Brokerage Operations Specialist - Front Office, Cash App
- Portland, OR
- Alternate Location: Salt Lake City, United States
Loved by customers and pop culture, we’ve consistently held the top spot for finance in the App Store for many years, seeing more engagement with millions of followers across social media in a day than most brands see in a year. We are building an ecosystem to redefine the world’s relationship with money by making it universally accessible.
We want to hire the best talent regardless of location. Our employment model is distributed, offering the opportunity to collaborate with teams across the world in San Francisco, New York, St. Louis, Portland, Toronto, Kitchener-Waterloo, Sydney, and Melbourne.
Interested in learning more?
Since launching Cash App Investing, customers can now trade stock in their favorite companies with as little as $1 using our free fractional trading feature! We're hiring a Brokerage Operations Specialist to support our Front Office functions of our Broker-Dealer. You will play an important role in our growing broker-dealer subsidiary, Cash App Investing LLC located in Portland, Oregon as well as Salt Lake City, Utah. You will report to the Brokerage Operations Manager and maintain customer satisfaction by addressing inbound communications for Cash App Investing brokerage accounts.
Quickly and accurately identify customer needs and share the appropriate solution to their questions and account-related issues in compliance with Firm procedures
Process all work daily to maintain excellent service levels; work in service queues and maintain ownership over response SLAs
Identify leading indicators of customer experience pain points and reduce further risk of issues with Product
Manage and triage Investing related issues through the use of internal tools and systems
Anticipate situations and incidents that could occur and ask the right questions to fuel process improvements
Focus on continued enhancements to improve customer support training and knowledge articles
Licenses: Series 7, 63
At least 3 years of customer service experience in broker-dealer or financial operations
Knowledge and respect for SEC/FINRA regulatory and compliance rules and regulations
An appreciation and desire for innovation within the securities industry
Ability to quickly learn proprietary web-based back office applications
A “trust, but verify” mentality
A customer-first belief
Nice to Have:
Licenses: Series 65 or 66, Series 24 a plus
Experience working at a fast growth FinTech
G Suite, JIRA, and Confluence
Experience with SQL and Tableau
Experience working at or with a Carrying or Clearing Broker-Dealer
Excellent research skills including experience with online search tools
Bachelor’s in Finance, Economics, or similar area
Familiarity with tools such as Slack (or similarly: Discord)
We will consider for employment qualified applicants with criminal histories in a manner consistent with each office’s corresponding local guidelines.