Member Operations And Experience Specialist

Summary

Join Public's Customer Experience team as a CX Member Experience Specialist! You'll provide exceptional customer service to members across various channels, including live chat, email, and social media. Your legendary service will aim to create positive experiences and earn awards and positive media coverage. This role requires 4+ years of experience in financial services and relevant licenses (S7 and S63 or S66). You'll leverage technology, build processes, and professionally develop yourself and others. A passion for FinTech and creating positive customer experiences is essential. Become an active Public member and apply today!

Requirements

• 4+ years of experience in financial services
• Licensed, with a S7 and S63 or S66
• High degree of comfort or ability to learn and leverage technology to serve members
• Be obsessed with creating positive experiences and customer-obsessed
• Be a creative problem solver and advocate for our members
• Have a desire to learn and strong interest in FinTech and serving members’ investing goals
• Be an active Public member

Responsibilities

• Serve members across all support channels and provide legendary service
• Provide live chat support
• Provide email support
• Provide social media support
• Perform random acts of kindness
• Write handwritten notes
• Conduct proactive check-ins
• Be a great teammate
• Do the right thing
• Provide behind-the-scenes support working with compliance and the engineers
• Build and review processes for yourself, the CX team and Public to serve members after identifying root-cause issues
• Professionally develop yourself and others to meet the evolving product needs and service needs of members

Preferred Qualifications

• Margin and Options Experience
• Past financial advisory experience