Remote Otter LogoRemoteOtter

Member Operations and Experience Specialist - Transfers - Remote

Posted Yesterday
Customer Service
Full Time
USA

Overview

The Public Customer Experience team is seeking a highly motivated and licensed Member Support Specialist to deliver exceptional service to members, leveraging expertise in financial services.

In Short

  • Join a dynamic customer experience team at Public.
  • Provide exceptional service across various support channels.
  • Act as a subject matter expert on Public's features and services.
  • Collaborate with Legal, Operations, and Compliance teams.
  • Advocate for member feedback and feature requests.
  • 4+ years of experience in financial services required.
  • Must be fully licensed (Series 7 and 63 or 66).
  • Comfort with technology and problem-solving skills essential.
  • Experience in Fixed Income, Bonds, and/or IRA preferred.
  • Commitment to providing the best service to members.

Requirements

  • 4+ years of experience in financial services.
  • Fully licensed (Series 7 and 63 or 66).
  • Ability to leverage technology for member service.
  • Independence and creativity in problem-solving.
  • Expertise in financial industry practices.
  • Experience with Fixed Income, Bonds, and/or IRA preferred.

Benefits

  • Equal employment opportunity employer.
  • Celebration of diversity in the workplace.
PublicSquare logo

PublicSquare

PublicSquare is America's leading commerce and payments ecosystem dedicated to serving customers and businesses that prioritize life, family, and freedom. The company operates through three main segments: Marketplace, Financial Technology, and Brands. The Marketplace segment focuses on enabling consumers to 'shop their values' and make purposeful purchases. PublicSquare utilizes data and insights from the Marketplace to understand customer needs and offer high-quality financial products and brands. Its Financial Technology segment includes Credova, a consumer financing and payments company, while the Brands segment features direct-to-consumer companies like EveryLife, which specializes in premium life-affirming baby products. PublicSquare is committed to fostering a collaborative and innovative work environment, emphasizing the importance of small businesses and community support as the backbone of the economy.

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