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Customer Experience Representative

Webull · Saint Petersburg, FL, United States · On Site · Active · Rippling ATS

Job facts

FieldValue
CompanyWebull
TitleCustomer Experience Representative
Normalized title-
Department / teamClient Services
LocationSaint Petersburg, FL, United States
Work modelOn Site
Employment typeFull Time
Salary-
Statusactive
ATS providerRippling ATS
Posted / first seen2024-07-18 / 2026-05-29
Changed / last seen2026-06-06 / 2026-06-06

Related slices

PageWhat it containsOpen
Company jobsActive postings from Webull.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through Rippling ATS.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Saint Petersburg.Open
Department jobsActive postings in Client Services.Open
Work model jobsActive On Site postings.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyWebull
Source0dab712f-3069-43bd-9412-b610fd7118fd
ATS providerRippling ATS

Description

company 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. Our vision has always been to empower individual investors with the tools and resources they need to succeed financially. This commitment remains at the heart of everything we do. From low-fee trading and robust market data to advanced analytical tools, we are committed to providing a seamless, top-tier trading experience. role About The Role & Team Webull is seeking adaptable, thoughtful, and detail-oriented professionals to join our Customer Experience (CX) team. As a Customer Experience Representative, you’ll support clients across inbound phone and written support channels while contributing directly to broader CX initiatives. This is more than a traditional support role. In addition to resolving day-to-day inquiries, you’ll help shape how our support systems are scaled by improving internal knowledge, identifying gaps, and informing how we leverage automation to streamline and modernize service delivery. We're actively transforming our operating model into a smarter, faster, AI-enabled experience for both clients and agents, and your input will help drive that shift. In This Role, You Will 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 The Skills You Bring 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 An understanding of contact center operations, including SOP development and escalation protocols Strong written and verbal communication skills, especially under pressure Comfortable working independently while effectively collaborating with cross-functional teams Naturally curious and solution-oriented, with a flexible mindset in fast-paced environments Highly organized, detail-focused, and capable of managing complex workflows autonomously Tech-savvy with an interest in integrating automation into everyday operations A dedication to service excellence and ensuring consistency across all support interactions What Makes You Stand Out You hold—or are highly motivated to pursue—a Series 7 license You handle client inquiries with precision and professionalism across all communication channels You identify trends, proactively flag issues, and contribute to improving team processes and documentation You have hands-on experience implementing and optimizing AI and automation tools You operate with a strong sense of ownership, consistency, and a focus on quality and compliance Bilingual skills that enhance the team’s ability to support diverse clients Why Webull? Webull is more than a fintech company—we’re a global community of innovators, collaborators, and trailblazers. Headquartered in St. Petersburg, FL, Webull operates in 15 regions worldwide, serving over 20 million users. At Webull, your ideas matter, your voice is heard, and your work makes a real impact. Investing in our people is a top priority for us, which is why we have a comprehensive benefits package that includes: 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. This role is based in our St Pete Global HQ (200 Carillon Pkwy, FL), where in-person collaboration fuels growth, mentorship, and innovation. EEOC Statement Webull is an equal opportunity employer. We’re committed to building a diverse and inclusive team where all backgrounds, perspectives, and talents are valued.

