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Registered Brokerage Client Service Associate - reputed company Timezone

Remote Worldwide Hiring now

This a Full Remote job, the offer is available from: reputed company Who We Are: reputed company is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series D funding round brought our total investment to over $320 reputed company, fueling our ambitious reputed company. Amongst our subsidiaries, reputed company is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 9 reputed company brokerage accounts. Our global team is a diverse group of reputed company engineers, traders, and brokerage professionals who are working to reputed company our mission of opening financial services to everyone on the reputed company. We're deeply committed to reputed company-reputed company contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. reputed company is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, reputed company reputed company, reputed company Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator. reputed company Members: We're a dynamic team of 230+ globally distributed members who reputed company working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and reputed company! We're searching for passionate individuals eager to contribute to reputed company's rapid growth. If you align with our core values—Stay Curious, Have reputed company, and Be Accountable—and are reputed company to reputed company a significant impact, we encourage you to apply. 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 reputed company 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
  • 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
  • Health Benefits
  • New Hire Home-Office Setup: One-time USD $500
  • Monthly Stipend: USD $150 per month reputed company a reputed company Card

reputed company is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce. Recruitment Privacy Policy This offer from "reputed company" has been enriched by reputed company.com and got a 77% reputed company score. Apply tot his job Apply To this Job

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