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Customer Experience Representative at Webull

Department: Client Services

Compensation

$75,000 – $90,000/yr

Setup
On-site
Location
Saint Petersburg, Florida
Type
Full-time
Level
mid
Posted

Description

Webull is hiring a Customer Experience Representative to support active, self-directed traders through inbound phone and written channels. The role resolves trading-related issues involving order execution, profit and loss, margin buying power, options, advanced strategies, and trade disputes; explains trading mechanics; handles escalated situations; and helps refine AI tools used by agents and clients. Candidates must hold an active FINRA Series 7 license plus an active Series 63 or Series 66 license, have at least three years of client-facing financial services experience including one year at a retail brokerage, and demonstrate strong knowledge of equities, options, margin trading, regulations, tax reporting, cost basis, and retirement accounts. The position is based in Webull’s St. Petersburg office and offers a base salary of $75,000 to $90,000 annually, plus a discretionary bonus and benefits.

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