Member Support Specialist- Transfers

United StatesFull TimePosted 2 months ago

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Role summary

Public is seeking a licensed, client-focused Member Support Specialist with 4+ years of financial services experience to join their Customer Experience team in New York City. This role involves serving as a subject matter expert across support channels, helping members understand financial products, and resolving complex issues by partnering with Legal, Compliance, and Operations. The specialist will also surface member feedback to Product and Engineering teams to drive improvements. The ideal candidate possesses strong written communication skills, is comfortable in a fast-paced tech environment, and is committed to delivering exceptional member experiences. FINRA Series 7 and 63 or 66 licenses are required.

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

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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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