Trading & Operations Associate

Office Location:

New York, NY.

Webull is committed to providing our clients with the best customer experience possible. As a Trading and Operations Associate on our Customer Service team, you will have an impactful voice from the front lines of our business. Acting as an extension of our clients, the T&O Associate is responsible for helping to solve issues across various topics and advancing the Firm’s position as an innovative leader in the industry.

Responsibilities:

Answering phones and communicating with clients via email and chat

Assisting clients across different product lines including equities, options and cryptocurrencies

Assisting with day-to-day account, banking, margin, and trading-related issues

Use customer feedback to help the team internally to streamline and optimize processes across the platform, working alongside the product and technology teams

Continuously reviewing operating processes to ensure that they are efficient and effective

Follow all documented and reviewed risk controls and escalation procedures to minimize risk to the Firm

Requirements:

Bachelor’s degree in Economics, Business, or Finance

2+ years of experience in relevant field

FINRA Series 7 license is a plus

Motivated, self-starter, who is able to collaborate effectively and efficiently

Strong problem solving, control, and project management skills

Strong sense of urgency when it comes to support resolution

Proven ability to work efficiently and accurately under pressure in a fast-paced, multi-tasking environment

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.
Please email resume and salary requirements to careers@webull-us.com.