Alpaca

Developer APIs for stocks and crypto trading, investing apps, and embedded fintech.

Registered Brokerage Client Service Associate

Client Services RepresentativeClient ServicesFull TimeRemoteTeam 201-500H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

52 days ago

Salary

Not specified

Bachelor Degree2 yrs expEnglish

Job Description

• 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. • 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. • 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

Job Requirements

  • Excited about Alpaca’s mission and what we’re building
  • One to two years of experience in the securities industry.
  • FINRA Series 7 license
  • 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

Benefits

  • Competitive Salary & Stock Options
  • Health Benefits
  • New Hire Home-Office Setup: One-time USD $500
  • Monthly Stipend: USD $150 per month via a Brex Card

Related Job Pages

More Client Services Representative Jobs

Associate Director – Communities Client Services

Escalent

Escalent is an award-winning data analytics and advisory firm that helps clients understand human and market behaviors to navigate disruption. As catalysts of progress for more than 40 years, our strategies guide the world’s leading brands. We accelerate growth by creating a seamless flow between primary, secondary, syndicated, and internal business data, providing consulting and advisory services from insights through implementation. Based on a profound understanding of what drives human beings and markets, we identify actions that build brands, enhance customer experiences, inspire product innovation and boost business productivity. We listen, learn, question, discover, innovate, and deliver—for each other and our clients—to make the world work better for people. Why Escalent? Once you join our team you will have the opportunity to... Access experts across industries for maximum learning opportunities including Weekly Knowledge Sharing Sessions, LinkedIn Learning, and more. Gain exposure to a rich variety of research techniques from knowledgeable professionals. Enjoy a remote first/hybrid work environment with a flexible schedule. Obtain insights into the needs and challenges of your clients—to learn how the world’s leading brands use research. Experience peace of mind working for a company with a commitment to conducting research ethically. Build lasting relationships with fun colleagues in a culture that values each person.

Client Services Representative52 days ago
Full TimeRemoteTeam 1,001-5,000H1B Sponsor

Associate Director leading client relationships and multidisciplinary teams at C Space

United States
$100K - $125K / year

Client Services Executive

Navitus Health Solutions

We are committed to helping humans by making medications more affordable for the people who need them.

Client Services Representative52 days ago
Full TimeRemoteTeam 1,001-5,000Since 2003H1B No Sponsor

Client Services Executive responsible for client retention and satisfaction for a pharmacy benefit manager.

Alaska + 12 moreAll locations: Alaska, Hawaii, Maine, New Hampshire, New Mexico, North Dakota, Mississippi, Rhode Island, South Carolina, South Dakota, Virginia, West Virginia, Wyoming
$72.8K - $89.3K / year
Client Services Representative57 days ago
Full TimeRemoteTeam 1,001-5,000Since 1856H1B No Sponsor

Client Service Specialist managing pension plans for major accounts

New York
Client Services Representative57 days ago
Full TimeRemoteTeam 10,001+Since 1986H1B No Sponsor

Client Services Consultant assisting clients with business needs

SQL
Connecticut