Member Support Specialist- Transfers

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.