Client Services Analyst/ Associate

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.