Webull Financial · 1 day ago
Client Services Representative
St. Petersburg, FL
Full-time
Onsite
Entry Level
$55K/yr - $70K/yr
2+ years expWebull Financial is a leading digital brokerage platform dedicated to empowering individual investors. The Client Services Representative role involves supporting clients through various communication channels while contributing to the enhancement of customer experience initiatives.
AnalyticsFinTechMarket ResearchTrading Platform
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
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
Qualification
Required
Strong written and verbal communication skills, especially under pressure
Comfortably operating independently while collaborating across teams
Curious, solution-oriented, and comfortable working in a fast-evolving environment
Organized, detail-conscious, and able to manage complex workflows independently
Interest in technology and a willingness to help integrate automation into day-to-day operations
Committed to service quality and internal consistency across support touchpoints
Preferred
Bachelor's degree or equivalent work experience
2+ years in customer service, brokerage, or operational support roles
Experience handling inbound support interactions across phone or written platforms
Familiarity with financial services, regulated industries, or trading environments
Exposure to knowledge management, support automation, or AI-assisted workflows
Understanding of contact center operations, including SOP development and escalation handling
Series 7 license is a plus (or willingness to pursue)
Bilingual proficiency is highly valued
Benefits
Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more!
Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage.
Work-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, volunteer days and company holidays.
Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends.
Investing in Your Future: We provide tuition reimbursement to help you pursue relevant degrees, certifications, and training that align with your career goals.
Dynamic Office Perks: Catered lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.
Company
Webull Financial
At Webull, we believe that everyone should have an equal opportunity to control their own financial future.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2021-10-01Private Equity
Leadership Team
Anthony Denier
CEO
Shen Lu
Chief Operating Officer
Recent News
Investment News
2026-01-20
FX News Group
2026-01-16
2026-01-14
Company data provided by crunchbase