Full job record

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Org ID7f8cf308-b6e1-4ce0-a00a-77a058539fb2
Source ID0dab712f-3069-43bd-9412-b610fd7118fd
Board ID0dab712f-3069-43bd-9412-b610fd7118fd
Providerrippling
Provider Job Keyd1ca3a29-1664-4e7f-a618-61c58ecc6009
TitleCustomer Experience Representative
Normalized Title—
Statusactive
Activeyes
Location TextSaint Petersburg, FL, United States
DepartmentClient Services
Team—
Employment Typefull_time
Workplace Typeon_site
Remote Policy—
CountryUnited States
RegionFL
CitySaint Petersburg
Salary Raw—
Salary Min—
Salary Max—
Salary Currency—
Salary Period—
Source URLhttps://ats.rippling.com/webull/jobs/d1ca3a29-1664-4e7f-a618-61c58ecc6009
Apply URLhttps://ats.rippling.com/webull/jobs/d1ca3a29-1664-4e7f-a618-61c58ecc6009
First Seen At2026-05-29 07:08:51Z
Last Seen At2026-06-06 19:04:03Z
Last Checked At2026-06-06 19:04:03Z
Last Changed At2026-06-06 19:04:03Z
Inactive At—
Source Posted At2024-07-18 15:51:46Z
Source Updated At—
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Parsed Structured
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Extensions
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    "description": {
      "role": "<meta><p dir=\"ltr\" style=\"font-style:normal;font-weight:400;font-size:11pt;line-height:1.38;font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;margin:0px 0px 0in;padding:0px;\"><b><strong style=\"white-space:pre-wrap;\">About The Role &amp; Team</strong></b><span style=\"white-space:pre-wrap;\">&nbsp;</span></p><p style=\"font-style:normal;font-weight:400;font-size:11pt;line-height:1.38;font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;margin:0px 0px 0in;padding:0px;\"><span style=\"white-space:pre-wrap;\">&nbsp;</span></p><p dir=\"ltr\" style=\"font-style:normal;font-weight:400;font-size:11pt;line-height:1.38;font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;margin-right:0px;padding:0px;margin-top:0px;margin-bottom:0px;\"><span style=\"white-space:pre-wrap;\">Webull is seeking adaptable, thoughtful, and detail-oriented professionals to join our Customer Experience (CX) team. As a Customer Experience Representative, you’ll support clients across inbound phone and written support channels while contributing directly to broader CX initiatives.&nbsp;</span></p><p dir=\"ltr\" style=\"font-style:normal;font-weight:400;font-size:11pt;line-height:1.38;font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;margin-right:0px;padding:0px;margin-top:0px;margin-bottom:0px;\"><br></p><p dir=\"ltr\" style=\"font-style:normal;font-weight:400;font-size:11pt;line-height:1.38;font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;margin-right:0px;padding:0px;margin-top:0px;margin-bottom:0px;\"><span style=\"white-space:pre-wrap;\">This is more than a traditional support role. In addition to resolving day-to-day inquiries, you’ll help shape how our support systems are scaled by improving internal knowledge, identifying gaps, and informing how we leverage automation to streamline and modernize service delivery. We're actively transforming our operating model into a smarter, faster, AI-enabled experience for both clients and agents, and your input will help drive that shift.&nbsp;</span><br><span style=\"white-space:pre-wrap;\">&nbsp;</span></p><p dir=\"ltr\" style=\"font-style:normal;font-weight:400;font-size:11pt;line-height:1.38;font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;margin:0px 0px 0in;padding:0px;\"><b><strong style=\"white-space:pre-wrap;\">In This Role, You Will</strong></b><span style=\"white-space:pre-wrap;\">&nbsp;</span></p><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"margin:16px 0px;font-style:normal;font-weight:400;font-size:11pt;line-height:1.38;font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;padding:0px 0px 0px 32px;list-style-type:disc;\"><li dir=\"ltr\" style=\"margin-bottom:0in;font-size:11pt;margin-top:0px;line-height:1.38;\"><span style=\"white-space:pre-wrap;\">Respond to inbound client inquiries via phone and written channels with professionalism, clarity, and accuracy&nbsp;</span></li><li dir=\"ltr\" style=\"margin-bottom:0in;font-size:11pt;margin-top:0px;line-height:1.38;\"><span style=\"white-space:pre-wrap;\">Support a wide range of topics including account access, banking, trading, and platform functionality&nbsp;</span></li><li