Investment Specialist II

SoFi Technologies
United States
Workplace: OnsiteFull timeUSD 60,800 - 76,000 annuallyFunction: Customer Support (Service Desk)Experience: 2+ yearsSkills: ["Communication","Analytical skills","Interpersonal skills","Customer service mindset","Attention to detail"]

Support SoFi members and new customers with brokerage, robo-advisor, and retirement services. Answer inbound questions over phone, chat, and email; educate clients on margin, options, equities, and account terms; and help troubleshoot operational or technical issues across SoFi Invest products. Monitor accounts for accuracy, assist with opening, funding, and transacting, and partner with management/product teams to improve operational processes and platforms.

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FursaFursa
SoFi Technologies
SoFi Technologies
1 day ago

Investment Specialist II

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Support SoFi members and new customers with brokerage, robo-advisor, and retirement services. Answer inbound questions over phone, chat, and email; educate clients on margin, options, equities, and account terms; and help troubleshoot operational or technical issues across SoFi Invest products. Monitor accounts for accuracy, assist with opening, funding, and transacting, and partner with management/product teams to improve operational processes and platforms.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Support (Service Desk)
Seniority: Mid level

Key Responsibilities

  • •Support members via phone, chat, and email, and assess member needs, financial situations, and goals through one-on-one inbound calls.
  • •Educate and assist members on margin, options, equities, and the benefits/value of brokerage and robo-advisor accounts, including account opening and account terms.
  • •Perform ongoing monitoring of member accounts with accuracy and attention to detail.
  • •Help troubleshoot operational or technical issues related to SoFi Invest products and assist members with opening, funding, and transacting on accounts using the custodial platform.
  • •Discuss and explain investment performance and decisions with existing wealth members and collaborate with management/product teams to improve operational processes and technical platforms.

Pay and Benefits

Salary: USD 60,800 - 76,000 annually

Key Requirements

  • •Hold an existing FINRA licensing combination: Series 7 & 65 OR Series 7 & 66.
  • •Maintain all required professional certifications for the role.
  • •Have 2+ years of financial services experience, preferably assisting customers in a service environment.
  • •Demonstrate experience and understanding of margin and option concepts, rules, and regulations.
  • •Have excellent verbal and written communication, analytical and interpersonal skills, and a customer service mindset.
Experience:2+ yearsFinancial services
Skills:CommunicationAnalytical skillsInterpersonal skillsCustomer service mindsetAttention to detail
Licenses:Series 7Series 65Series 66Series 4Series 24Series 63
Languages:English

Company Brief

SoFi Technologies
Provides digital financial services including lending, banking, investing, and credit products through a consumer-focused online platform. SoFi serves individuals looking to manage money, borrow, save, invest, and protect their finances in one place.
Industry: Neobanking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: San Francisco, United States
Founded: 2011
WebsiteLinkedIn