Brokerage Operations Analyst

Confirmed live in the last 24 hours



11-50 employees

Enables customizable investing experiences for firms



Remote in USA

Required Skills
Customer Service
  • 5+ years industry experience across Broker dealers, Brokerage Operations, and Trade Support
  • Experience with broker dealer build-outs
  • Ability to work independently and proactively in a high volume, high pressure, and sometimes ambiguous environment
  • Ability to work with data and understand complex workflows
  • Capable of triaging and resolving issues related to onboarding, trading, and clearing
  • Expertise monitoring and resolving of onboarding and trade processing exceptions
  • Experienced Onboarding and validating new accounts
  • Series 7 or 99 License required
  • Strong comfort level in Excel, SQL and ideally Jira
  • Systems experience with OMS such as SS&C Eze Castle
  • Front-end trading system experience such as Neovest
  • Responsible for the pre and post trade processing for all security products traded by Atomic partner clients
  • Establish positions into Atomic’s internal system and into the custodians
  • Respond to inquiries from partners, remediating trade exceptions
  • Provide support, testing and subject matter expertise for all required new business initiatives and regulatory changes surrounding trade processing
  • Strong focus on customer service to the business and support partners across the organization
  • Gain a strong understanding of Atomic’s APIs, databases, and trade processing flows as an RIA and broker dealer
  • Gain in-depth knowledge of client and internal needs to ensure that any change or new business initiative is operationally sound and can be supported and scaled
  • Identify inefficiencies in existing processes and help map out enhancements needed to accommodate future business initiatives

AtomicVest offers an integrated platform for companies to provide customizable investing experiences, utilizing direct indexing, ESG investing, and tax-loss harvesting technologies to empower users with socially conscious portfolio options and optimize tax savings. Their infrastructure enables seamless investment advice and customizable front-end experiences, catering to fintechs, banks, and consumer-facing companies.

Company Stage

Series A

Total Funding



New York, New York



Growth & Insights

6 month growth


1 year growth


2 year growth