About the role
- Deliver exceptional service to valued members via email and chat.
- Provide accurate and comprehensive information about Public's features, products, and services.
- Collaborate with cross-functional teams, including Legal, Operations, and Compliance, to efficiently resolve member issues.
- Work with Product and Engineering teams to share valuable member feedback and insights.
Requirements
- Coverage on Saturday and Sunday, with a flexible weekday schedule.
- Prior experience as a Customer Escalation Specialist or Customer Escalation Manager in financial services or fintech.
- 3-5 years of experience in financial services and fully licensed, with Series 7 and 63.
- Conduct advanced research into complex member escalations, including trade disputes, corporate actions, and regulatory inquiries
- High degree of comfort or ability to learn and leverage technology to serve members.
- Professionally develop yourself and others to meet the evolving product needs and service needs of members.
- Commitment to providing the best possible service and ensuring positive experiences for prospective and current members.
- Highly Independent and creative problem solver.
- Leverage your deep financial industry expertise and Public’s best-in-class technology to drive innovative solutions in a fast-paced environment.
- Equal employment opportunity employer
- Prohibits discrimination and harassment of any type
- Celebrates diversity and inclusion
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
customer escalation managementadvanced researchtrade disputescorporate actionsregulatory inquiries
Soft skills
exceptional servicecollaborationproblem solvingindependenceprofessional development
Certifications
Series 7Series 63