Current jobs related to Client Services Representative - St Petersburg - Webull Financial

  • Client Services Representative

    1 month ago

    St Petersburg, United States Atrium Staffing Full time

    About Atrium: What you do matters. As a people-centric organization, we foster an environment of collaboration, high performance, and innovation where your talents are valued, and your achievements are celebrated. Join us and become part of an inclusive team. Client Overview: Our client is a multinational firm with distinct business units that serve a...

  • Client Services Representative

    2 months ago

    St Petersburg, United States Webull Financial LLC Full time

    Client Services Representative 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...

  • Client Services Representatives

    1 week ago

    St. Petersburg, United States eTeam Inc. Full time

    Job Title: Client Services RepresentativeLocation: St. Petersburg, FL-33716 (Local candidates only).Job Duration: 6 months contractWork Schedule: Hybrid (3 days onsite, 2 days WFH). Onsite days include Wednesdays and Monday or Friday, with a flexible third day.Hours: 9:00 AM - 6:00 PM ET (1-hour lunch). Must be logged in and ready at 9:00 AM.Contract:...

  • Client Services Representatives

    7 days ago

    St Petersburg, United States eTeam Inc. Full time

    Job Title: Client Services Representative Location: St. Petersburg, FL-33716 (Local candidates only). Job Duration: 6 months contract Work Schedule: Hybrid (3 days onsite, 2 days WFH). Onsite days include Wednesdays and Monday or Friday, with a flexible third day. Hours: 9:00 AM - 6:00 PM ET (1-hour lunch). Must be logged in and ready at 9:00 AM. Contract:...

  • Client Service Representative, Personal Lines

    4 months ago

    St Petersburg, United States Wallace Welch & Willingham Full time

    We are Wallace Welch & Willingham, an IMA Company! We are consistently named one of the Top Places to Work by the Tampa Bay Times and Best Places to Work by Business Insurance. Thrive as one of our 140+ employees in Florida in a growth-oriented organization. We have a rich history of providing quality service and unwavering commitment to our clients and...

  • Client Engagement Representative

    7 days ago

    St. Petersburg, Florida, United States eTeam Inc. Full time

    We are seeking a skilled Client Engagement Representative to join our team at eTeam Inc. As a key member of our client-facing team, you will be responsible for delivering exceptional customer experiences through timely and effective communication.**Job Overview:**Our company is committed to providing top-notch support to our clients, and we're looking for a...

  • Client Services Associate

    4 weeks ago

    St Petersburg, United States Atrium Staffing Full time

    Atrium Staffing presents a career opportunity for a Client Services Representative to join our client's team. This role is part of the Client Services department, which serves as the main point of contact for clients seeking resolution to inquiries or general questions.The ideal candidate will have 2-3 years of recent customer service experience, preferably...

  • Client Solutions Representative

    3 days ago

    St Petersburg, United States Adecco US, Inc. Full time

    Adecco US, Inc. is seeking a Client Solutions Representative to provide top-notch customer support to internal and external clients.**Estimated Salary:** $20.00 per hour**Job Description:In this role, you will be responsible for:Proactively engaging with customer accounts and sales teams to address product inquiries, order entry processing, and...

  • Client Service Representative

    6 months ago

    St Paul, United States Old National Bank Full time

    Overview: Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through...

  • Client Services Analyst/ Associate

    2 weeks ago

    St. Petersburg, United States Webull Full time

    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...

  • Client Services Analyst/ Associate

    3 weeks ago

    St. Petersburg, United States Webull Full time

    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...

  • Customer Service Representative

    3 months ago

    St Petersburg, United States Tata Consultancy Services Full time

    ?Hi, Please find one of the urgent jobs opening and send across your updated resume if you are available. Position- Call Center Customer Service Representative Location- Plano, TX?, St Petersburg, FL (Local Only) Responsibilities Handle inbound service inquiries relating to Variable Annuity and Variable Life insurance products, varying from general...

  • Association Services ACH Representative

    7 days ago

    St. Petersburg, United States Truist Financial Corporation Full time

    Provide the perfect client experience to external clients (e.g. management companies, associations and homeowners) and internal business units. Work as a Client Services team member to ensure service standards are met for the client in a non-facing e Representative, Client Service, Processing, Retail Learn More

  • Customer Service Representative

    7 months ago

    St Petersburg, United States Tata Consultancy Services Full time

    ​Hi,Please find one of the urgent jobs opening and send across your updated resume if you are available. Position- Call Center Customer Service RepresentativeLocation- Plano, TX​, St Petersburg, FL (Local Only)Responsibilities· Handle inbound service inquiries relating to Variable Annuity and Variable Life insurance products, varying from general...

  • Customer Service Representative

    2 weeks ago

    St. Petersburg, United States Infinity Managment Group Full time

    Are you looking for a rewarding challenge? We're seeking a Customer Service Representative to join our reputable team! Our Customer Service Representatives strive to make a difference in the Tampa region and are eager to shape the future. We have the privilege of working with telecommunication clients that grant access to affordable wireless plans and...

  • Association Services Customer Service Representative

    4 days ago

    St Petersburg, United States Rose International Full time

    Date Posted: 12/18/2024 Hiring Organization: Rose International Position Number: 475762 Job Title: Association Services Customer Service Representative Job Location: St Petersburg, FL, USA, 33716 Work Model: Onsite Shift: Monday thru Friday 8:30am to 5:00pm Employment Type: Temporary Estimated Duration (In months): 3 Min Hourly Rate ($): ...

  • Customer Service Representative

    3 days ago

    St Petersburg, United States NESCO Inc Full time

    About the RoleAt Nesco Resource, we're seeking a highly skilled Customer Service Representative to join our team. As a key member of our client-facing support team, you will provide exceptional service to clients and their employees, ensuring timely and accurate processing of accounts.ResponsibilitiesProvide top-notch customer service via calls, faxes, and...

  • Veterinary Client Service Representative

    2 months ago

    St Paul, United States Animal Emergency & Referral Center of Minnesota Full time

    The Animal Emergency & Referral Center of Minnesota (AERC-MN) is looking for Full-Time Client Service Representatives to add to our team. If you are a services professional that cares intensely about everything you do, are present, and are respectful of people's differences, this position is for you! Any additional information you require for this job can...

  • Client Service Manager, Employee Benefits

    4 weeks ago

    St Petersburg, United States Wallace Welch & Willingham Full time

    Job Type Full-time Description We are Wallace Welch & Willingham, an IMA Company! We are consistently named one of the Top Places to Work by the Tampa Bay Times and Best Places to Work by Business Insurance. Thrive as one of our 140+ employees in Florida in a growth-oriented organization. We have a rich history of providing quality service and unwavering...

  • Customer Service Representative Assistant

    6 days ago

    St Petersburg, United States Hunter Hamilton Full time

    Job Title: Customer Service Representative AssistantCompany Overview: Hunter Hamilton is seeking a talented Customer Service Representative Assistant to join our team in St. Petersburg, FL area. As a key member of our customer-facing team, you will be responsible for delivering exceptional service to our clients and internal stakeholders.Estimated Salary:...

Client Services Representative

2 months ago

St Petersburg, United States Webull Financial Full time

Client Services Representative

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 preferred
  • 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.