Senior Associate - Institutional Client Services & Ops

Webull Financial; Saint Petersburg (FL); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

100% paid medical and dental insurance

401(k) match

Generous time off

Fitness and wellness benefits

Tuition reimbursement

Catered breakfast and lunches

Job summary

A leading digital brokerage platform is seeking a Senior Associate for their Institutional Professional Services team. This role involves serving institutional clients, providing expert support, and ensuring a seamless experience. Ideal candidates will have 6+ years in client service within financial institutions, strong communication skills, and a Bachelor's degree in a relevant field. The position offers a comprehensive benefits package and is based at the St. Petersburg headquarters.

Qualifications

• At least 6 years of experience at a financial institution in a client service role.
• Strong composure under pressure with exceptional communication skills.
• Familiarity with institutional trading operations and asset classes.

Responsibilities

• Act as the primary client service lead for institutional clients.
• Provide expert support for inquiries related to accounts and trades.
• Deliver onboarding support for new institutional clients.

Skills

Client-facing communication

Analytical skills

Proficiency with productivity tools

Team leadership

Education

Bachelor’s degree in finance, business, or economics

Tools

Excel

JIRA

CRM platforms

Job description

A leading digital brokerage platform is seeking a Senior Associate for their Institutional Professional Services team. This role involves serving institutional clients, providing expert support, and ensuring a seamless experience. Ideal candidates will have 6+ years in client service within financial institutions, strong communication skills, and a Bachelor's degree in a relevant field. The position offers a comprehensive benefits package and is based at the St. Petersburg headquarters.