What are the responsibilities and job description for the Client Services Representative position at Webull Financial?
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.
About The Role & Team
Webull is seeking an adaptable, thoughtful, and detail-oriented professionals to join our Customer Experience (CX) team. As a Customer Experience Representative, you’ll support clients across inbound phone and written support channels while contributing directly to broader CX initiatives.
This is more than a traditional support role. In addition to resolving day-to-day inquiries, you’ll help shape how our support systems are scaled by improving internal knowledge, identifying gaps, and informing how we leverage automation to streamline and modernize service delivery. We're actively transforming our operating model into a smarter, faster, AI-enabled experience for both clients and agents, and your input will help drive that shift.
In This Role, You Will
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 15 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:
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.
About The Role & Team
Webull is seeking an adaptable, thoughtful, and detail-oriented professionals to join our Customer Experience (CX) team. As a Customer Experience Representative, you’ll support clients across inbound phone and written support channels while contributing directly to broader CX initiatives.
This is more than a traditional support role. In addition to resolving day-to-day inquiries, you’ll help shape how our support systems are scaled by improving internal knowledge, identifying gaps, and informing how we leverage automation to streamline and modernize service delivery. We're actively transforming our operating model into a smarter, faster, AI-enabled experience for both clients and agents, and your input will help drive that shift.
In This Role, You Will
- Respond to inbound client inquiries via phone and written channels with professionalism, clarity, and accuracy
- Support a wide range of topics including account access, banking, trading, and platform functionality
- Follow established procedures and compliance protocols across all communication types
- Raise knowledge gaps, broken flows, or inefficient steps through the appropriate internal channels
- Collaborate with CX colleagues and cross-functional teams to improve internal SOPs, knowledge content, and escalation logic
- Contribute insights to help train and refine AI-based internal and client-facing support tools
- Participate in continuous improvement efforts across tools, workflows, and support systems
- Strong written and verbal communication skills, especially under pressure
- Comfortably operating independently while collaborating across teams
- Curious, solution-oriented, and comfortable working in a fast-evolving environment
- Organized, detail-conscious, and able to manage complex workflows independently
- Interest in technology and a willingness to help integrate automation into day-to-day operations
- Committed to service quality and internal consistency across support touchpoints
- Bachelor’s degree or equivalent work experience
- 2 years in customer service, brokerage, or operational support roles
- Experience handling inbound support interactions across phone or written platforms
- Familiarity with financial services, regulated industries, or trading environments
- Exposure to knowledge management, support automation, or AI-assisted workflows
- Understanding of contact center operations, including SOP development and escalation handling
- Series 7 license is a plus (or willingness to pursue)
- Bilingual proficiency is highly valued
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 15 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 lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.
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.
Salary : $55,000 - $70,000