Alpaca
Alpaca is a fintech company that provides a comprehensive brokerage and trading platform through a suite of APIs. These APIs enable developers and businesses to integrate algorithmic trading, app development, and embedded investing into their services. Alpaca offers services like trading in US stocks, ETFs, and cryptocurrency with options for local currency transactions. The company is recognized for its cyber security practices and is a member of FINRA and SIPC. Alpaca is ideal for fintech startups, broker-dealers, hedge funds, and other financial services looking to build sophisticated trading applications and platforms with minimal friction through their well-documented Broker API.
Finance • Trading • Fintech • Algorithm Trading • Investing
Brokerage Client Service Associate
March 21
Alpaca
Alpaca is a fintech company that provides a comprehensive brokerage and trading platform through a suite of APIs. These APIs enable developers and businesses to integrate algorithmic trading, app development, and embedded investing into their services. Alpaca offers services like trading in US stocks, ETFs, and cryptocurrency with options for local currency transactions. The company is recognized for its cyber security practices and is a member of FINRA and SIPC. Alpaca is ideal for fintech startups, broker-dealers, hedge funds, and other financial services looking to build sophisticated trading applications and platforms with minimal friction through their well-documented Broker API.
Finance • Trading • Fintech • Algorithm Trading • Investing
📋 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. 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 and dynamic environment • Ability to independently make decisions within general guidelines • Basic understanding of KYC and client onboarding processes
🎯 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 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 in English • 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 • Benefits: Health benefits start on day 1. In the US this includes Medical, Dental, Vision. In Canada, this includes supplemental health care. In Japan, you are offered local benefits. 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
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