At Webull, we believe that everyone should have an equal opportunity to control their own financial future.
In order to make this a reality, we work tirelessly to make sure all the key trading features (a comprehensive news cycle, real-time market data, and analytical tools) are completely free. We pride ourselves on our consistent platform innovation and granular datasets that will drive our customers to make smarter financial decisions. We are expanding and currently looking for the following person to join our team.
Customer Service Manager
Responsibilities
- Ensure and facilitate the proper execution of equities trades for clients in an accurate and timely manner
- Proactively handle clients enquiries (email/phone) on trading-related matters
- Actively involved in key projects such as onboarding new products, platform development.
- Understanding all business systems, processes, and procedures
- Drive a Customer First initiative: communicate excellent customer service standards through timely, appropriate support.
- Engage customers to kickstart their investment journey with Webull. (e.g. calling customers to complete their account registration and funding.
- Exceptional handling of trades during system downtime.
- Fully utilize proprietary CRM tools to capture relationship feedback, generate call reports, and track actions to closure.
- Support governance processes for all products, including measurement and monitoring of service levels using KPIs.
- Lead and manage a team of customer service representatives, providing direction, mentorship, and performance management.
- Collaborate with other departments, such as operations, compliance, and sales, to address client concerns and resolve issues efficiently.
- Any other task as assigned.
Qualifications
- Bachelor's Degree holder in Business/ Finance or any other related disciplines.
- At least 5 years of experience in relevant dealing experience in equities and/or options in financial institutions and/or brokerage firms.
- Must hold a valid IC Complex 1
- Strong communication skills to be communicate effectively with various stakeholders.
- Independent worker and a good team player with the capability to thrive under pressure and a good attitude are important traits.
- Able to work night shift at the office.
Benefits
- Social security
- Group Health Insurance
- Provident Fund
- 16 days Annual leave
- Quarterly team dinner
- Meals and Refreshments
- Bonus (based on performance and company's profit)
Location: Webull Securities Thailand, Gaysorn Amarin Tower (BTS Chidlom)
