Operations Coordinator-Broker Dealer
Voya FinancialSalary not specified
- Full Time
- Junior (1 to 2 years)
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries
Requirements
Candidates must possess a minimum of 4 years of experience in financial services and hold the required licenses, specifically Series 7 and 66, with 7 and 63 (or) series. A high degree of comfort and ability to learn and leverage technology is essential, along with preferred experience in fixed income, bonds, and/or IRA products.
Responsibilities
The Member Operations and Experience Specialist - Transfers will interact with members through email and chat, serving as a subject matter expert to provide accurate information about Public’s features, products, and services, and collaborating with cross-functional teams to resolve member issues and concerns. They will also work with Product and Engineering teams to share member feedback and advocate for feature enhancements, ensuring positive member experiences and driving innovative solutions within a fast-paced environment.
Skills
Financial Services
Customer Support
Email Communication
Chat Support
Product Knowledge
Problem-Solving
Technology Proficiency
Public
Offers high-yield cash accounts and investment services
About Public
Public.com provides a high-yield cash account with a 5.1% annual percentage yield (APY), allowing customers to earn interest on their cash. It serves individual investors by offering a platform to buy bonds and engage in equity trades, while sharing 50% of its options trading revenue with customers for transparency. The company uses artificial intelligence to deliver real-time data and analysis, helping users make informed investment decisions. Public.com aims to empower individual investors with accessible financial tools and information.
Key Metrics
New York City, New YorkHeadquarters
2019Year Founded
$403.2MTotal Funding
SERIES_DCompany Stage
Fintech, Financial ServicesIndustries
501-1,000Employees