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Customer Service
Brokerage Client Service Associate
@Alpaca
Customer Service
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Salary
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Remote
Location
Worldwide
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Job Type
Full-time
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Posted
3d ago
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🙈 Does this job need an edit?
[Hiring] Brokerage Client Service Associate @Alpaca
Nov 17, 2024 - Alpaca is hiring a remote Brokerage Client Service Associate. 💸 Salary: competitive salary & stock options. 📍Location: Worldwide.
Things You Get To Do:
- 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. Examples include funds distributions, cash and stock journals, account updates, ACATs initiation, and other operational tasks.
- 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. This can include the trading desk, brokerage operations, sales team, solutions team, customer success team, engineering, and product teams.
- 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
Who You Are (Must-Haves):
- 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 3 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
- 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
How We Take Care of You:
- Competitive Salary & Stock Options
- Benefits: Health benefits start on day 1. In the US this includes Medical, Dental, Vision. In Canada, this includes supplemental health care. Internationally, this includes a stipend value to offset medical costs.
- New Hire Home-Office Setup: One-time USD $500
- Monthly Stipend: USD $150 per month via a Brex Card
- Work with awesome hard working people, super smart and cool clients and innovative partners from around the world
Alpaca is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.
About The Company
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Back to Remote jobs >
Customer Service
Customer Service
|
Salary
|
Remote
Location
Worldwide
|
|
Job Type
Full-time
|
Posted
3d ago
|
🙈 Does this job need an edit?
|
|
Be aware of the location restriction for this remote position: Worldwide |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. | ️
