Brokerage Account Operations Specialist

It all started with an idea at Block in 2013. Initially built to take the pain out of peer-to-peer payments, Cash App has gone from a simple product with a single purpose to a dynamic ecosystem, developing unique financial products, including Afterpay/Clearpay, to provide a better way to send, spend, invest, borrow and save to our 50+ million monthly active customers. We want to redefine the world’s relationship with money to make it more relatable, instantly available, and universally accessible.
Today, Cash App has thousands of employees working globally across office and remote locations, with a culture geared toward innovation, collaboration and impact. We’ve been a distributed team since day one, and many of our roles can be done remotely from the countries where Cash App operates. No matter the location, we tailor our experience to ensure our employees are creative, productive, and happy.

The Role

Cash App Investing is seeking a detail-oriented Analyst to join our Account Operations team. This role will execute established Cash App Investing customer account lifecycle processes and procedures while identifying tactical opportunities to improve efficiency. Reporting to the Account Operations Team Lead, the Brokerage Account Operations Specialist will work closely with internal teams to ensure accurate execution of customer onboarding and account lifecycle events, including legal name changes, updates to customer records, review of customer information, and account closures, to further Cash App Investing's mission of making investing universally accessible. The ideal candidate will bring strong attention to detail, basic process automation experience, and collaborative skills required to work effectively within established frameworks.
This role can be hired remotely in any Zone B, C, or D market.

You Will

• Execute daily brokerage operations with accuracy, timeliness, and adherence to Written Supervisory Procedures.
• Manage customer account lifecycle events and support data entry, validation, and regulatory reporting.
• Escalate complex issues to senior team members and follow established resolution protocols.
• Contribute to infrastructure projects by completing assigned tasks, testing new procedures, and providing operational feedback.
• Identify and document process inefficiencies, variations, and tactical improvements for senior review.
• Maintain working knowledge of SEC/FINRA regulations and support compliance monitoring and examination preparation.
• Ensure accurate documentation, recordkeeping, and adherence to regulatory standards.
• Collaborate with cross-functional teams, participate in meetings and training, and support team cross-training initiatives.

You Have

• 2+ years of experience in brokerage operations back office functions
• FINRA Licenses: Series 7 & 63 required
• Strong attention to detail, and excellent analytical and problem solving experience
• Written and verbal communication experience
• Proficiency in Excel and basic data analysis

Even Better

• Experience with API integrations and automated workflows
• Experience with change management in a fast-paced environment
• Familiarity with SQL or data visualization tools

We're working to build a more inclusive economy where our customers have equal access to opportunity, and we strive to live by these same values in building our workplace. Block is a proud equal opportunity employer. We work hard to evaluate all employees and job applicants consistently, based solely on the core competencies required of the role at hand, and without regard to any legally protected class. We believe in being fair, and are committed to an inclusive interview experience, including providing reasonable accommodations to disabled applicants throughout the recruitment process. We encourage applicants to share any needed accommodations with their recruiter, who will treat these requests as confidentially as possible. Want to learn more about what we're doing to build an inclusive workplace? Check out our Inclusion & Diversity page