[Hiring] Brokerage Client Service Associate @Alpaca

Remote, USA Full-time Posted 2025-04-27
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Nov 17, 2024 - Alpaca is hiring a remote Brokerage Client Service Associate. Salary: competitive salary & stock options. Location: Worldwide.

Who We Are:

Alpaca is a fast-growing series B fintech company that? raised over $120 million in funding.
Alpaca is an API-first stock and crypto platform that enables developers and businesses across the world to build trading algorithms, applications, and brokerage services.
Our globally distributed team consists of developers, traders, and brokerage specialists, and is backed by a group of prominent investors and highly experienced industry angel investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Eldridge, Positive Sum, Elefund, and Y Combinator.

And, of course, we are very enthusiastic about open source contributions as well as community building.

The Alpaca Team:

We have 150+ globally distributed (remote) team members who love to work from their favorite places in the world. We have team members based in the USA, Canada, Hungary, Japan, Brazil, Spain, Philippines, Nigeria, UK, and more! We love candidates who have a passion for making a global difference in financial services and technology, by impacting local communities and becoming a part of our hyper-growth company.

Things You Get To Do:
?ssist clients and broker partners by being the first point of contact on service needs and issues
?ubmit 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.
?esearching and responding to clients?ssues relating to form submissions, transfers, and various other operational items.
?nteract 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.
?nsure new business paperwork is accurately and successfully submitted.
?ositive and Resilient demeanor to help achieve satisfaction in a fast-paced environment
?bility to independently make decisions within general guidelines
?asic understanding of KYC and client onboarding processes

Who You Are (Must-Haves):
?xcited about Alpaca? mission and what we?e building
?ne to two years of experience in the securities industry.
?INRA Series 7 license or ability to obtain within the first 3 months of employment start date
?trong attention to detail, accuracy, and reliability with the ability to thrive in a fast-paced environment
?ust have strong written and communication skills
?xperience with FINRA, Federal, and SEC regulations
?bility to collaborate and work effectively in a remote team environment
?ust possess the ability to adapt to a changing business and regulatory environment
?njoys challenges and taking ownership of new responsibilities

How We Take Care of You:
?ompetitive Salary & Stock Options
?enefits: 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.
?ew Hire Home-Office Setup: One-time USD $500
?onthly Stipend: USD $150 per month via a Brex Card
?ork 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.

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