Senior Institutional Client Services Lead

Webull Financial; Saint Petersburg (FL); Presencial; USD 90.000 - 115.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Comprehensive Health Coverage

401(k) match

Generous time off

Fitness and wellness benefits

Tuition reimbursement

Dynamic Office Perks

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Client-facing communication

Analytical skills

Proficiency with productivity tools

Team leadership

Educación

Bachelor’s degree in finance, business, or economics

Herramientas

Excel

JIRA

Confluence

Descripción del empleo

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.