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Brokerage Client Service Associate

2 days, 13 hours 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 38

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

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