Brokerage Client Service Associate

We're a dynamic team of 400+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond!

We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply.

This is an opportunity to join a Fintech firm specializing in many facets of the broker-dealer space, with a B2B clearing platform supporting a wide network of partner brokers and API-driven workflows. 

• 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

Alpaca is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.

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