Job Description

Position Overview

• Location Type: Remote
• Employment Type: Full-time
• Salary: Not specified

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.

This role involves providing exceptional customer support to Public members via email and chat. As a licensed finance professional, you'll serve as a subject matter expert, offering accurate information about Public's features, products, and services. You’ll collaborate with various teams to resolve issues and advocate for member feedback to improve the overall member experience.

Requirements

• Experience: 4+ years of experience in financial services.
• Licensing: Fully licensed, with either Series 7 and 63 or Series 7 and 66.
• Technology Proficiency: High degree of comfort or ability to learn and leverage technology to serve members.
• Professional Development: Commitment to professionally develop yourself and others to meet evolving product and service needs.
• Service Commitment: Strong commitment to providing the best possible service and ensuring positive experiences for members.
• Problem-Solving: Highly independent and creative problem solver.

Responsibilities

• Provide exceptional customer support to Public members via email and chat.
• Serve as a subject matter expert on Public’s features, products, and services.
• Collaborate with Legal, Operations, and Compliance teams to efficiently resolve member issues.
• Work with Product and Engineering teams to share member feedback and advocate for feature requests.
• Leverage financial industry expertise and Public’s technology to drive innovative solutions.

Bonus Points

• Past financial advisory experience.
• Active Public member (sign up today!).

Company Information

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.