Webull Corporation

5 months ago

Customer Experience Representative

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Job Summary

Join the Customer Experience (CX) team to support clients via inbound phone and written channels, handling account access, banking, trading, and platform functionality. You’ll help scale and improve support through internal SOPs, knowledge content, and AI-enabled tools, collaborating with cross-functional teams and driving continuous improvement across tools and processes.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•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.
•Raise knowledge gaps, broken flows, or inefficient steps through appropriate internal channels and contribute to SOP improvements.
•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 and participate in continuous improvement efforts across tools and workflows.

Pay and Benefits

Perks:Health Insurance401kCommuter BenefitsPar Ental

Key Requirements

•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

Experience:2+ yearsFinancial servicesBrokerageTrading

Education:Bachelor's

Skills:CommunicationCollaborationProblem-solvingDetail-orientedIndependence

Languages:English

Tech Stack:AIAutomationSOPKnowledge management

Company Brief

Webull Corporation

Operates a commission-free online brokerage and trading platform offering stocks, options, ETFs, and crypto trading, plus market data and research tools for retail investors and active traders.

Industry: Trading Platforms

Company Size: Enterprise (1,001+ employees)

Growth: Established Company

Headquarters: New York, United States

Founded: 2017

Website LinkedIn

Loading job details...

Preparing the role view and application actions.

Webull Corporation

5 months ago

Customer Experience Representative

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•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.
•Raise knowledge gaps, broken flows, or inefficient steps through appropriate internal channels and contribute to SOP improvements.
•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 and participate in continuous improvement efforts across tools and workflows.

Pay and Benefits

Perks:Health Insurance401kCommuter BenefitsPar Ental

Key Requirements

•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

Experience:2+ yearsFinancial servicesBrokerageTrading

Education:Bachelor's

Skills:CommunicationCollaborationProblem-solvingDetail-orientedIndependence

Languages:English

Tech Stack:AIAutomationSOPKnowledge management

Company Brief

Webull Corporation

Operates a commission-free online brokerage and trading platform offering stocks, options, ETFs, and crypto trading, plus market data and research tools for retail investors and active traders.

Industry: Trading Platforms

Company Size: Enterprise (1,001+ employees)

Growth: Established Company

Headquarters: New York, United States

Founded: 2017

Website LinkedIn