resolving complex operational inquiries, analyzing trade and position data, coordinating account and business changes, maintaining CRM records, identifying performance trends, and delivering client training. The role manages member relationships, represents client needs internally, supports new product and functionality rollouts, prepares operational documentation, and ensures compliance with OCC policies and procedures.Top Skills: Crm SystemsExcelMS OfficePowerPointWord