Member Support Specialist- Transfers

Public

17h

About The Position

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.

Requirements

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.

Nice To Haves

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!

Responsibilities

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

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