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Alpaca is a California-based brokerage technology company that specializes in providing execution and custody solutions for various financial instruments including Stocks, ETFs, Options, and Cryptocurrencies. A noteworthy aspect of Alpaca is its funding, having raised over $170 million, which supports its operations and growth in the highly competitive financial services sector.
The workplace at Alpaca is described as globally distributed, consisting of over 150 team members from diverse geographical backgrounds such as the USA, Canada, Japan, Hungary, Nigeria, Brazil, and the United Kingdom. This diversity enriches the company culture and enables employees to work from their preferred locations around the globe. The company is dedicated to a mission of making financial services accessible to everyone and emphasizes its core values which include staying curious, having empathy, and being accountable.
The role being offered is for a Brokerage Client Service Associate, aimed at providing first-line support for clients and brokerage partners. Key responsibilities include:
Assisting clients and broker partners with service needs and issues.
Submitting and processing operational requests as directed by the brokerage team or client/broker partners. This includes managing funds distributions, cash and stock journals, account updates, and ACATs initiation, among other tasks.
Researching and addressing client inquiries related to form submissions, transfers, and operational aspects.
Collaborating with multiple internal teams to resolve client issues, including trading desks and customer success teams.
Ensuring accurate submission of new business paperwork.
All these tasks require a positive and resilient attitude, suitable for a dynamic work environment. The associate is expected to work independently while adhering to company guidelines.
To be eligible for this role, candidates need to demonstrate the following skills and qualifications:
Experience: 1-2 years in the securities industry.
Licensing: Must possess a FINRA Series 7 license or the ability to obtain one within the first six months of employment.
Strong attention to detail, accuracy, and reliability suitable for a fast-paced environment.
Excellent written and verbal communication skills in English.
Familiarity with FINRA, Federal, and SEC regulations.
Ability to effectively collaborate in a remote working environment.
Capacity to adapt to shifting business and regulatory demands.
Alpaca offers a competitive salary along with stock options, which can be quite beneficial for employees in the long term. Key benefits include:
Health benefits commencing from day 1—in the US, this includes medical, dental, and vision care. In countries like Canada and Japan, benefits are tailored locally. There is also a stipend provided internationally to offset medical costs.
A one-time home-office setup payment of $500 to facilitate remote working.
A monthly stipend of $150, provided through a Brex Card, for work-related expenses.
Alpaca is committed to being an equal opportunity workplace, actively pursuing diversity in its workforce. This is a crucial aspect of their recruitment strategy, reflecting their broader mission of inclusivity and accessibility in financial services.
For prospective candidates, this role represents an excellent opportunity to engage with various internal teams and clients in a remote setting. Given the evolving financial landscape with each passing day, being part of Alpaca allows individuals to contribute to innovative solutions while enhancing their career in the burgeoning field of brokerage services. The positions offered not only enrich career development but also allow team members to connect with like-minded professionals eager to make a difference in the financial industry.
This job offer was originally published on himalayas.app
This job offer summary has been generated using automated technology. While we strive for accuracy, it may not always fully capture the nuances and details of the original job posting. We recommend reviewing the complete job listing before making any decisions or applications.
