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Join Alpaca as a Brokerage Client Service Associate, focusing on client support in the securities industry. Work remotely in APAC with a competitive salary and benefits.
Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series D funding round brought our total investment to over $320 million, fueling our ambitious vision.
Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totaling over 9 million brokerage accounts.
Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it.
- Assist clients and broker partners by being the first point of contact on service needs and issues.
- Handle a diverse range of brokerage questions spanning multiple business functions, including account services, trading, transfers, funding, and operations.
- Submit and process certain operational requests as instructed by the brokerage team and/or client/broker partners. Examples include order entry, account maintenance, fund distributions, cash and stock journals, and other operational processing tasks.
- 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.
- Assist customers with basic technical requests, including API usage questions, platform navigation, workflow guidance, and troubleshooting support.
- Support ad hoc projects and operational initiatives as assigned by management.
- 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 6 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.
- Basic understanding of KYC and client onboarding processes.
- Ability to collaborate and work effectively in a remote team environment.
- Enjoys challenges and taking ownership of new responsibilities.
- 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.