Webull Financial - New York, NY
posted 23 days ago
As an Operations Research Analyst at Webull Financial LLC, you will play a crucial role in enhancing our operational efficiency and customer satisfaction. Your primary responsibilities will include reviewing new account documentation to ensure compliance and identifying any potential risks associated with account openings. You will be tasked with researching and addressing customer inquiries related to various aspects of account management, including deposits, withdrawals, options trading, and stock transfers. This position requires a strong analytical mindset, as you will be collecting and analyzing large datasets from various internal teams, including trading, marketing, and IT, to identify key operational metrics and process improvements. Your insights will be instrumental in making actionable recommendations that drive user acquisition and improve overall service delivery. In addition to your analytical duties, you will need to maintain a comprehensive understanding of relevant regulations, including those set forth by the SEC and FINRA. Staying current on new laws and regulations is essential to ensure that our operations remain compliant and that we mitigate any potential risks. You will collaborate with various internal teams to develop innovative strategies that align with client needs and leverage emerging technologies to enhance our service offerings. This role is pivotal in shaping the future of our operations and ensuring that we continue to meet the evolving needs of our clients in a competitive market.