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

United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial ServicesIndustries

Requirements

4+ years of experience in financial services and fully licensed, with Series 7 and 63 (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 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
Past financial advisory experience (bonus)
Active Public member (bonus)

Responsibilities

Interact with members across a variety of support channels, such as email and chat
Serve as a subject matter expert, providing accurate and comprehensive information about Public's features, products, and services
Ensure members are well-informed and can confidently navigate their Public accounts
Address member inquiries
Collaborate closely with cross-functional teams, including Legal, Operations, and Compliance, to efficiently resolve member issues and concerns
Work with Product and Engineering teams to share valuable member feedback and insights
Actively advocate for feature requests and experience enhancements to improve members' overall satisfaction

Skills

Key technologies and capabilities for this role

Series 7Series 63Series 66Customer SupportFinancial ServicesComplianceProblem SolvingEmail SupportChat SupportTechnology Proficiency

Questions & Answers

Common questions about this position

What licenses are required for this role?

The position requires 4+ years of experience in financial services and being fully licensed with Series 7 and 63 (or) Series 7 and 66.

Is this a remote position or is there a location requirement?

This information is not specified in the job description.

What is the salary or compensation for this role?

This information is not specified in the job description.

What kind of experience or skills make a strong candidate?

Strong candidates have 4+ years in financial services with required licenses, comfort with technology, independence as a creative problem solver, and preferably Fixed Income, Bonds, or IRA experience. Bonus points for past financial advisory experience or being an active Public member.

What does the company value in team members?

Public values highly motivated individuals committed to exceptional member service, professional development, independence, creative problem-solving, and leveraging financial expertise with technology in a fast-paced environment.

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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