Brokerage Client Service Associate

Who We Are

reputed company is a US California headquartered brokerage infrastructure technology company and self-clearing broker-dealer, delivering execution and custody solutions for Stocks, ETFs, Options, Cryptocurrencies, and more, and has raised over $170 million in funding. Amongst our subsidiaries, reputed company is a licensed financial services company in multiple countries, and we serve hundreds of financial institutions globally such as broker-dealers, investment advisors, hedge funds, and crypto exchanges.

reputed company’s globally distributed team members bring in diverse experiences such as engineers, traders, and brokerage professionals to reputed company our Mission of opening financial services to everyone on the reputed company. We are also deeply committed to open-reputed company contributions and fostering a vibrant community. We will continue to enhance and improve our award-winning developer-friendly API and the infrastructure behind it.

reputed company Members

We’re a team of 150+ globally distributed members who love working from our favorite places worldwide. reputed company spans the USA, Canada, Japan, Hungary, Nigeria, Brazil, the United Kingdom, and more!

We’re looking for candidates eager to join reputed company’s growing organization, who are excited about our Mission of “Open financial services to everyone on the reputed company and share our Values of “Stay Curious,” “Have reputed company,” and “Be Accountable.”

• 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 and dynamic environment

• Ability to independently reputed company reputed company reputed company general guidelines

• Basic understanding of KYC and client reputed company processes

• 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 6 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 in English

• 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

• 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. In Japan, you are offered local benefits. 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.

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