Member Operations and Experience Specialist - Transfers

Public; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

An established industry player is looking for a dedicated Member Operations and Experience Specialist to enhance customer service and support. In this remote role, you will leverage your financial expertise to assist members in navigating their investment accounts effectively. Your responsibilities will include addressing inquiries through various channels, collaborating with teams to resolve issues, and advocating for enhancements based on member feedback. This position offers a unique opportunity to contribute to a fast-growing investment platform while ensuring member satisfaction and engagement. Join a dynamic team that values innovation and exceptional service in the financial sector.

Qualifications

• 4+ years in financial services with required licenses.
• Ability to leverage technology for member support.

Responsibilities

• Deliver exceptional service across email and chat support channels.
• Collaborate with cross-functional teams to resolve member issues.

Skills

Customer Service

Financial Services Knowledge

Problem Solving

Technology Proficiency

Communication Skills

Education

Series 7 License

Series 63 License

Job description

Member Operations and Experience Specialist - Transfers

US Remote

About Us:

Public is an investing platform that makes building a multi-asset portfolio fast, frictionless, and secure. Members can trade stocks, options, bonds, and crypto—all in one place. Alongside its robust suite of investing tools, Public offers Alpha, a layer of artificial intelligence that provides fundamental data and custom analysis to support informed investment decisions.

Since 2019, Public has raised over $400 million. Investors include Accel, Tiger Global, Will Smith's Dreamers VC, The Chainsmokers' Mantis VC, and Shari Redstone's Advancit Capital, as well as renowned figures in business and culture, like Maria Sharapova and Tony Hawk.

What you’ll do:

The Public Customer Experience team is actively seeking a highly motivated and licensed Member Support Specialist to join our dynamic team and deliver exceptional service to our valued members. You will be interacting with members across a variety of support channels, such as email and chat. As a licensed finance professional, you will serve as a subject matter expert, providing accurate and comprehensive information about Public's features, products, and services. Your expertise will ensure that our members are well-informed and can confidently navigate their Public accounts. In addition to addressing member inquiries, you will collaborate closely with cross-functional teams, including Legal, Operations, and Compliance, to efficiently resolve member issues and concerns. You will also work hand-in-hand with Product and Engineering teams to share valuable member feedback and insights, actively advocating for feature requests and experience enhancements that will further improve our members' overall satisfaction.

What we’re looking for:

• 4+ years of experience in financial services and fully licensed, with 7 and 63 (or) series 7 and 66.
• High degree of comfort or ability to learn and leverage technology to serve members.
• Professionally develop yourself and others to meet the evolving product needs and service needs of members.
• Commitment to providing the best possible service and ensuring positive experiences for prospective and current members.
• Highly Independent and creative problem solver.
• Leverage your deep financial industry expertise and Public’s best-in-class technology to drive innovative solutions in a fast-paced environment.
• Fixed Income, Bonds, and/or IRA experience preferred.

Bonus Points:

• Active Public member (sign up today!)

Public is an equal employment opportunity employer to all employees and applicants for employment and prohibits discrimination and harassment of any type. We celebrate people of all race, color, religion, age, sex, national origin, disability status, genetics, veteran status, sexual orientation, gender identity, or expression.

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