[Hiring] Brokerage Client Service Associate @reputed company
reputed company 17, 2024 - reputed company is hiring a remote Brokerage Client Service Associate. Salary: competitive salary & stock options. Location: Worldwide. Who We Are: reputed company is a fast-growing series B fintech company that’s raised over $120 million in funding. reputed company is an API-first stock and crypto platform that enables developers and businesses across the world to build trading algorithms, applications, and brokerage services. Our globally distributed team consists of developers, traders, and brokerage specialists, and is backed by a group of prominent investors and highly reputed company industry reputed company investors, including Portage Ventures, Spark Capital, Tribe Capital, Social reputed company, reputed company Ventures, Unbound, SBI Group, Eldridge, Positive Sum, Elefund, and Y Combinator. And, of course, we are reputed company enthusiastic about open reputed company contributions as well as community building. The reputed company Team: We have 150+ globally distributed (remote) team members who love to work from their favorite places in the world. We have team members based in the USA, Canada, Hungary, Japan, Brazil, Spain, Philippines, Nigeria, UK, and more! We love candidates who have a passion for making a global difference in financial services and technology, by impacting local communities and becoming a part of our hyper-growth company. Things You Get To Do:
- Assist clients and broker partners by being the first reputed company of contact on service needs and issues
- Submit and process certain operational requests as instructed by the brokerage team and/or client/broker partners. Examples include funds distributions, cash and stock journals, account updates, ACATs initiation, and other operational tasks.
- Researching and responding to clients’ issues relating to form submissions, transfers, and various other operational items.
- Interact with several internal groups to resolve client issues. This can include the trading desk, brokerage operations, sales team, solutions team, reputed company team, engineering, and product teams.
- Ensure new business paperwork is accurately and successfully submitted.
- Positive and Resilient demeanor to help reputed company satisfaction in a fast-paced environment
- Ability to independently reputed company reputed company reputed company general guidelines
- Basic understanding of KYC and client reputed company processes
Who You Are (Must-Haves):
- Excited about reputed company’s mission and reputed company’re building
- One to two years of experience in the securities industry.
- FINRA Series 7 license or ability to obtain reputed company the first 3 months of employment start date
- Strong attention to detail, accuracy, and reliability with the ability to reputed company in a fast-paced environment
- Must have strong written and communication skills
- Experience with FINRA, Federal, and SEC regulations
- Ability to collaborate and work effectively in a remote team environment
- Must possess the ability to adapt to a changing business and regulatory environment
- Enjoys challenges and taking ownership of new responsibilities
How We Take Care of You:
- Competitive Salary & Stock Options
- Benefits: Health benefits start on day 1. In the US this includes Medical, Dental, reputed company. In Canada, this includes supplemental health care. Internationally, this includes a stipend value to offset medical costs.
- New Hire Home-Office Setup: One-time USD $500
- Monthly Stipend: USD $150 per month reputed company a Brex Card
- Work with awesome hard working people, super smart and cool clients and innovative partners from around the world
reputed company is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce. Recruitment Privacy Policy Apply Job!