Member Support Specialist – Transfers

Role Overview

• 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

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.

Benefits

• Equal employment opportunity employer
• Prohibits discrimination and harassment of any type