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

United States

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Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

Requirements

Licensed finance professional with 3-5 years of experience in financial services
Series 7 and 63 licenses
Prior experience as a Customer Escalation Specialist or Customer Escalation Manager in financial services or fintech
Advanced research skills to conduct 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
Proficiency in developing and implementing product and service needs to meet evolving member needs
Commitment to providing exceptional service and ensuring positive member experiences
High level of independence and creative problem-solving skills
Experience with technology to drive innovative solutions in a fast-paced environment
Active Public member sign-up

Responsibilities

Conduct advanced research into complex member escalations
Collaborate with cross-functional teams to resolve member issues and concerns
Work hand-in-hand with Product and Engineering teams to share valuable member feedback and insights
Actively advocate for feature requests and experience enhancements to improve member satisfaction
Develop and implement solutions to drive positive member experiences
Provide exceptional service to members across various support channels
Participate in cross-functional team meetings to discuss member issues and concerns
Share valuable member feedback and insights with Product and Engineering teams
Collaborate with Legal, Operations, and Compliance teams to efficiently resolve member issues and concerns
Work with cross-functional teams to develop and implement product and service needs to meet evolving member needs

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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