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Client Services Associate

2 months ago

St Petersburg FL USA, United States WEBULL Full time
{"title": "Client Services Associate", "content": "Client Services Associate

At Webull, we're committed to delivering exceptional client experiences. As a Client Services Associate, you'll play a vital role in helping our clients achieve their financial goals.

Key Responsibilities:
  • Provide top-notch support to clients across various product lines, including equities, options, margin, and futures.
  • Collaborate with product and technology teams to enhance internal processes and elevate the client experience.
  • Ensure compliance with regulatory requirements and minimize risk exposure for the firm.
  • Review account-opening documentation to facilitate client onboarding while maintaining regulatory compliance.
Requirements:
  • Strong written and verbal communication skills.
  • Series 7 license required.
  • Finance experience 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.
What We Offer:
  • 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 promotes diversity and provides equal opportunity for all applicants and employees. We're dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. By embracing diversity, we believe our work and work environment will be better for everyone.", "lang_code": "en-US"}