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. Backed by Lightspeed.
About the role
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 and help them grow in confidence as traders. Beyond day-to-day support, you will help scale & modernize 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.
What they're looking for
- 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
- A bachelor's degree or equivalent professional experience
- An active FINRA Series 7 license, plus an active Series 63 or Series 66 license
- 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
More about this role
About The Role & Team
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 and help them grow in confidence as traders.
Beyond day-to-day support, you will help scale & modernize 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 licensed role supports active, self-directed traders. Candidates must correctly answer advanced trading questions during every interview round.
In This Role, You Will
- Resolve inbound client inquiries across phone and written support 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.
- 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...
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