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Brokerage Client Service Associate - Remote Eligible
Assist clients with operational requests and ensure accurate processing of their needs.
Remote
Junior
2 months ago
✨ About The Role
- The Brokerage Client Service Associate will serve as the first point of contact for clients and broker partners, addressing service needs and issues.
- Responsibilities include submitting and processing operational requests, such as funds distributions and account updates.
- The role involves researching and responding to client issues related to form submissions and transfers.
- The associate will interact with various internal groups, including trading desk and customer success teams, to resolve client issues.
- Ensuring accurate submission of new business paperwork is a key responsibility of this position.
âš¡ Requirements
- The ideal candidate is excited about Alpaca's mission and the innovative solutions being developed in the fintech space.
- They should have one to two years of experience in the securities industry, demonstrating a foundational understanding of financial services.
- A strong attention to detail, accuracy, and reliability is essential, especially in a fast-paced environment.
- Excellent written and communication skills are necessary for effective client interaction and collaboration with internal teams.
- The candidate must possess a positive and resilient demeanor, capable of adapting to a changing business and regulatory environment.
About Alpaca
API-first stock and crypto brokerage platform