Customer Experience Representative

Webull

Saint Petersburg, FL, United States
Not specified; not specified; comprehensive health...
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Bachelor's degree or equivalent experience
2+ years customer service or brokerage experience
Inbound phone and written support skills
** Webull is seeking a Customer Experience Representative to support clients through various communication channels while contributing to the improvement of the customer support system. The ideal candidate should have a background in customer service, particularly in the financial sector, and be adaptable to a fast-paced environment. **

Job Summary

  • Webull is seeking adaptable professionals to support clients across inbound phone and written support channels while contributing to CX initiatives.
  • The role involves resolving inquiries on account access, banking, trading, and platform functionality while adhering to strict compliance protocols.
  • Employees receive comprehensive benefits including 100% paid medical and dental insurance, 401(k) matching, and tuition reimbursement.

Matching Summary

Match Score: 75

** Webull is seeking a Customer Experience Representative to support clients through various communication channels while contributing to the improvement of the customer support system. The ideal candidate should have a background in customer service, particularly in the financial sector, and be adaptable to a fast-paced environment. **

Salary

Not specified; Not specified; Comprehensive health coverage, 401(k) match, generous time off, wellness benefits, pet insurance, and tuition reimbursement

Skills & Requirements

Must-have

  • Bachelor's degree or equivalent experience
  • 2+ years customer service or brokerage experience
  • Inbound phone and written support skills
  • Knowledge of financial services compliance
  • Strong written and verbal communication

Nice-to-have

  • Series 7 license or motivation to pursue
  • Experience with AI and automation tools
  • Bilingual capabilities
  • Proactive trend identification skills
  • Hands-on experience optimizing workflows

Key Requirements

  • Bachelor's degree or equivalent professional experience
  • 2+ years in customer service or operational support
  • Familiarity with regulated financial industries
  • Series 7 license (preferred)

Work Rights

Not specified

Tailored Resume

Cover Letter