Series 7 Licensed Investment Specialist

Job Summary

To support a growing team, the full-time Series 7 Licensed Investment Specialist will manage customer communications regarding treasury products, educate users on product functionality, and resolve complex issues while working remotely or from designated office locations.

Key responsibilities:

• Own customer communications across chat and email, addressing application questions and complex treasury/investment topics
• Educate customers on product functionality and its integration within their accounts
• Identify systemic issues and collaborate with product and engineering teams to propose solutions

Required qualifications:

• Active Series 7 and S63 or S65 licenses; Series 99 is a plus
• 3+ years of 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 tools, preferably Zendesk
• A data-driven mindset with the ability to use insights to identify trends and drive decisions