Alpaca
201 - 500 employees
🔌 API
💳 Fintech
₿ Crypto
API • Fintech • Crypto
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.
Brokerage Client Service Associate
🔥 3 minutes ago
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Alpaca
201 - 500 employees
🔌 API
💳 Fintech
₿ Crypto
API • Fintech • Crypto
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.
📋 Description
• 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
🎯 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 • 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
🏖️ Benefits
• 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
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