RemoteLeaf Logo
Log in Sign up

Brokerage Client Service Associate

3 weeks, 1 day ago
Asia
Full-time
Junior
Customer Support
Customer and Technical Support
Apply Now
Alpaca

Alpaca

Alpaca is a developer-first API for stock and crypto trading, offering easy-to-use APIs for building apps and trading algorithms.

Capital Markets
51-250
Founded 2015
$87M raised
View All Jobs 31

Description

  • Serve as the first point of contact for clients and broker partners on service needs and issues.
  • Handle brokerage questions across account services, trading, transfers, funding, and operations.
  • Submit and process operational requests such as order entry, account maintenance, fund distributions, and cash and stock journals.
  • Coordinate with internal teams including trading, brokerage operations, sales, solutions, customer success, engineering, and product to resolve client issues.
  • Assist customers with basic technical requests, including API usage, platform navigation, workflow guidance, and troubleshooting.
  • Support ad hoc projects and operational initiatives assigned by management.
  • Work on ACATS and non-ACATS transfers, including incoming and outgoing account movements across the partner ecosystem.

Requirements

  • 1 to 2 years of experience in the securities industry.
  • FINRA Series 7 license, or the ability to obtain it within the first 6 months of employment.
  • Strong attention to detail, accuracy, and reliability in a fast-paced environment.
  • Strong written and verbal communication skills.
  • Experience with FINRA, Federal, and SEC regulations.
  • Basic understanding of KYC and client onboarding processes.
  • Ability to collaborate effectively in a remote team environment.
  • Enthusiasm for Alpaca’s mission and willingness to take ownership of new responsibilities.
  • Comfort handling challenges and a diverse range of operational tasks.

Benefits

  • Competitive salary with stock options.
  • Health benefits.
  • One-time USD $500 new hire home-office setup stipend.
  • USD $150 monthly stipend via Brex card.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Fast Affordable Solutions

Regulatory Specialist – Study Start-Up

Fast Affordable Solutions Professional Services

UniTriTeam is seeking a Regulatory Specialist – Study Start-Up to support a clinical research client with study activation and eRegulatory migration work.

Mexico Full-time Junior Operations Specialist
GCP HIPAA
15 hours, 22 minutes ago
Splitero

Senior Closer

Splitero 11-50 Banks

Splitero is hiring a Senior Closer to manage home equity investment closings and funding while coordinating a smooth, accurate experience for homeowners and transaction partners.

Anywhere Full-time Junior Operations Specialist
$85k-$85k
15 hours, 37 minutes ago
Super Technologies Pvt Ltd

CRM Operations Executive

Super Technologies Pvt Ltd 1-10 aviation & aerospace

Super is hiring a CRM Operations Executive to manage and optimize CRM and bonusing operations that support customer engagement across its sports, gaming, and fan experience platform.

Romania Full-time Mid Level Email Marketing Manager Operations Specialist
CRM Email Marketing Social Media Marketing
15 hours, 52 minutes ago
Latitude AI

Triage Engagement and Solutions (Contract)

Latitude AI 501-1000 information technology & services

Latitude AI is hiring a Triage Operations team member to support automated driving development for Ford vehicles by analyzing test data and improving operational workflows over a 12-month contract.

United States Contract Mid Level Customer Support Operations Specialist
$70k-$118k
Agile JIRA Looker Machine Learning Superset
15 hours, 52 minutes ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers