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Job details
Job description, work day and responsibilities
Brokerage Client Service Associate
Your Role: This is an opportunity to join a Fintech firm specializing in many facets of the broker-dealer space, with a B2B clearing platform supporting a wide network of partner brokers and API-driven workflows.
Things You Get To Do: Assist clients and broker partners by being the first point of contact on service needs and issues
Handle a diverse range of brokerage questions spanning multiple business functions, including account services, trading, transfers, funding, and operations.
Submit and process certain operational requests as instructed by the brokerage team and/or client/broker partners. Examples include order entry, account maintenance, fund distributions, cash and stock journals, and other operational processing tasks.
Interact with several internal groups to resolve client issues. This can include the trading desk, brokerage operations, sales team, solutions team, customer success team, engineering, and product teams.
Assist customers with basic technical requests, including API usage questions, platform navigation, workflow guidance, and troubleshooting support.
Support ad hoc projects and operational initiatives as assigned by management
Who You Are (Must-Haves): Excited about Alpaca’s mission and what we’re building
One to two years of experience in the securities industry.
FINRA Series 7 license or ability to obtain within the first 6 months of employment start date
Strong attention to detail, accuracy, and reliability with the ability to thrive in a fast-paced environment
Must have strong written and communication skills
Experience with FINRA, Federal, and SEC regulations
Basic understanding of KYC and client onboarding processes
Ability to collaborate and work effectively in a remote team environment
Enjoys challenges and taking ownership of new responsibilities
Alpaca is hiring for this role on CareerPlace.
Apply on the company website through Alpaca.
Imported from employer careers page. Source ref: 9f25d8dcc605.
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Job ID: #550, Published: 3 hours ago, Company registered: 3 hours ago
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