Senior Institutional Client Services Lead

Webull Financial; Saint Petersburg (FL); On-site; USD 90,000 - 115,000; Full time

Benefits offered by this job

Comprehensive Health Coverage

401(k) match

Generous time off

Fitness and wellness benefits

Tuition reimbursement

Dynamic Office Perks

Job summary

A leading digital brokerage platform is seeking a Client Service Lead in St. Petersburg, FL, to manage relationships with institutional clients, including hedge funds and financial advisors. The ideal candidate will have over 6 years of experience in client service within a financial institution, strong analytical skills, and be proficient in productivity tools. This role offers a competitive salary between $90,000-$115,000 annually, benefits including comprehensive health coverage, and opportunities for professional growth.

Qualifications

• 6+ years of experience at a financial institution in a client service role.
• Experience with institutional trading operations and one or more asset classes.
• Strong written and verbal communication skills.

Responsibilities

• Act as primary client service lead for institutional clients.
• Provide expert support for inquiries related to accounts and trades.
• Manage coordination across internal teams for timely resolutions.
• Deliver onboarding support for new institutional clients.
• Drive system implementation and process automation.

Skills

Client-facing communication

Analytical skills

Proficiency with productivity tools

Team leadership

Education

Bachelor’s degree in finance, business, or economics

Tools

Excel

JIRA

Confluence

Job description

A leading digital brokerage platform is seeking a Client Service Lead in St. Petersburg, FL, to manage relationships with institutional clients, including hedge funds and financial advisors. The ideal candidate will have over 6 years of experience in client service within a financial institution, strong analytical skills, and be proficient in productivity tools. This role offers a competitive salary between $90,000-$115,000 annually, benefits including comprehensive health coverage, and opportunities for professional growth.