Member Operations and Experience Specialist- Transfers

Member Operations And Experience Specialist- Transfers

Public is the long-term investing platform. Investors use AI and a vast variety of asset classes, from stocks and bonds to crypto and options, to build portfolios for the long haul. Launched in 2019, Public has been trusted with billions in assets of affluent investors. Headquartered in New York City, it's raised over $400M from investors like Accel and Tiger Global.

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 66 (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 :

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.