Job Title: ACATs Associate
Location: Remote
Start: ASAP – March 15, 2021
Pay Rate: $17.00/hour

Length of Assignment: Ongoing Temporary position

 Minimum Qualifications

  • Bachelor’s in finance, accounting, business, or similar interests preferred
  • Data Entry
  • 2 years’ experience in Brokerage Operations, Financial Services, or related field
  • Series 7 license preferred
  • Strong CLIENT product knowledge and analytical skills
  • Background Check – Level II
  • Drug Test

Clearing Operations Support Associate (ACATs)- Temp

CLIENT is changing the way America invests. We believe our financial system should work for everyone and not just a few. We offer commission-free trading for stocks, ETFs, options, and cryptocurrencies—all in one, user-friendly platform. Since our public launch in 2015, we’ve enabled millions of people to participate in the markets, cementing us as the fastest-growing brokerage ever.

About the Role

We’re looking for a motivated self-starter to be a part of our Account Transfer Brokerage Operations team. You’ll be on the front line of our newly formed clearing operations team working with many key players throughout our organization.

As a Clearing Operations Support Associate, you will:

  • Take ownership of functions such as outgoing transfers, reclaims and residual transfers
  • Handles complex account transfer requests or general operation inquiries as needed
  • Escalate high-risk or compliance issues for back-office clearing activities
  • Takes proactive measures by calling contra-firm to complete a request
  • Other projects and duties may be assigned

Some things we consider critical to being a Clearing Operations Support Associate (ACATs):

  • Exceptional attention to detail
  • Ability to thrive in a fast paced and constantly evolving work environment
  • Strong problem-solving skills with a bias toward action
  • Ability to identify inefficiencies in operational processes
  • Ability to help design and implement solutions
  • Upholding and spreading the CLIENT Culture in all cross functional interactions
Hiring Made HumanVeronica Addington
 
Account Executive
 AppleOne  Orlando, FL
 7680 Universal Blvd. Suite 320 | Orlando, FL 32819
 w: 407-248-8129
 [email protected]