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, acting as a subject matter expert on Public's offerings. You'll collaborate with cross-functional teams to resolve issues and leverage member feedback to improve the platform. This position requires 4+ years of experience in financial services and relevant licenses (Series 7 and 63 or Series 7 and 66). A high comfort level with technology and a commitment to excellent service are essential. You will be a highly independent problem-solver, leveraging your financial expertise and Public's technology to drive innovative solutions. The ideal candidate will also possess preferred qualifications such as fixed income experience and prior financial advisory experience.

Requirements

• 4+ years of experience in financial services
• Hold Series 7 and 63 licenses, or Series 7 and 66 licenses
• High degree of comfort or ability to learn and leverage technology to serve members
• Commitment to providing the best possible service and ensuring positive experiences for prospective and current members
• Ability to be a highly independent and creative problem solver
• Ability to leverage 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 various support channels (email and chat)
• Serve as a subject matter expert, providing accurate information about Public's features, products, and services
• Collaborate with cross-functional teams (Legal, Operations, Compliance) to resolve member issues
• Work with Product and Engineering teams to share member feedback and advocate for feature requests

Preferred Qualifications

• Fixed Income, Bonds, and/or IRA experience
• Past financial advisory experience
• Active Public member