Mercury

20 hours ago

Investment Support Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Answer complex Treasury/Invest questions via chat and email, resolving escalated issues while balancing customer needs, regulatory compliance, and business integrity. Educate customers on mutual funds, equity trading, money market funds, and liquidity management, and draft help center articles and FAQs. Serve as the connection between users and product/engineering, using customer insights and KPIs to drive continuous improvements and internal process scaling.

Location: San Francisco, New York

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Support (Service Desk)

Seniority: Mid level

Key Responsibilities

•Own customer communications across chat and email, handling application questions and complex Treasury/Invest topics.
•Educate customers on product functionality and how it fits within their accounts.
•Resolve escalated issues with swift, compliant outcomes and balance customer needs with business integrity.
•Identify systemic issues and partner with product and engineering while serving as the voice of the customer internally.
•Draft help center articles and FAQs, use customer insights and metrics (CSAT, WSPPH, One Touch %, QA) to drive continuous improvement, and help scale support/ops processes.

Pay and Benefits

Salary: USD 71,900 - 87,300 annually

Equity and Bonus:Equity

Key Requirements

•Active Series 7 + S63 or S65 (Series 99 is a plus).
•3+ years of experience in a fintech customer experience/support role or a similarly complex, regulated environment.
•Deep knowledge of treasury, mutual funds, and equity trading products.
•Proficiency with CRM and support tooling (Zendesk is a plus).
•Strong written and verbal communication skills with a data-driven, proactive, ownership-oriented mindset.

Experience:FintechSaaS

Skills:CommunicationCustomer relationship buildingProblem-solvingData-driven mindsetOwnershipAdaptability

Licenses:Series 7Series 63Series 65Series 99

Certifications:Series 7Series 63Series 65Series 99

Languages:English

Tech Stack:CRMZendesk

Company Brief

Mercury

Provides banking and financial infrastructure for startups and small businesses, offering business checking accounts, payments, debit cards, venture debt integrations, and treasury services via a developer-friendly platform.

Industry: Fintech Infrastructure

Company Size: Large (251 to 1,000 employees)

Growth: Scaleup

Valuation: Unicorn (USD 1B+)

Funding: Series C

Headquarters: San Francisco, United States

Founded: 2017

Website LinkedIn

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Mercury

20 hours ago

Investment Support Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Location: San Francisco, New York

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Support (Service Desk)

Seniority: Mid level

Key Responsibilities

•Own customer communications across chat and email, handling application questions and complex Treasury/Invest topics.
•Educate customers on product functionality and how it fits within their accounts.
•Resolve escalated issues with swift, compliant outcomes and balance customer needs with business integrity.
•Identify systemic issues and partner with product and engineering while serving as the voice of the customer internally.
•Draft help center articles and FAQs, use customer insights and metrics (CSAT, WSPPH, One Touch %, QA) to drive continuous improvement, and help scale support/ops processes.

Pay and Benefits

Salary: USD 71,900 - 87,300 annually

Equity and Bonus:Equity

Key Requirements

•Active Series 7 + S63 or S65 (Series 99 is a plus).
•3+ years of experience in a fintech customer experience/support role or a similarly complex, regulated environment.
•Deep knowledge of treasury, mutual funds, and equity trading products.
•Proficiency with CRM and support tooling (Zendesk is a plus).
•Strong written and verbal communication skills with a data-driven, proactive, ownership-oriented mindset.

Experience:FintechSaaS

Skills:CommunicationCustomer relationship buildingProblem-solvingData-driven mindsetOwnershipAdaptability

Licenses:Series 7Series 63Series 65Series 99

Certifications:Series 7Series 63Series 65Series 99

Languages:English

Tech Stack:CRMZendesk

Company Brief

Mercury

Industry: Fintech Infrastructure

Company Size: Large (251 to 1,000 employees)

Growth: Scaleup

Valuation: Unicorn (USD 1B+)

Funding: Series C

Headquarters: San Francisco, United States

Founded: 2017

Website LinkedIn