20 Best financial representative jobs in Chicago, IL (Hiring Now!)

Senior Associate, Member Services
Options Clearing Corporation —Chicago, IL
Supports development of analyses of member performance and works to develop recommendations for improvement. This includes information memos, operations manuals…
Estimated: $64K - $81.1K a year
Customer Care Representative
Lineage Logistics —Chicago, IL
Verify inbound receipts for accuracy. Lineage provides safe, stable, reliable work environments, medical, dental, and basic life and disability insurance…
$20 - $22 an hour
Quick Apply
19h
Inside Sales Representative
OneDigital Advanced Health —Chicago, IL
You will receive live, warm inbound calls from consumers looking for health insurance. Field live, warm, pre-screened inbound calls and effectively sell health…
$20 an hour
Quick Apply
Outside Sales Representative
Empire Today —Chicago, IL
Valid license to drive locally to meet Empire's customers in their homes and a vehicle with room for flooring sample boards.
$50,000 - $70,000 a year
Quick Apply
Financial Advisor
Taos Global Group Inc —Chicago, IL
Sells commerical/personal lines insurance and investments products to small and mid-size business owners; Holds excellent communication skills;
$20,000 - $60,000 a year
Quick Apply
Field Sales Representative - Chicago
Oliver Winery —Chicago, IL
Master skillset for productive account calls, including evaluation of retailer landscape, pertinent geographies/population centers, and state laws within…
Estimated: $36.8K - $46.7K a year
Water Meter Sales Representative
Everett J Prescott Inc —Illinois
Work with engineering firms to develop technical specifications and RFP documentation. The position will work directly with cities, municipalities, and…
Estimated: $54.3K - $68.8K a year
Quick Apply
Bilingual Vietnamese Sales Representative- Food & Beverage Wholesale
C.O.W.M. INC. —Chicago, IL
Following up all issues customer’s complaints, including incoming calls for orders, payments, questions, complaints, returns, order status, and general feedback…
$50,000 - $60,000 a year
Quick Apply
2h
Entry- Level Outside Sales Representative
Alarm Detection Systems —Bensenville, IL
Maintain a driver’s license, maintain an insurable driving record, and be capable of driving on company assignments. Ability and flexibility to work from home.
$40,000 a year
Quick Apply
6d
Highline Automotive Sales Representative
Confidential —Chicago, IL
Follow up with existing customers to confirm their satisfaction and generate leads. Spend time with customers to determine their needs and discusses vehicle…
Estimated: $69K - $87.4K a year
Quick Apply
Customer Service Representative
Cobra Power —Chicago, IL
Keeping records of customer interactions, transactions, comments and complaints. You will also be asked to process orders, modifications, and escalate…
$28 - $32 an hour
Quick Apply
Customer Service Representative
Guardian Heating & Cooling Services LLC —Chicago, IL
The Customer Service Representative will answer incoming calls and provide excellent customer service. Data entry on incoming work orders and administrative…
$25 - $28 an hour
Quick Apply
Customer Service Specialist
Thunderbird LLC. —Oak Brook, IL
Customer Service Specialist (CSS) is responsible for the day-to-day sales functions such as quotations, order entry, order expediting, and problem resolution.
Estimated: $38.2K - $48.3K a year
Quick Apply
1h
Licensed Insurance Sales Representative
Farmers Insurance —Park Ridge, IL
The Apprentice (Protégé) sales producer program provides the opportunity for an agent candidate to develop their skills and business knowledge while employed…
Quick Apply
Sales and Customer Service Representative
AEI ENERGY SERVICES —Elmhurst, IL
Develop and implement effective sales strategies. Conduct market research and analysis to identify new opportunities.
$55,157 - $60,000 a year
Quick Apply
RETAIL CUSTOMER SERVICE REPRESENTATIVE/CASHIER
Micro Center —Chicago, IL
Sincere interest in helping customers and driving world-class customer experiences. Provide superior service when assisting customers at the point of sale…
Estimated: $29.8K - $37.7K a year
Quick Apply
Sales Representative - Trucker's Network
160 Driving Academy —Chicago, IL
Ability to maintain composure in stressful situations. Truckers Network is a division of 160 Driving Academy, the largest CDL training vocational school system…
Estimated: $61.7K - $78.1K a year
Quick Apply
Health Insurance Sales Agent
K.T Insurance Solutions —Chicago, IL
Previous experience in Sales, Customer Service, or related field. Proficiency in using computers and phones. Starting at $60,000 and up to $75,000 in the first…
$60,000 - $75,000 a year
Quick Apply
New Truck Sales Representative - Chicago, IL- M&K Truck Centers
M&K Truck Centers —Chicago, IL
The noise level in the work environment is usually quiet while in the office, or moderately loud when in the field. Maintains sales standards by account.
Estimated: $58.1K - $73.5K a year
Quick Apply
Inside Sales Representative
Logical Position Llc —Chicago, IL
Engage phone prospects in data-driven, consultative dialogue about Google Ads and other Logical Position product offerings; actively listen to client responses…
$17.31 an hour
Quick Apply
1d

