[Remote] Weekend Member Operations and Experience Specialist - Advanced Research & Escalations Specialist at Public

United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Part TimeJob Type

UnknownVisa

Fintech, Financial ServicesIndustries

Requirements

Coverage on Saturday and Sunday, with a flexible weekday schedule
Prior experience as a Customer Escalation Specialist or Customer Escalation Manager in financial services or fintech
3-5 years of experience in financial services and fully licensed, with Series 7 and 63
Ability to conduct advanced research into complex member escalations, including trade disputes, corporate actions, and regulatory inquiries
High degree of comfort or ability to learn and leverage technology to serve members
Ability to 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
Deep financial industry expertise to drive innovative solutions in a fast-paced environment

Responsibilities

Interact with members across 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
Collaborate with cross-functional teams, including Legal, Operations, and Compliance, to resolve member issues and concerns
Work with Product and Engineering teams to share member feedback and insights, advocating for feature requests and experience enhancements

Skills

Key technologies and capabilities for this role

Series 7Series 63Customer EscalationsTrade DisputesCorporate ActionsRegulatory InquiriesChat SupportEmail SupportFintechCustomer Experience

Questions & Answers

Common questions about this position

What licenses are required for this role?

The position requires being fully licensed with Series 7 and 63, along with 3-5 years of experience in financial services.

What is the work schedule for this position?

The role requires coverage on Saturday and Sunday, with a flexible weekday schedule.

What experience is needed for this job?

Prior experience as a Customer Escalation Specialist or Customer Escalation Manager in financial services or fintech is required, along with the ability to conduct advanced research into complex member escalations like trade disputes and regulatory inquiries.

What does the company value in candidates?

Public seeks highly independent and creative problem solvers with a commitment to providing the best possible service, a high degree of comfort leveraging technology, and the ability to professionally develop themselves and others.

What makes a strong application for this role?

Highlight your 3-5 years in financial services with Series 7 and 63 licenses, escalation experience in fintech, and skills in advanced research and creative problem-solving; being an active Public member is a bonus.

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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