Member Operations and Experience Specialist – Transfers

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October 9

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Public

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Public.com is an investing platform that helps people be better investors. Members can build a diverse portfolio of stocks, funds, and crypto within a single platform. On Public, ownership unlocks an experience of content and education, contextual to their portfolio, created by a million+ strong community of investors, creators and analysts.

51 - 200 employees

📋 Description

• Interact with members across a variety of support channels, such as email and chat. • Provide accurate and comprehensive information about Public's features, products, and services. • Collaborate closely with cross-functional teams, including Legal, Operations, and Compliance, to efficiently resolve member issues and concerns. • Work hand-in-hand with Product and Engineering teams to share valuable member feedback and insights.

🎯 Requirements

• 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. • 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.

🏖️ Benefits

• Flexible work arrangements • Professional development opportunities