Related skills
finra series 7 series 63 series 66 transfers acats📋 Description
- Serve as SME across support channels; deliver accurate, timely responses.
- Explain Public's products and services to help members decide.
- Collaborate with Legal/Compliance/Operations to resolve complex issues.
- Escalate member feedback to Product/Engineering to improve the experience.
- Share knowledge and best practices to raise support quality.
🎯 Requirements
- 4+ years in financial services
- Active FINRA licenses: Series 7 & 63 or Series 7 & 66
- Strong written communication; explain complex concepts clearly and empathetically
- Fast-paced, tech-forward environment; quick to learn new tools
- Self-starter; work independently and solve problems creatively
- Commitment to delivering exceptional member experiences
- Client-facing ACATs, Transfers, IRAs, or Fraud/Risk experience is a plus
🎁 Benefits
- Weekend day availability preferred
- Background in financial advisory or wealth management
- Public member or willing to join the platform
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