dir=\"ltr\" style=\"margin-bottom:0in;font-size:11pt;margin-top:0px;line-height:1.38;\"><span style=\"white-space:pre-wrap;\">Follow established procedures and compliance protocols across all communication types&nbsp;</span></li><li dir=\"ltr\" style=\"margin-bottom:0in;font-size:11pt;margin-top:0px;line-height:1.38;\"><span style=\"white-space:pre-wrap;\">Raise knowledge gaps, broken flows, or inefficient steps through the appropriate internal channels&nbsp;</span></li><li dir=\"ltr\" style=\"margin-bottom:0in;font-size:11pt;margin-top:0px;line-height:1.38;\"><span style=\"white-space:pre-wrap;\">Collaborate with CX colleagues and cross-functional teams to improve internal SOPs, knowledge content, and escalation logic&nbsp;</span></li><li dir=\"ltr\" style=\"margin-bottom:0in;font-size:11pt;margin-top:0px;line-height:1.38;\"><span style=\"white-space:pre-wrap;\">Contribute insights to help train and refine AI-based internal and client-facing support tools</span></li><li dir=\"ltr\" style=\"margin-bottom:0in;font-size:11pt;margin-top:0px;line-height:1.38;\"><span style=\"white-space:pre-wrap;\">Participate in continuous improvement efforts across tools, workflows, and support systems&nbsp;</span></li></ul><p dir=\"ltr\" style=\"font-style:normal;font-weight:400;font-size:11pt;line-height:1.38;font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;margin:0px 0px 0in;padding:0px;\"><b><strong style=\"white-space:pre-wrap;\">The Skills You Bring&nbsp;</strong></b><span style=\"white-space:pre-wrap;\">&nbsp;</span></p><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"margin:16px 0px;font-style:normal;font-weight:400;font-size:11pt;line-height:1.38;font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;padding:0px 0px 0px 32px;list-style-type:disc;\"><li dir=\"ltr\" style=\"font-size:11pt;margin-top:0px;margin-bottom:0px;line-height:1.38;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">A bachelor’s degree or equivalent professional experience</span></li><li dir=\"ltr\" style=\"font-size:11pt;margin-top:0px;margin-bottom:0px;line-height:1.38;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">2+ years in customer service, brokerage, or operational support roles</span></li><li dir=\"ltr\" style=\"font-size:11pt;margin-top:0px;margin-bottom:0px;line-height:1.38;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">Proven ability to handle inbound support across phone and written channels</span></li><li dir=\"ltr\" style=\"font-size:11pt;margin-top:0px;margin-bottom:0px;line-height:1.38;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">Familiarity with financial services, regulated industries, or trading environments</span></li><li dir=\"ltr\" style=\"font-size:11pt;margin-top:0px;margin-bottom:0px;line-height:1.38;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">Exposure to knowledge management systems, support automation, or AI-assisted workflows</span></li><li dir=\"ltr\" style=\"font-size:11pt;margin-top:0px;margin-bottom:0px;line-height:1.38;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">An understanding of contact center operations, including SOP development and escalation protocols</span></li><li dir=\"ltr\" style=\"font-size:11pt;margin-top:0px;margin-bottom:0px;line-height:1.38;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">Strong written and verbal communication skills, especially under pressure</span></li><li dir=\"ltr\" style=\"font-size:11pt;margin-top:0px;margin-bottom:0px;line-height:1.38;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">Comfortable working independently while effectively collaborating with cross-functional teams</span></li><li dir=\"ltr\" style=\"font-size:11pt;margin-top:0px;margin-bottom:0px;line-height:1.38;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">Naturally curious and solution-oriented, with a flexible mindset in fast-paced environments</span></li><li dir=\"ltr\" style=\"font-size:11pt;margin-top:0px;margin-bottom:0px;line-height:1.38;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">Highly organized, detail-focused, and capable of managing complex workflows autonomously</span></li><li dir=\"ltr\" style=\"font-size:11pt;margin-top:0px;margin-bottom:0px;line-height:1.38;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">Tech-savvy with an interest in integrating automation into everyday operations</span></li><li