Customer Experience Representative

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 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 

The Skills You Bring  

• A bachelor’s degree or equivalent professional experience
• 2+ years in customer service, brokerage, or operational support roles
• Proven ability to handle inbound support across phone and written channels
• Familiarity with financial services, regulated industries, or trading environments
• Exposure to knowledge management systems, support automation, or AI-assisted workflows
• An understanding of contact center operations, including SOP development and escalation protocols
• Strong written and verbal communication skills, especially under pressure
• Comfortable working independently while effectively collaborating with cross-functional teams
• Naturally curious and solution-oriented, with a flexible mindset in fast-paced environments
• Highly organized, detail-focused, and capable of managing complex workflows autonomously
• Tech-savvy with an interest in integrating automation into everyday operations
• A dedication to service excellence and ensuring consistency across all support interactions

What Makes You Stand Out  

• You hold—or are highly motivated to pursue—a Series 7 license
• You handle client inquiries with precision and professionalism across all communication channels
• You identify trends, proactively flag issues, and contribute to improving team processes and documentation
• You have hands-on experience implementing and optimizing AI and automation tools
• You operate with a strong sense of ownership, consistency, and a focus on quality and compliance
• Bilingual skills that enhance the team’s ability to support diverse clients

Why Webull?  

Webull is more than a fintech company—we’re a global community of innov