View All Jobs 2636
Registered Brokerage Client Service Associate (support) - Remote Eligible
Assist clients with operational requests and ensure accurate processing of their inquiries.
Remote
Junior
1 month ago
✨ About The Role
- The role involves assisting clients and broker partners as the first point of contact for service needs and issues.
- Responsibilities include submitting and processing operational requests such as funds distributions and account updates.
- The candidate will research and respond to client issues related to form submissions and transfers.
- Interaction with various internal groups is required to resolve client issues, including trading desk and customer success teams.
- The position demands a positive and resilient demeanor to achieve client satisfaction in a dynamic environment.
âš¡ Requirements
- The ideal candidate is excited about Alpaca's mission of opening financial services to everyone on the planet.
- They should have one to two years of experience in the securities industry, demonstrating a foundational understanding of brokerage operations.
- A FINRA Series 7 license is required, indicating a level of professionalism and knowledge in the field.
- Strong attention to detail, accuracy, and reliability is essential, especially in a fast-paced environment.
- Excellent written and communication skills are necessary for effective client interaction and issue resolution.
Registered Brokerage Client Service Associate (support) - Remote Eligible
Remote
Support
About Alpaca
API-first stock and crypto brokerage platform