Public - Member Support Specialist- Transfers
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Requirements
• 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. • 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.
Responsibilities
• 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
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