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  

• Strong written and verbal communication skills. 
• Ability to multitask, problem-solve, and collaborate effectively in a fast-paced environment. 
• A motivated, client-focused approach. 
• A proactive mindset with a focus on continuous learning and improvement. 

 
What Makes You Stand Out  

• Series 7 license preferred. 
• Experience in finance (equities, options, margin) or customer service at a retail brokerage firm. 
• Knowledge of trading platforms and familiarity with industry regulations. 

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. At Webull, we’re committed to fair, equitable, and transparent compensation. The base salary range is $55,000–$70,000 annually, plus a discretionary bonus and full benefits. Final offers consider experience, location, and relevant qualifications.

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.