Customer Experience Representative

About The Role & Team

Webullisseekinglicensed, trading-fluent professionals to join our Customer Experience (CX) team. As a Customer Experience Representative, you will support clients across inbound phone and written channels,owncomplex trading-related inquiries, explainthe mechanics behind each outcome,andhelp clientsgrow in confidence as traders.

Beyondday-to-daysupport, you will helpscaleour support systems by improving internal knowledge,identifyinggaps, andshapinghow weuseautomation tocreatea smarter, faster, AI-enabled experience for clients and agents.

ThisSeries 7-licensed rolesupportsactive, self-directed traders.An active FINRA Series 7 licenseisrequired.Candidatesmust correctly answeradvanced trading questionsduringevery interview round.

In This Role, You Will

• Resolve inbound client inquiries across phone and written channels, owning trading-related issues end to end, includingorder execution, profit and loss (P&L), margin buying power calculations,optionstradesand advancedstrategies, and trade disputes.

• Support account access, banking, and platform functionality inquiries as needed.

• Explain each resolution and the trading mechanics behind it clearly.

• Handle escalated and time-sensitive situations with sound judgment, balancing client outcomes against regulatory, compliance, and firm requirements.

• Help train and refine the AI toolsused byagents and clients.

The Skills You Bring

• A bachelor's degree or equivalent professional experience.

• An active FINRA Series 7 license.

• An active FINRA Series 63 or Series 66 license, or the ability to obtain oneafterhire.

• At least3 yearsofclient-facing financial servicesexperience, including at least 1 year at a retail brokerage,preferablya digital or fintech brokerage.

• Strongproficiencyin equities, options, margin trading, applicable regulations, tax reporting, cost basis, and retirement account rules.

What Makes You Stand Out

• A bachelor's degree or equivalent professional experience.

• An active FINRA Series 7 license.

• An active FINRA Series 63 or Series 66 license, or the ability to obtain oneafterhire.

• At least3 yearsofclient-facing financial servicesexperience, including at least 1 year at a retail brokerage,preferablya digital or fintech brokerage.

• Strongproficiencyin equities, options, margin trading, applicable regulations, tax reporting, cost basis, and retirement account rules.

Why Webull?

Webull is more than a fintech company—we’re a global community of innovators, collaborators, and trailblazers. Headquartered in St. Petersburg, FL, Webull operates in 16 regions worldwide, serving over 20 million users. At Webull, your ideas matter, your voice is heard, and your work makes a real impact.

Investing in our people is a top priority for us, which is why we have a comprehensive benefits package that includes:

• Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more!
• Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage.
• Work-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, volunteer days and company holidays.
• Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends.
• Investing in Your Future: We provide tuition reimbursement to help you pursue relevant degrees, certifications, and training that align with your career goals.
• Dynamic Office Perks: Catered breakfast (every Monday) & lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.

This role is based in our St. Petersburg office, where in-person collaboration fuels growth, mentorship, and innovation. At Webull, we’re committed to fair, equitable, and transparent compensation. The base salary range is ($75,000 - $90,000) annually, plus a discretionary bonus and full benefits. Final offers consider experience, location, and relevant qualifications.

EEOC Statement

Webull is an equal opportunity employer. We’re committed to building a diverse and inclusive team where all backgrounds, perspectives, and talents are valued.

Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Our vision has always been to empower individual investors with the tools and resources they need to succeed financially. This commitment remains at the heart of everything we do. From low-fee trading and robust market data to advanced analytical tools, we are committed to providing a seamless, top-tier trading experience.