Investment Support Specialist
Mercury
Location: San Francisco, CA, New York, NY, Portland, OR, or Remote within United States, United States
**Investment Support Specialist at Mercury in San Francisco, CA, New York, NY, Portland, OR, or Remote within United States, United States** **What you'll do** - Own customer communications across chat and email, handling application questions to complex Treasury/Invest topics - Educate customers on product functionality and how it fits within their accounts - Address escalated issues with swift resolution - Build genuine relationships with users and identify systemic issues **What they're looking for** - Active Series 7 + S63 or S65 (Series 99 is a plus) - 3+ years experience in a Fintech customer experience/support role - Deep knowledge of treasury, mutual funds, and equity trading products - Proficiency with CRM and support tooling (Zendesk is a plus) **Details** - Location: San Francisco, CA, New York, NY, Portland, OR, or Remote within United States, United States - Type: Not specified - Salary: null