Brokerage Operations Service Specialist, Cash App

  • St. Louis, MO, United States
  • Full-time

Company Description

It all started with an idea at Block in 2013. Initially built to take the pain out of peer-to-peer payments, Cash App has gone from a simple product with a single purpose to a dynamic app, bringing a better way to send, spend, invest, borrow and save to our millions of monthly active users. With a mission to redefine the world's relationship with money by making it more relatable, instantly available and universally accessible, at Cash App you'll have the opportunity to make a real-world impact with your career.

Today, Cash App has thousands of employees around the world with a culture geared toward creativity, collaboration and impact. We’ve been a distributed team since day one, and continue to value working across time zones and continents both remotely and in our Cash App offices.

Our offices are great, but many of our roles can be done remotely from the countries where Block operates. We tailor our experience to champion our employees’ creativity and productivity wherever they are.

Check out our locations, benefits and more at cash.app/careers.

Job Description

With Cash App Investing, customers can 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 St Louis. You will report to the Brokerage Operations Manager and maintain customer satisfaction by addressing inbound communications for Cash App Investing brokerage accounts.

You will:

  • 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 various 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

Hiring in St. Louis and Portland, OR

Qualifications

  • FINRA Licenses: Series 7, Series 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

  • Interest in Finance, Economics, or similar area

Nice to Have:

  • Licenses: Series 65 or 66, Series 24 a plus

  • Experience working at a fast growth FinTech

  • Experience navigating various applications such as G Suite, Jira, Slack, and Confluence

  • Experience working at or with a Carrying or Clearing Broker-Dealer

Additional Information

We’re working to build a more inclusive economy where our customers have equal access to opportunity, and we strive to live by these same values in building our workplace. Block is a proud equal opportunity employer. We work hard to evaluate all employees and job applicants consistently, without regard to race, color, religion, gender, national origin, age, disability, pregnancy, gender expression or identity, sexual orientation, citizenship, or any other legally protected class. 

We believe in being fair, and are committed to an inclusive interview experience, including providing reasonable accommodations to disabled applicants throughout the recruitment process. We encourage applicants to share any needed accommodations with their recruiter, who will treat these requests as confidentially as possible. Want to learn more about what we’re doing to build a workplace that is fair and square? Check out our I+D page

Additionally, we consider qualified applicants with criminal histories for employment on our team, and always assess candidates on an individualized basis.

Block, Inc. (NYSE: SQ) is a global technology company with a focus on financial services. Made up of Square, Cash App, Spiral, TIDAL, and TBD, we build tools to help more people access the economy. Square helps sellers run and grow their businesses with its integrated ecosystem of commerce solutions, business software, and banking services. With Cash App, anyone can easily send, spend, or invest their money in stocks or Bitcoin. Spiral (formerly Square Crypto) builds and funds free, open-source Bitcoin projects. Artists use TIDAL to help them succeed as entrepreneurs and connect more deeply with fans. TBD is building an open developer platform to make it easier to access Bitcoin and other blockchain technologies without having to go through an institution.

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