Customer Service Analyst

St. Petersburg, Florida- In office

Webull is committed to providing our clients with the best customer experience possible. As a Trading and Operations CX Analyst, you will have an impactful voice from the front lines of our business. Acting as an extension of our clients, the CX Analyst is responsible for meeting our clients’ needs and advancing the Firm’s position as an innovative leader in the industry.

Responsibilities

• Overseeing the opening of new client accounts
• Answering phones and communicating with clients via email and chat
• Assisting clients across different product lines including equities, options, and cryptocurrencies
• Provide back-up to other CX Associates when necessary
• Collaborate with other members of the team on common projects
• Proactively seek ways to identify customer pain points and address them accordingly

Requirements

• Bachelor’s degree in Economics, Business, or Finance
• 0-2 years of experience in relevant field
• Motivated, self-starter, who can collaborate effectively and efficiently
• Must have a sense of urgency, ability to multi-task, excellent organizational skills, and strong prioritization skills
• Excellent interpersonal and customer service skills
• Always perform duties in a positive and professional manner using sound judgement

At Webull, we provide competitive and exciting benefits such as:

• Fully paid Medical & Dental Insurance
• Vision Insurance
• 401k & Commuter Benefits
• Short-term disability & Paid Parental Leave
• Fitness Reimbursement Program
• In office events & fun culture events
• 15 days’ vacation, 2 personal days, 7 sick days

Webull promotes diversity and provides equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone.