Public

The Member Operations and Experience Specialist will provide exceptional service to members through various support channels and serve as a subject matter expert on Public's features and products. The role involves collaborating with cross-functional teams to resolve member issues and advocating for enhancements based on member feedback. | Candidates should have over 4 years of experience in financial services and be fully licensed with Series 7 and 63 or Series 66. A commitment to providing excellent service and the ability to leverage technology for member support are essential. | About Us: Public is the long-term investing platform. Investors use AI and a vast variety of asset classes, from stocks and bonds to crypto and options, to build portfolios for the long haul. Launched in 2019, Public has been trusted with billions in assets of affluent investors. Headquartered in New York City, it’s raised over $400M from investors like Accel and Tiger Global. What you’ll do: The Public Customer Experience team is actively seeking a highly motivated and licensed Member Support Specialist to join our dynamic team and deliver exceptional service to our valued members. You will be interacting with members across a variety of support channels, such as email and chat. As a licensed finance professional, you will serve as a subject matter expert, providing accurate and comprehensive information about Public's features, products, and services. Your expertise will ensure that our members are well-informed and can confidently navigate their Public accounts. In addition to addressing member inquiries, you will collaborate closely with cross-functional teams, including Legal, Operations, and Compliance, to efficiently resolve member issues and concerns. You will also work hand-in-hand with Product and Engineering teams to share valuable member feedback and insights, actively advocating for feature requests and experience enhancements that will further improve our members' overall satisfaction. What we’re looking for: 4+ years of experience in financial services and fully licensed, with 7 and 63 (or) series 7 and 66. 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. Fixed Income, Bonds, and/or IRA experience preferred. Bonus Points: Past financial advisory experience Active Public member (sign up today!) 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.

You will manage day-to-day operations of the Brokerage team, ensuring smooth processes while optimizing systems and workflows. Additionally, you will lead projects and analyses to support business growth and enhance the investing experience for Public members. | Candidates should have 1-3 years of experience in a dynamic environment such as fintech or brokerage, with a working knowledge of Retail Brokerage Operations. A Series 7 and/or 63/66 certification is required, along with problem-solving skills and the ability to improve systems and processes. | About Us: Public is the long-term investing platform. Investors use AI and a vast variety of asset classes, from stocks and bonds to crypto and options, to build portfolios for the long haul. Launched in 2019, Public has been trusted with billions in assets of affluent investors. Headquartered in New York City, it’s raised over $400M from investors like Accel and Tiger Global. What you’ll do: You’ll be a contributing member of the Brokerage team at Public with a focus on Operations. The Brokerage team is responsible for many of the critical functions of Public’s business, including opening member accounts, managing money movements, and trading on behalf of Public, among many, many other things. As part of the team, you'll help manage day-to-day operations, ensuring everything runs smoothly while continuously looking for opportunities to optimize systems and workflows. You'll also independently lead projects and analyses to support business growth and enhance the investing experience for all Public members. Some responsibilities would include daily resolution of trade and allocation breaks with Public’s custodian and the street, monitoring of unsecured debts, and other exception reporting, ACATS and the management of Public’s inventory and error accounts. You’ll work closely with all areas of the Public Organization, including Client Experience, to resolve trading or margin issues. You will also have the opportunity to work cross-functionally within Brokerage to support the Onboarding and Risk functions. What we’re looking for: 1-3 years experience working in a fast-paced, dynamic environment such as fintech, brokerage, sales & trading, or management consulting Working knowledge of Retail Brokerage Operations Product knowledge related to equities, options, and fixed income Problem solver with the ability to make quick decisions Independent operator comfortable with ambiguity Ability to identify opportunities to improve and automate systems & processes Series 7 and/or 63/66 Bonus Points: Financial services experience Experience with Apex Clearing Corporate Actions, ACATS, Money Transfer experience a plus Experience and fluency with using Looker (or interest in learning) Series 7, 63/66 (or other FINRA certifications) Active Public.com Member 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.

The Weekend Member Operations and Experience Specialist will provide exceptional service to members through various support channels, ensuring they are well-informed about Public's features and services. This role involves collaborating with cross-functional teams to resolve member issues and advocating for enhancements based on member feedback. | Candidates should have 3-5 years of experience in financial services and be fully licensed with Series 7 and 63. Prior experience as a Customer Escalation Specialist or Manager in financial services or fintech is required. | About Us: Public is the long-term investing platform. Investors use AI and a vast variety of asset classes, from stocks and bonds to crypto and options, to build portfolios for the long haul. Launched in 2019, Public has been trusted with billions in assets of affluent investors. Headquartered in New York City, it’s raised over $400M from investors like Accel and Tiger Global. What you’ll do: The Public Customer Experience team is actively seeking a highly motivated and licensed Weekend Member Support Specialist to join our dynamic team and deliver exceptional service to our valued members. You will be interacting with members across a variety of support channels, such as email and chat. As a licensed finance professional, you will serve as a subject matter expert, providing accurate and comprehensive information about Public's features, products, and services. Your expertise will ensure that our members are well-informed and can confidently navigate their Public accounts. In addition to addressing member inquiries, you will collaborate closely with cross-functional teams, including Legal, Operations, and Compliance, to efficiently resolve member issues and concerns. You will also work hand-in-hand with Product and Engineering teams to share valuable member feedback and insights, actively advocating for feature requests and experience enhancements that will further improve our members' overall satisfaction. What we’re looking for: 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. Bonus Points: Active Public member (sign up today!) 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.