SoFi Technologies

1 month ago

Investment Specialist II

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Support SoFi members and customers by answering investment account questions over phone, chat, and email. Educate members on brokerage, Robo Advisor, margin, options, and equities, and help them open, fund, and transact in accounts. Monitor member accounts with accuracy, troubleshoot operational or technical issues related to SoFi Invest, and collaborate with product and management teams to improve platforms and processes.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Support (Service Desk)

Seniority: Mid level

Key Responsibilities

•Support members over the phone, chat, and email.
•Educate and assist members on margin, options, and equities.
•Troubleshoot operational or technical issues related to SoFi Invest products.
•Monitor member accounts and assist with opening, funding, and transacting in investment accounts.
•Assess member financial situations and goals via inbound calls, and help educate members on brokerage and Robo account benefits and terms.

Pay and Benefits

Salary: USD 60,800 - 114,000 annually

Key Requirements

•Must have one of the following existing licensing combinations: Series 7, 63, and 65, or Series 7 and 66.
•Must maintain all necessary professional certifications required for the role.
•2+ years of financial services experience, preferably assisting customers in a service environment.
•Experience and understanding of margin and option concepts, rules, and regulations.
•Excellent verbal and written communication, analytical and interpersonal skills, and a customer service mindset.

Experience:2+ years

Education:Bachelor's

Skills:CommunicationAnalytical skillsInterpersonal skillsCustomer service mindsetAttention to detail

Licenses:Series 7Series 63Series 65Series 66Series 4Series 24

Languages:English

Tech Stack:SoFi InvestRobo AdvisorBrokerageCustodial platform

Company Brief

SoFi Technologies

Industry: Neobanking

Website

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SoFi Technologies

1 month ago

Investment Specialist II

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Support (Service Desk)

Seniority: Mid level

Key Responsibilities

•Support members over the phone, chat, and email.
•Educate and assist members on margin, options, and equities.
•Troubleshoot operational or technical issues related to SoFi Invest products.
•Monitor member accounts and assist with opening, funding, and transacting in investment accounts.
•Assess member financial situations and goals via inbound calls, and help educate members on brokerage and Robo account benefits and terms.

Pay and Benefits

Salary: USD 60,800 - 114,000 annually

Key Requirements

•Must have one of the following existing licensing combinations: Series 7, 63, and 65, or Series 7 and 66.
•Must maintain all necessary professional certifications required for the role.
•2+ years of financial services experience, preferably assisting customers in a service environment.
•Experience and understanding of margin and option concepts, rules, and regulations.
•Excellent verbal and written communication, analytical and interpersonal skills, and a customer service mindset.

Experience:2+ years

Education:Bachelor's

Skills:CommunicationAnalytical skillsInterpersonal skillsCustomer service mindsetAttention to detail

Licenses:Series 7Series 63Series 65Series 66Series 4Series 24

Languages:English

Tech Stack:SoFi InvestRobo AdvisorBrokerageCustodial platform

Company Brief

SoFi Technologies

Industry: Neobanking

Website