Associate, Member Services
Core
Support Clearing Members by providing high-level service, resolving operational issues, and analyzing trade/position data for an equity derivatives clearing organization.
Role type
Associate Member Services (Clearing Operations)
Builds
Operational support for clearing members and new product functionality
Domain
Financial Services / Derivatives Clearing
Deliverable
client delivery
Required skills
Customer service, problem solving, multitasking, oral/written communication, Microsoft Office (Excel, PowerPoint, Word), data analysis
Preferred skills
None stated
Technologies
CRM systems, databases, Microsoft Office
Responsibilities
Respond to member inquiries via phone/email, troubleshoot production activities, maintain member information in CRM, analyze firm data for trends, perform masterfile account updates, assist with self-testing and procedure writing
Seniority
Entry-level, individual contributor