Investment Support Specialist

Mercury

Investment Support Specialist at Mercury handling customer inquiries related to treasury products. Engaging with users and collaborating on solutions in a fast-paced fintech environment.

Posted 7/24/2026full-timeRemote • California, New York, Oregon • 🇺🇸 United StatesMid-LevelSenior💰 $64,700 - $87,300 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer communication and support within a Fintech environment, with a strong focus on Treasury, Mutual Funds, and Equity Trading products. Utilizes data-driven insights to enhance customer experience and drive continuous improvement in support processes.

Highest-signal resume keywords

Active Series 7 CertificationSeries 63 CertificationCustomer Experience in FintechKnowledge of Treasury ProductsProficiency with CRM Tools

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Treasury ProductsMutual FundsEquity TradingData AnalysisCustomer Support Metrics

Soft Skills

Strong Communication SkillsProactive ApproachAdaptability in Fast-Moving Environments

Tools & Technologies

Zendesk

Certifications & Qualifications

Active Series 7Series 63Series 65Series 99

Industry Keywords

FintechRegulatory ComplianceCustomer InsightsSupport InfrastructureHelp Center Articles

Tech Stack

Tools & technologies

Swift

About the role

Key responsibilities & impact

Own customer communications across chat and email, handling everything from application questions to complex Treasury/Invest topics
Educate customers on product functionality and how it fits within their accounts
Address escalated issues with swift resolution, balancing customer needs with business integrity and regulatory compliance
Build genuine, lasting relationships with users
Identify systemic issues, partner with product and engineering on solutions, and serve as the voice of the customer internally
Use customer insights and data to spot trends and propose improvements
Draft help center articles, FAQs, and customer comms
Build processes, improve internal tools, and help scale Mercury's support and ops infrastructure
Assist with compliance and other customer-facing tasks as needed
Develop deep expertise in mutual funds, equity trading, and Treasury/Invest products
Own your metrics (CSAT, WSPPH, One Touch %, QA) and use them to drive continuous improvement
Contribute to internal knowledge bases, training content, and team-driven process improvements

Requirements

What you’ll need

Active Series 7 + S63 or S65; (Series 99 is a plus)
3+ years experience in a Fintech customer experience/support role or a similarly complex, regulated environment
Deep knowledge of treasury, mutual funds, and equity trading products
Proficiency with CRM and support tooling (Zendesk is a plus)
A data-driven mindset, you use insights to identify trends and drive decisions
Strong written and verbal communication skills across technical and non-technical audiences
Ability to thrive in ambiguity and adapt quickly in a fast-moving environment
A proactive, ownership-oriented approach, you don't wait to be asked.

Benefits

Comp & perks

base salary
equity (stock options/RSUs)