Client Services Analyst/ Associate - Webull Financial
Saint Petersburg, FL 33716
About the Job
Client Services Analyst/Associate
St. Petersburg, FL (On-Site)
Webull is committed to providing our clients with the best experience possible. As a member of our Client Services team, you will have an impactful voice from the front lines of our business. Acting as an extension of our clients, the Client Services team is responsible for helping to solve issues across various product lines and advancing the firm's position as an innovative leader in the industry.
We"re in search of dedicated individuals to join our Client Services team, offering multiple opportunities for growth and impact.
Responsibilities:
- Serve as the initial point of contact for clients across incoming phone calls and support tickets. Responsible for account-related or trading inquiries across various product lines, including equities, options, margin, and/or futures.
- Leverage client feedback to streamline and enhance internal processes across the platform, collaborating closely with product and technology teams to elevate the client experience and enhance firm efficiency.
- Adhere to all compliance, risk, and industry protocols to minimize risk exposure for the firm.
- Review account-opening documentation, including applications and IDs, to facilitate the growth of the firm"s client base while ensuring compliance with regulatory requirements.
Qualifications:
- Strong written and verbal communication skills required.
- Series 7 required
- Finance experience (equities, options, futures) at a retail brokerage firm preferred, but not required.
- Motivated, self-starter capable of effective collaboration, multitasking, and problem-solving in a fast-paced environment.
- Strong desire to work for a leader in the FinTech space.
At Webull, we provide competitive and exciting benefits such as:
- Competitive Salary + Discretionary Year-End Bonus
- Fully Paid Medical & Dental Insurance
- Vision Insurance
- 401k Match
- Commuter Benefits
- Short-Term Disability & Paid Parental Leave
- Fitness Benefits
- In-Office Events & Fun Culture Events
- 15 Vacation Days, 2 Personal Days, 7 Sick Days
Webull promotes diversity and provides equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone.
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