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Salary: USD 75,000 - 90,000 / annual
Webull is a leading digital brokerage platform seeking licensed, trading-fluent professionals to join the Customer Experience (CX) team. As a Customer Experience Representative, you will support clients across inbound phone and written channels, owning complex trading-related inquiries end-to-end and helping clients grow in confidence as traders.
Key Responsibilities:
- Resolve inbound client inquiries across phone and written channels, owning trading-related issues including order execution, profit and loss (P&L), margin buying power calculations, options trades, 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 to clients
- Handle escalated and time-sensitive situations with sound judgment, balancing client outcomes against regulatory, compliance, and firm requirements
- Help train and refine AI tools used by agents and clients
- Contribute to scaling support systems by improving internal knowledge, identifying gaps, and shaping how automation creates a smarter, faster, AI-enabled experience
This Series 7-licensed role supports active, self-directed traders. You will be expected to correctly answer advanced trading questions during every interview round.
Requirements:
- Bachelor's degree or equivalent professional experience
- Active FINRA Series 7 license (required)
- Active FINRA Series 63 or Series 66 license, or 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
- Advanced trading knowledge and ability to explain complex trading mechanics
- Strong communication skills across phone and written channels
- Ability to handle regulatory and compliance requirements in client interactions
