refresh

Trending companies

Trending companies

Jobs

JobsPublic.com

Member Support Specialist- Transfers

Public.com

Member Support Specialist- Transfers

Public.com

US Remote

·

Remote

·

Full-time

·

2w ago

About Us:

Public is the long-term investing platform. Investors use AI and a vast variety of asset classes, from stocks and bonds to crypto and options, to build portfolios for the long haul. Launched in 2019, Public has been trusted with billions in assets of affluent investors. Headquartered in New York City, it’s raised over $400M from investors like Accel and Tiger Global.

About the Role

Public's Customer Experience team is looking for a licensed, client-focused Member Support Specialist who's passionate about helping people navigate their financial lives with confidence. This is a high-impact role at the intersection of finance and technology: you'll be a trusted resource for our members while partnering closely with teams across the company to continuously improve the Public experience.

What You'll Do

  • Serve as a subject matter expert across member support channels (email, chat), delivering accurate, timely, and thoughtful responses to member inquiries

  • Use your financial expertise to help members understand Public's products, features, and services so they can make informed decisions

  • Partner with Legal, Compliance, and Operations to resolve complex member issues efficiently and thoroughly

  • Surface member feedback to Product and Engineering teams, advocating for improvements that meaningfully enhance the member experience

  • Help raise the bar on support quality across the team by sharing knowledge and best practices

What We're Looking For

  • 4+ years of experience in financial services

  • Active FINRA licenses: Series 7 and 63, or Series 7 and 66

  • Strong written communication skills: you can explain complex financial concepts clearly and with empathy

  • Comfortable working in a fast-paced, tech-forward environment; quick to pick up new tools and workflows

  • A self-starter who can work independently and solve problems creatively

  • Genuine commitment to delivering exceptional member experiences, every time

  • Experience in a client-facing role in ACATs, Transfers, IRAs, or Fraud/Risk is a plus.

Bonus Points

  • Availability to work one weekend day per week (preferred but not required)

  • Background in financial advisory or wealth management

  • You're already a Public member. if not, sign up today!

Public is an equal employment opportunity employer to all employees and applicants for employment and prohibits discrimination and harassment of any type. We celebrate people of all race, color, religion, age, sex, national origin, disability status, genetics, veteran status, sexual orientation, gender identity, or expression.

Total Views

0

Apply Clicks

0

Weekly mock applicants

0

Bookmarks

0

About Public.com

Public.com

Public.com

Series C

Offers an electronic trading platform to trade financial assets.

51-200

Employees

New York City that

Headquarters

$1.2B

Valuation

Reviews

3.9

10 reviews

Work-life balance

3.8

Compensation

2.5

Culture

4.2

Career

2.8

Management

3.5

65%

Recommend to a friend

Pros

Good work-life balance

Supportive and collaborative team environment

Great leadership and vision

Cons

Compensation and salaries not competitive

Limited career advancement opportunities

High workload and long hours

Salary Ranges

16 data points

Senior/L5

Senior/L5 · Senior CX Manager

3 reports

$146,484

total per year

Base

$134,734

Stock

-

Bonus

$11,750

$106,255

$204,057

Interview experience

53 interviews

Difficulty

3.4

/ 5

Duration

14-28 weeks

Offer rate

37%

Experience

Positive 64%

Neutral 25%

Negative 11%

Interview process

1

Phone Screen

2

Technical Interview

3

System Design

4

Behavioral

5

Team Fit

Common questions

Tell me about a challenging project

System design question

Coding problem

Why this company