dir=\"ltr\" style=\"font-size:11pt;margin-top:0px;margin-bottom:0px;line-height:1.38;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">A dedication to service excellence and ensuring consistency across all support interactions</span></li></ul><p dir=\"ltr\" style=\"font-style:normal;font-weight:400;font-size:11pt;line-height:1.38;font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;margin-right:0px;padding:0px;margin-top:0px;margin-bottom:0px;\"><br><b><strong style=\"white-space:pre-wrap;\">What Makes You Stand Out&nbsp;</strong></b><span style=\"white-space:pre-wrap;\">&nbsp;</span></p><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"margin:16px 0px;font-style:normal;font-weight:400;font-size:11pt;line-height:1.38;font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;padding:0px 0px 0px 32px;list-style-type:disc;\"><li dir=\"ltr\" style=\"margin-top:0px;margin-bottom:0px;font-size:11pt;line-height:1.38;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">You hold—or are highly motivated to pursue—a Series 7 license </span></li><li dir=\"ltr\" style=\"margin-top:0px;margin-bottom:0px;font-size:11pt;line-height:1.38;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">You handle client inquiries with precision and professionalism across all communication channels</span></li><li dir=\"ltr\" style=\"font-size:11pt;margin-top:0px;margin-bottom:0px;line-height:1.38;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">You identify trends, proactively flag issues, and contribute to improving team processes and documentation</span></li><li dir=\"ltr\" style=\"font-size:11pt;margin-top:0px;margin-bottom:0px;line-height:1.38;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">You have hands-on experience implementing and optimizing AI and automation tools</span></li><li dir=\"ltr\" style=\"font-size:11pt;margin-top:0px;margin-bottom:0px;line-height:1.38;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">You operate with a strong sense of ownership, consistency, and a focus on quality and compliance</span></li><li dir=\"ltr\" style=\"font-size:11pt;margin-top:0px;margin-bottom:0px;line-height:1.38;\"><span style=\"font-size:11pt;white-space:pre-wrap;\">Bilingual skills that enhance the team’s ability to support diverse clients</span></li></ul><p dir=\"ltr\" style=\"font-style:normal;font-weight:400;font-size:11pt;line-height:1.38;font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;margin-right:0px;padding:0px;margin-top:0px;margin-bottom:0px;text-indent:-0.25in;\"><br></p><p dir=\"ltr\" style=\"font-style:normal;font-weight:400;font-size:11pt;line-height:1.38;font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;margin:0px 0px 0in;padding:0px;\"><b><strong style=\"white-space:pre-wrap;\">Why Webull?&nbsp;</strong></b><span style=\"white-space:pre-wrap;\">&nbsp;</span></p><p style=\"font-style:normal;font-weight:400;font-size:11pt;line-height:1.38;font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;margin:0px 0px 0in;padding:0px;\"><span style=\"white-space:pre-wrap;\">&nbsp;</span></p><p dir=\"ltr\" style=\"font-style:normal;font-weight:400;font-size:11pt;line-height:1.38;font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;margin-right:0px;padding:0px;margin-top:0px;margin-bottom:0px;\"><span style=\"white-space:pre-wrap;\">Webull is more than a fintech company—we’re a global community of innovators, collaborators, and trailblazers. Headquartered in St. Petersburg, FL, Webull operates in 15 regions worldwide, serving over 20 million users. At Webull, your ideas matter, your voice is heard, and your work makes a real impact.</span></p><p style=\"font-style:normal;font-weight:400;font-size:11pt;line-height:1.38;font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;margin-right:0px;padding:0px;margin-top:0px;margin-bottom:0px;\"><span style=\"white-space:pre-wrap;\">&nbsp;</span></p><p dir=\"ltr\" style=\"font-style:normal;font-weight:400;font-size:11pt;line-height:1.38;font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;margin-right:0px;padding:0px;margin-top:0px;margin-bottom:0px;\"><span style=\"white-space:pre-wrap;\">Investing in our people is a top priority for us, which is why we have a comprehensive benefits package that includes:</span></p><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"margin:16px 0px;font-style:normal;font-weight:400;font-size:11pt;line-height:1.38;font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;padding:0px 0px 0px 32px;list-style-type:disc;\"><li dir=\"ltr\" style=\"margin-top:0px;margin-bottom:0px;font-size:11pt;line-height:1.38;\"><b><strong style=\"white-space:pre-wrap;\">Comprehensive Health Coverage</strong></b><span style=\"white-space:pre-wrap;\">: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more!