Brokerage Client Service Associate (Fintech)

TL;DR

Brokerage Client Service Associate (Fintech): Supporting a B2B clearing platform by handling account movements, ACATS and non-ACATS transfers, and client inquiries with an accent on operational processing and regulatory compliance. Focus on resolving complex brokerage issues, assisting with API-driven workflows, and ensuring seamless partner ecosystem movements.

Location: Remote (APAC)

Company

hirify.global is a US-headquartered self-clearing broker-dealer providing institutional-grade APIs for stocks, ETFs, options, and crypto.

What you will do

• Act as the first point of contact for clients and broker partners regarding service needs and issues.
• Handle brokerage inquiries across account services, trading, transfers, funding, and operations.
• Process operational requests including order entry, account maintenance, and fund distributions.
• Collaborate with internal trading, engineering, product, and customer success teams to resolve issues.
• Provide basic technical support for API usage, platform navigation, and troubleshooting.
• Support ad hoc operational projects and initiatives as assigned by management.

Requirements

• 1-2 years of experience in the securities industry.
• FINRA Series 7 license or ability to obtain it within 6 months of employment start date.
• Must be based in the APAC region.
• Experience with FINRA, Federal, and SEC regulations.
• Basic understanding of KYC and client onboarding processes.
• Strong written and verbal communication skills.

Culture & Benefits

• Competitive salary and stock options.
• Comprehensive health benefits.
• One-time $500 USD allowance for new hire home-office setup.
• Monthly $150 USD stipend provided via a Brex Card.
• Distributed global team culture focusing on curiosity, empathy, and accountability.