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トレンド企業

トレンド企業

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求人Public.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.

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応募クリック数

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模擬応募者数

0

スクラップ

0

Public.comについて

Public.com

Public.com

Series C

Offers an electronic trading platform to trade financial assets.

51-200

従業員数

New York City that

本社所在地

$1.2B

企業価値

レビュー

3.9

10件のレビュー

ワークライフバランス

3.8

報酬

2.5

企業文化

4.2

キャリア

2.8

経営陣

3.5

65%

友人に勧める

良い点

Good work-life balance

Supportive and collaborative team environment

Great leadership and vision

改善点

Compensation and salaries not competitive

Limited career advancement opportunities

High workload and long hours

給与レンジ

16件のデータ

Senior/L5

Senior/L5 · Senior CX Manager

3件のレポート

$146,484

年収総額

基本給

$134,734

ストック

-

ボーナス

$11,750

$106,255

$204,057

面接体験

53件の面接

難易度

3.4

/ 5

期間

14-28週間

内定率

37%

体験

ポジティブ 64%

普通 25%

ネガティブ 11%

面接プロセス

1

Phone Screen

2

Technical Interview

3

System Design

4

Behavioral

5

Team Fit

よくある質問

Tell me about a challenging project

System design question

Coding problem

Why this company