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Senior Associate, Member Services

Options Clearing Corporation - Chicago, IL

Apply Now

Job Details

Full-time Estimated: $64K - $81.1K a year

Benefits

Health insurance
Dental insurance
Tuition reimbursement
Paid time off
Parental leave
Vision insurance
Loan assistance

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Writing skills
Microsoft Office
3 years
Analysis skills
Bachelor's degree
Business
Communication skills

Full Job Description

What You'll Do:

This role’s primary responsibility is to support a team responsible for maintaining exceptionally high levels of client satisfaction by enhancing the Clearing Member’s experience with clearing their existing and new products. The role must possess a basic understanding of OCC’s products, systems, and processes as well as a broad understanding of the industry as a whole. The role supports the team that provides daily support to members related to operational questions or issues which includes research and analysis of trade and position data. The role is expected to work under guidance with initiatives and define, quantify and analyze relationships to ensure each firm’s operational requirements are met as they relate to their membership at OCC. This role is responsible for contributing to the writing of documentation and training of Clearing Members on operational processing, services and system capabilities. The role supports a team that is the main interface between the Clearing Members and all internal parties in preparation for new functionality and new products introduced into production. This role is responsible for ensuring compliance with all policies and procedures.

Primary Duties and Responsibilities:

To perform this job successfully, an individual must be able to perform each primary duty satisfactorily.

Support the team maintaining relationships with approximately 15 clients per person, including key clients
Support team members who respond 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.
Has demonstrated basic 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
Support team's ability to effectively interprets clearing member needs, assesses requirements and identifies solutions to non-standard requests
Works with Clearing Member to make sure solution meets their needs
Has a basic understanding of client businesses across numerous OCC memberships
Supports 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 satisfaction
Implements procedures for clients’ visits by leading meetings with senior management at clients’ offices
Supports development of analyses of member performance and works to 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
Responds frequently to day-to-day, routine Clearing Member inquiries received via phone or email and coordinates resolution with the appropriate department
Maintains and updates Clearing Member information in CRM system and other databases
Analyzes firm data and identifies trends
Leads training sessions to educate clients on new and existing products, services or enhancements; coordinates roll out and training materials. This includes information memos, operations manuals, user guides and in person/online presentations
Acts as an advocate and internal representative for Clearing Members so their product and service needs are communicated internally as necessary ensuring that the Member’s needs are addressed
Performs Masterfile account updates and verification of changes for members
Assists 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] Strong 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 & Background

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

Certifications

None Required

Education & Training

[Required] Bachelor’s Degree in business
[Required] 3+ years of experience

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

Apply Now

financial representative jobs in Chicago, IL

Senior Associate, Member Services

Customer Care Representative

Inside Sales Representative

Outside Sales Representative

Financial Advisor

Field Sales Representative - Chicago

Water Meter Sales Representative

Bilingual Vietnamese Sales Representative- Food & Beverage Wholesale

Entry- Level Outside Sales Representative

Highline Automotive Sales Representative

Customer Service Representative

Customer Service Representative

Customer Service Specialist

Licensed Insurance Sales Representative

Sales and Customer Service Representative

RETAIL CUSTOMER SERVICE REPRESENTATIVE/CASHIER

Sales Representative - Trucker's Network

Health Insurance Sales Agent

New Truck Sales Representative - Chicago, IL- M&K Truck Centers

Inside Sales Representative

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