Investment Support Specialist

📋 Description

• Own chat and email communications across treasury topics.
• Educate customers on product features in their accounts.
• Resolve escalated issues quickly while ensuring compliance.
• Build genuine, lasting relationships with users.
• Identify systemic issues and partner with product/engineering.
• Use customer insights to spot trends and drive improvements.

🎯 Requirements

• Active Series 7 with S63 or S65; Series 99 is a plus.
• 3+ years in fintech CX/support or similar regulated role.
• Deep knowledge of treasury, mutual funds, and equity trading.
• CRM and support tooling proficiency; Zendesk is a plus.
• Data-driven mindset; use insights to drive decisions.
• Strong written and verbal communication across audiences.
• Thrives in ambiguity and fast-moving environments.
• Proactive, ownership-oriented; takes initiative.

🎁 Benefits

• Base salary, equity, and benefits.
• Salary ranges updated via compensation data.
• Equal opportunity employer with accommodations.