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Weekend Member Operations and Experience Specialist - Advanced Research & Escalations Specialist

Public.com

Weekend Member Operations and Experience Specialist - Advanced Research & Escalations Specialist

Public.com

US Remote

·

Remote

·

Full-time

·

1w ago

Required Skills

Customer support

Financial services knowledge

Problem solving

Research

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.

What you’ll do:

The Public Customer Experience team is actively seeking a highly motivated and licensed Weekend Member Support Specialist to join our dynamic team and deliver exceptional service to our valued members. You will be interacting with members across a variety of support channels, such as email and chat. As a licensed finance professional, you will serve as a subject matter expert, providing accurate and comprehensive information about Public's features, products, and services. Your expertise will ensure that our members are well-informed and can confidently navigate their Public accounts. In addition to addressing member inquiries, you will collaborate closely with cross-functional teams, including Legal, Operations, and Compliance, to efficiently resolve member issues and concerns. You will also work hand-in-hand with Product and Engineering teams to share valuable member feedback and insights, actively advocating for feature requests and experience enhancements that will further improve our members' overall satisfaction.

What we’re looking for:

  • 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.

  • 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.

  • 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 your deep financial industry expertise and Public’s best-in-class technology to drive innovative solutions in a fast-paced environment.

Bonus Points:

  • *Active Public member (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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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

3.7

4 reviews

Work Life Balance

4.0

Compensation

4.0

Culture

4.2

Career

3.0

Management

2.5

Pros

Great team and collaborative colleagues

Beautiful office spaces and work environment

Good benefits and compensation

Cons

Poor management and leadership issues

Lack of organization and transparency

Communication problems

Salary Ranges

16 data points

Senior/L5

Senior/L5 · Senior CX Manager

3 reports

$146,484

total / 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