</span></li><li dir=\"ltr\" style=\"margin-top:0px;margin-bottom:0px;font-size:11pt;line-height:1.38;\"><b><strong style=\"white-space:pre-wrap;\">Financial Support</strong></b><span style=\"white-space:pre-wrap;\">: 401(k) match, commuter benefits for NY positions, and short-term disability coverage.</span></li><li dir=\"ltr\" style=\"margin-top:0px;margin-bottom:0px;font-size:11pt;line-height:1.38;\"><b><strong style=\"white-space:pre-wrap;\">Work-Life Balance</strong></b><span style=\"white-space:pre-wrap;\">: Generous time off that increases with tenure, paid parental leave, personal days, sick time, volunteer days and company holidays.</span></li><li dir=\"ltr\" style=\"margin-top:0px;margin-bottom:0px;font-size:11pt;line-height:1.38;\"><b><strong style=\"white-space:pre-wrap;\">Wellness &amp; Pet Care</strong></b><span style=\"white-space:pre-wrap;\">: Fitness and wellness benefits, plus pet insurance for your furry friends.</span></li><li dir=\"ltr\" style=\"margin-top:0px;margin-bottom:0px;font-size:11pt;line-height:1.38;\"><b><strong style=\"white-space:pre-wrap;\">Investing in Your Future:</strong></b><span style=\"white-space:pre-wrap;\"> We provide tuition reimbursement to help you pursue relevant degrees, certifications, and training that align with your career goals.</span></li><li dir=\"ltr\" style=\"margin-top:0px;margin-bottom:0px;font-size:11pt;line-height:1.38;\"><b><strong style=\"white-space:pre-wrap;\">Dynamic Office Perks</strong></b><span style=\"white-space:pre-wrap;\">: Catered lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.</span></li></ul><p style=\"font-style:normal;font-weight:400;font-size:11pt;line-height:1.38;font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;margin:0px 0px 0in;padding:0px;\"><br></p><p dir=\"ltr\" style=\"font-style:normal;font-weight:400;font-size:11pt;line-height:1.38;font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;margin:0px 0px 0in;padding:0px;\"><span style=\"white-space:pre-wrap;\">This role is based in our St Pete Global HQ (200 Carillon Pkwy, FL), where in-person collaboration fuels growth, mentorship, and innovation.</span></p><p dir=\"ltr\" style=\"font-style:normal;font-weight:400;font-size:11pt;line-height:1.38;font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;margin:0px 0px 0in;padding:0px;\"><br></p><p dir=\"ltr\" style=\"font-style:normal;font-weight:400;font-size:11pt;line-height:1.38;font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;margin:0px 0px 0in;padding:0px;\"><b><strong style=\"white-space:pre-wrap;\">EEOC Statement&nbsp;</strong></b><span style=\"white-space:pre-wrap;\">&nbsp;</span></p><p dir=\"ltr\" style=\"font-style:normal;font-weight:400;font-size:11pt;line-height:1.38;font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;margin:0px;padding:0px;\"><span style=\"white-space:pre-wrap;\">Webull is an equal opportunity employer. We’re committed to building a diverse and inclusive team where all backgrounds, perspectives, and talents are valued.</span></p>",
      "company": "<meta><p dir=\"ltr\" style=\"font-style:normal;font-weight:400;font-size:11pt;line-height:1.38;font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;margin:0px 0px 0in;padding:0px;\"><b><strong style=\"white-space:pre-wrap;\">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. Our vision has always been to empower individual investors with the tools and resources they need to succeed financially. This commitment remains at the heart of everything we do. From low-fee trading and robust market data to advanced analytical tools, we are committed to providing a seamless, top-tier trading experience.&nbsp;</strong></b><span style=\"white-space:pre-wrap;\">&nbsp;</span></p><p style=\"font-style:normal;font-weight:400;font-size:11pt;line-height:1.38;font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;margin:0px 0px 0in;padding:0px;\"><br></p>"
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