Client Services Representative
5 days ago
At Webull, we're committed to delivering exceptional client experiences. As a Client Services Analyst/Associate, you'll play a vital role in helping us achieve this goal.
Key Responsibilities:- Act as the primary point of contact for clients, providing timely and effective support for account-related inquiries and trading issues.
- Utilize client feedback to identify areas for process improvement, collaborating with product and technology teams to enhance the client experience and streamline internal processes.
- Ensure compliance with regulatory requirements and industry protocols to minimize risk exposure for the firm.
- Review account-opening documentation to facilitate the growth of our client base while maintaining regulatory compliance.
- Strong written and verbal communication skills.
- Series 7 license required.
- Finance experience at a retail brokerage firm preferred, but not required.
- Motivated, self-starter with effective collaboration, multitasking, and problem-solving skills in a fast-paced environment.
- Strong desire to work for a leader in the FinTech space.
- Competitive salary and discretionary year-end bonus.
- Fully paid medical and dental insurance.
- Vision insurance.
- 401k match.
- Commuter benefits.
- Short-term disability and paid parental leave.
- Fitness benefits.
- In-office events and fun culture events.
- 15 vacation days, 2 personal days, and 7 sick days.
Webull is committed to diversity and equal opportunity for all applicants and employees. We strive to build a company that represents a variety of backgrounds, perspectives, and skills, believing that a more inclusive environment leads to better work and a better work environment for everyone.
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