The margin associate will assist the margin department with the daily monitoring and maintenance of items including but not limited to margin call activity, debit balances and trade related items within Ally Invest accounts according to the firm and regulatory guidelines. Ideal candidate will possess strong communication, organization and analytical skills with a good eye for identifying and understanding firm risk. Strong Customer Service, Relationship Building and Communication are essential in this role. The candidate will have 2-3 years experience with proven experience in a Brokerage Services industry. The position performs the following functions.
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Contingency Planning Skill
Customer Service Skill
Brokerage Operations Margin and Option Associate
Alpaca, Charlotte, NC