Brokerage Client Service Associate

Alpaca

Client Service Associate at Alpaca providing support for brokerage operations and client transfers. Engaging with clients and internal teams to resolve inquiries and manage account movements.

Posted 6/29/2026full-timeRemote • ⛩ Anywhere in AsiaJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Order EntryAccount MaintenanceFund DistributionsCash JournalsStock JournalsAPI UsagePlatform NavigationWorkflow GuidanceTroubleshooting Support

Soft Skills

Attention to DetailStrong Written CommunicationReliabilityCollaborationOwnership

Certifications

FINRA Series 7 License