Public is an investing platform that allows people to invest in stocks, ETFs, treasuries, crypto, art, collectibles, and more – all in one place.
Public’s platform helps people be better investors with access to custom company metrics, live shows about the markets, and real-time analysis. Members control how they invest with a suite of powerful tools, and get insights from a community of millions of investors, creators, and analysts.
Since 2019, Public has raised over $300 million. Investors include Accel, Tiger Global, Will Smith's Dreamers VC, The Chainsmokers' Mantis VC, and Shari Redstone's Advancit Capital, as well as renowned figures in business and culture, like Maria Sharapova, Tony Hawk, and NYU Stern professor Scott Galloway.
What you’ll do:
The Public Customer Experience team is looking for a CX Member Experience Specialist to help support the CX team. As a Customer Experience Representative, you will be responsible for serving our members across all support channels and providing legendary service. We're talking about the kind of legendary service that earns awards, news coverage, goes viral and most importantly makes people happy. This will take place live chat, email, social media, random acts of kindness, handwritten notes, proactive check-ins, being a great teammate, doing the right thing and behind the scenes support working with compliance and the engineers.
What we’re looking for:
- 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.
- Build and review processes for yourself, team and Public to serve members after identifying root-cause issues.
- Professionally develop yourself and others to meet evolving product needs and service needs of members.
- Obsessed with creating positive experiences and customer-obsessed.
- Creative problem solver and advocate for our members
- Desire to learn and strong interest in Fin Tech and serving members’ investing goals.
- Active Public member (sign up today!)
- Other licenses- 55, 9,10, 4
- Past financial advisory experience
Financial advisory experience
- Agile training or background
Public is an equal employment opportunity employer to all employees and applicants for employment and prohibits discrimination and harassment of any type. We celebrate people of all race, color, religion, age, sex, national origin, disability status, genetics, veteran status, sexual orientation, gender identity, or expression.