What are the responsibilities and job description for the Client Services Representative position at Webull Financial?
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.
About The Role & Team
As a Client Services Representative, you are the first point of contact for clients, addressing account-related and trading inquiries across equities, options, and margin. Reporting to the Head of Client Services, you will play a key role in representing the voice of the client, providing valuable feedback to the business to drive improvements and innovation. By collaborating with internal teams, you will help enhance the client experience and contribute to building and shaping the future of the company.
In This Role, You Will
- Handle inbound client inquiries through phone and written support requests, serving as the primary point of contact.
- Resolve account and trading issues while providing guidance on platform features and tools to support client success.
- Collaborate with product and technology teams to streamline processes and enhance client experiences.
- Process and review account-opening documentation, including applications and identification materials.
The Skills You Bring
What Makes You Stand Out
Why Webull?
At Webull, we're more than just a company – we're a global community of innovators, problem solvers, and trailblazers. Headquartered in St Petersburg, FL, Webull operates across15 regions worldwide, serving over 20 million registered users. Our team is filled with passionate individuals who inspire one another, work hard, and thrive on tackling challenges together. Here, your ideas matter, your voice is heard, and your contributions have a real impact.
We believe that taking care of our people is the key to success. That's why we offer an exciting suite of benefits designed to support you and your loved ones :
At Webull, we are committed to fair, equitable, and transparent compensation. The base salary range for this position is $55,000–$70,000 per year yearly discretionary bonus benefits. The final offer will depend on several factors, including the successful candidate's skills, depth of work experience, location, and relevant licenses / qualifications. Each offer is determined based on individual strengths and relevant business considerations.
This role is based in our Global HQ in St Petersburg, FL at 200 Carillon Pkwy, St Petersburg, FL 33716. We're proud of the dynamic culture we've created across our offices, where ideas flow freely, mentorship happens organically, and opportunities for growth and learning are always within reach. By working in-office, we ensure every team member can fully immerse themselves in our mission, grow alongside colleagues, and make an immediate, tangible impact!
EEOC Statement
Webull is proud to promote diversity and provide equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone.
PI260633847
Salary : $55,000 - $70,000
