Job Closed
This listing is no longer active.
AlpacaDB, Inc., also known as Alpaca and Alpaca Securities, is an API stock and crypto brokerage platform that enables services to embed investing and developers to build applicati
Registered Brokerage Client Service Associate
Location
United States
Posted
135 days ago
Salary
0
Seniority
Mid Level
Job Description
Registered Brokerage Client Service Associate
AlpacaDB
• Assist clients and broker partners by being the first point of contact on service needs and issues • Submit and process certain operational requests as instructed by the brokerage team and/or client/broker partners. • Researching and responding to clients’ issues relating to form submissions, transfers, and various other operational items. • Interact with several internal groups to resolve client issues. • Ensure new business paperwork is accurately and successfully submitted. • Positive and Resilient demeanor to help achieve satisfaction in a fast-paced environment • Ability to independently make decisions within general guidelines • Basic understanding of KYC and client onboarding processes
Job Requirements
- Excited about Alpaca’s mission and what we’re building
- One to two years of experience in the securities industry.
- FINRA Series 7 license
- 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
- Ability to collaborate and work effectively in a remote team environment
- Must possess the ability to adapt to a changing business and regulatory environment
- Enjoys challenges and taking ownership of new responsibilities
Benefits
- Competitive Salary & Stock Options
- Health Benefits
- New Hire Home-Office Setup: One-time USD $500
- Monthly Stipend: USD $150 per month via a Brex Card
Related Guides
Related Categories
Related Job Pages
More Client Services Representative Jobs
• Lead client relationships and multidisciplinary teams to deliver breakthrough insights and strategic impact. • Coach teams, grow accounts, and model the best of what C Space offers clients. • Conduct in-depth research (and coach others to conduct research) to uncover answers to client problems. • Write and/or review persuasive reports and deliverables.
Technical Client Services Manager
SwaarmStart your growth journey with Swaarm's all-in-one marketing platform
• As part of Swaarm’s Customer Success team, you will be the first point of contact for our clients. • Accountable for maintaining a positive relationship with clients by monitoring, moderating, and contributing to conversations with clients across all channels • Understanding the Swaarm platform end to end • Accountable for identifying client issues by collecting and relaying filtered out client feedback and insights to internal teams • Accountable for communicating product changes, updates, features, etc. to the clients via available channels • Accountable for quality and timeliness of all client-related issues, tickets, and tasks to make the customers' experience consistent and seamless • Accountable for the quality, timely creation, and maintenance of Swaarm's knowledge base • Accountable for quality and timely onboarding of clients to the Swaarm platform ensuring a fully engaged, positive, and valuable experience • Accountable for collaborating with the product team on new features based on client feedback
Client Services Director
WOW Remote TeamsGlobalize Your Team | Hire Top Remote Professionals outside the U.S | Nearshore Same Time Zone
• Lead and oversee the account management team to ensure KPI alignment and delivery • Monitor performance across accounts and proactively address risks or gaps • Manage and optimize processes tied to client retention and satisfaction • Ensure consistent communication standards across all client interactions • Oversee accounts with monthly recurring revenue ranging from $3,000 to $6,000 • Manage total MRR portfolios between $20,000 and $100,000 per individual • Collaborate closely with leadership to align client strategy with business goals • Support team development, coaching, and performance improvement
Program Coordinator, Client Support
UX CollectiveThe UX Collective is an independent design publication built to elevate unheard design voices all over the world.
• Supporting client communication and follow-ups using guided systems • Coordinating information, scheduling, and digital administration • Working within clear, step-by-step operational processes • Participating in ongoing learning and professional development
