Alpaca logo
Alpaca

Developer APIs for stocks and crypto trading, investing apps, and embedded fintech.

Brokerage Client Service Associate

Location

Asia

Posted

1 day ago

Salary

0

Seniority

Mid Level

Bachelor Degree1 yr expEnglish

Job Description

Brokerage Client Service Associate

Alpaca

• 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

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 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

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

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