[Remote] Member Operations and Experience Specialist- Transfers at Public

United States

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Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

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
Fixed Income, Bonds, and/or IRA experience preferred

Responsibilities

Interacting with members across a variety of support channels, such as email and chat
Providing accurate and comprehensive information about Public's features, products, and services
Collaborating with cross-functional teams, including Legal, Operations, and Compliance, to efficiently resolve member issues and concerns
Working with Product and Engineering teams to share member feedback and insights, advocating for feature requests and experience enhancements
Professionally develop yourself and others to meet the evolving product needs and service needs of members
Leverage financial industry expertise and Public’s technology to drive innovative solutions in a fast-paced environment

Skills

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.

New York City, New YorkHeadquarters

2019Year Founded

$403.2MTotal Funding

SERIES_DCompany Stage

Fintech, Financial ServicesIndustries

501-1,000Employees

Benefits

Health, dental, & vision

Parental leave

Sick leave

401k with 4% match

Gym memberships

FSA & HSA

Reproductive care

Risks

Increased competition from fintech platforms may dilute Public.com's market share.

Volatility in cryptocurrency markets could affect user trust in Public.com's crypto services.

Rising interest rates may challenge the attractiveness of Public.com's high-yield cash account.

Differentiation

Public.com offers fractional ownership across diverse assets, including stocks, crypto, and collectibles.

The platform provides AI-driven data analytics for personalized investment insights and recommendations.

Public.com shares 50% of its options revenue with customers, ensuring transparency and trust.

Upsides

Public.com raised $135M in Series D, supporting its commission-free trading platform expansion.

The platform's high-yield cash account offers a competitive 5.1% APY, attracting cash investors.

AI-powered analysis of earnings calls provides users with deeper insights into company performance.

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