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Customer Experience Associate Director
Webull Financial · Saint Petersburg, FL
Pay
Not listed
Setting
On-site
Webull Jobs
Customer Experience Associate Director
Customer Experience Associate Director
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
At Webull, we are committed to delivering a premier client experience and are excited to welcome a Customer Experience Associate Director to our team. In this role, you will shape and elevate the end-to-end client journey, serving as the bridge between strategic operational initiatives and frontline execution. Leading by example, you will oversee the resolution of complex client inquiries across CRM, phone, and email channels while ensuring our service standards set the benchmark for the U.S. brokerage industry. By identifying trends, driving continuous process improvements, and delivering timely, effective resolutions, you will play a key role in strengthening the client experience and reinforcing Webull's position as an innovative leader in the financial services industry.
In This Role, You Will
Build, coach, and develop a CX team across phone and written support channels. Set performance expectations, run structured 1:1s, deliver real-time feedback through call and case reviews, and support career growth through a documented internal progression path.
Bring strong expertise in CX metric frameworks. Govern the CX metric framework in alignment with the global operating model. Own the full metric stack: CSAT, Customer Effort Score, FCR, AHT, response and resolution SLAs, quality scores, AI containment rate, AI resolution rate, and the leading indicators that dictate each. Set targets with leadership, monitor variance through a weekly operations review, and close gaps with documented action plans and owners.
Oversee quality management end-to-end across phone and written channels: parallel scorecards per channel, weekly calibration, risk-weighted sampling for human-handled interactions, 100% AI-handled interaction auditing for grounding accuracy and policy adherence, and coaching loops with documented follow-through. Define the escalation path when QA detects a pattern that crosses from coaching issue into compliance issue.
Oversee workforce management end-to-end: forecasting against market hours, product launches, seasonality, and volatility events; documented shrinkage assumptions; real-time intraday adjustments; and capacity planning that accounts for AI deflection trajectory so headcount scales with what AI cannot absorb.
Govern the client-facing help center and internal CX knowledge base as products, with defined ownership, version control, retrieval optimization for AI agents and agent copilots, freshness SLAs tied to product release cadence, and measurement against deflection, grounding accuracy, hallucination rate, and CSAT. Identify recurring contact drivers and remove the underlying cause through self-service flows, in-product guidance, article rewrites, or platform fixes routed to Product or Engineering with a defined owner and ship date.
Govern all outbound customer communication, including large-scale email campaigns, AI-generated response drafts, response templates, and in-platform content such as banners, push notifications, and pop-ups. Hold all outbound content, AI-generated or human-authored, to the same brand, accuracy, and disclosure standards.
Use AI tools hands-on in daily work. Own the operational performance of AI-assisted CX, including chatbots, agentic assistants, intelligent routing, agent copilots, and QA automation, in partnership with the AI platform team. Define and maintain the standard for AI-handled contacts across containment, AI resolution rate, grounding accuracy, hallucination rate, escalation quality, sentiment delta, and CSAT. Govern the AI escalation taxonomy and own the change management process when prompts, retrieval sources, or model versions change.
Serve as the senior escalation point for complex client inquiries, including high-dollar disputes, complaints with regulatory exposure, and interactions flagged for compliance review. Document each escalation outcome and feed patterns back into the QA scorecard, knowledge base, and AI escalation taxonomy.
Champion strict adherence to FINRA, SEC, and internal policy across all client-facing interactions, human and AI-generated. Enforce risk controls and escalation frameworks. Maintain documented evidence of QA, complaint handling, AI grounding audits, and corrective actions in alignment with FINRA examination and internal compliance audit requirements.
Operate a continuous Voice of Customer program. Synthesize signal from QA, surveys, complaints, contact drivers, AI transcripts, app reviews, and direct interaction sampling into a structured VoC narrative using sentiment analysis across 100% of interactions, not survey samples alone. Translate recurring themes into prioritized resolution patterns for Product, Engineering, Compliance, and senior leadership with a defined next step, accountable owner, and ship date. Close the loop back to the team and clients when changes ship, and measure whether the fix reduced the underlying signal.
The Skills You Bring
Undergraduate degree or equivalent professional experience.
Series 7 required. Series 24, or Series 9 and Series 10, required.
Minimum 3+ years in CX leadership with direct people management responsibility in a contact center or digital CX environment, preferably in fintech or financial services.
Strong contact center operations expertise across phone and written channels, including platform administration, routing logic, queue management, reporting, and integration with QA and WFM tools.
Demonstrated experience building or rebuilding a CX function, not only maintaining one.
Comprehensive knowledge of U.S. capital markets with a focus on equities, options, margin, and retail brokerage operations.
Strong operational understanding of the brokerage lifecycle including account onboarding and KYC, ACH and wire funding, ACATS transfers, corporate actions, trading operations, tax reporting events, and customer support workflows across each.
Strong understanding of FINRA, SEC, and broker-dealer regulatory requirements, including customer communications standards, suitability, trading restrictions, complaint escalation and reporting handling, recordkeeping requirements for customer interactions including AI-generated content, and operational risk controls.
What Makes You Stand Out
Advanced degree or relevant certification (PMP, Six Sigma, contact center operations, or AI/CX program certifications) preferred.
Self-starter who operates independently in a fast-paced regulated environment with operational urgency, sound judgment, clear written and verbal communication, and the highest ethical standards.
Comfortable working hands-on with AI tools and translating operational problems into AI-solvable workflows.
Data-fluent enough to interrogate dashboards and challenge metric definitions.
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 14 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 breakfast (every Monday) & lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.
This role is based in our St. Petersburg, FL Global HQ, 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 $115,000-$140,000 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.
Apply now
Client Services
Saint Petersburg, FL
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Listed by Webull Financial for a position based in the United States. Employers on this board attest they are hiring domestically.
Customer Experience Representative
Webull Financial · Saint Petersburg, FL
Pay
Not listed
Setting
On-site
Webull Jobs
Customer Experience Representative
Customer Experience Representative
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
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.
Apply now
Client Services
Saint Petersburg, FL
Share on:
Apply now
Terms of servicePrivacyCookiesPowered by Rippling
Listed by Webull Financial for a position based in the United States. Employers on this board attest they are hiring domestically.
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