Customer Experience Representative

Webull Financial•Saint Petersburg, FL

18d•$75,000 - $90,000•Onsite

About The Position

Webull is seeking licensed, 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, own complex trading-related inquiries, explain the mechanics behind each outcome, and help clients grow in confidence as traders. Beyond day-to-day support, you will help scale our support systems by improving internal knowledge, identifying gaps, and shaping how we use automation to create a smarter, faster, AI-enabled experience for clients and agents. This Series 7-licensed role supports active, self-directed traders. An active FINRA Series 7 license is required. Candidates must correctly answer advanced trading questions during every interview round.

Requirements

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 one after hire.
At least 3 years of client-facing financial services experience, including at least 1 year at a retail brokerage, preferably a digital or fintech brokerage.
Strong proficiency in equities, options, margin trading, applicable regulations, tax reporting, cost basis, and retirement account rules.

Nice To Haves

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 one after hire.
At least 3 years of client-facing financial services experience, including at least 1 year at a retail brokerage, preferably a digital or fintech brokerage.
Strong proficiency in equities, options, margin trading, applicable regulations, tax reporting, cost basis, and retirement account rules.

Responsibilities

Resolve inbound client inquiries across phone and written channels, owning trading-related issues end to end, including order execution, profit and loss (P&L), margin buying power calculations, options trades and advanced strategies, 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 tools used by agents and clients.