Member Operations And Experience Specialist

Summary

Join Public's Customer Experience team as a Member Operations and Experience Specialist! In this role, you will provide exceptional service to members through various support channels, leveraging your expertise as a licensed finance professional. You will act as a subject matter expert on Public's offerings, resolving member issues and collaborating with cross-functional teams. Your contributions will directly impact member satisfaction and product development. This position requires 4+ years of experience in financial services and relevant licenses. A high degree of comfort with technology and a commitment to providing excellent service are essential.

Requirements

• 4+ years of experience in financial services and fully licensed, with series 7 and 63 (or) series 7 and 66
• 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

Responsibilities

• Interact with members across a variety of support channels, such as email and chat
• Serve as a subject matter expert, providing accurate and comprehensive information about Public's features, products, and services
• Ensure that our members are well-informed and can confidently navigate their Public accounts
• Collaborate closely with cross-functional teams, including Legal, Operations, and Compliance, to efficiently resolve member issues and concerns
• 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

Preferred Qualifications

• Options and Margin experience
• Past financial advisory experience
• Active Public member