Investment Specialist II

Who you are

You have a strong background in financial services and are passionate about helping individuals achieve their financial goals. You possess excellent communication skills, allowing you to effectively support members over the phone, chat, and email. Your attention to detail ensures that you can monitor member accounts accurately and address any operational or technical issues that arise. You are comfortable working with various investment products, including margin, options, and equities, and you have a knack for educating others about these concepts. You thrive in a collaborative environment and are eager to work with management and product teams to improve processes and platforms.

Desirable

Experience in a customer-facing role within the financial services industry is a plus. Familiarity with custodial platforms and investment services will help you excel in this position. A proactive approach to problem-solving and a commitment to continuous improvement will set you apart.

What you'll do

As an Investment Specialist II at SoFi, you will play a crucial role in supporting our members as they navigate their investment journeys. You will engage with existing SoFi members and new customers, providing guidance on how to utilize SoFi’s suite of investment services effectively. Your responsibilities will include educating members on various investment options, such as margin, options, and equities, ensuring they have the knowledge needed to make informed decisions. You will also be responsible for monitoring member accounts, paying close attention to detail and accuracy to ensure a seamless experience.

In addition to direct member support, you will collaborate with management and product teams to identify areas for improvement in operational processes and technical platforms. Your insights will help enhance the overall member experience and contribute to the ongoing transformation of the financial services industry. You will assess members' financial situations and goals through one-on-one inbound calls, providing tailored advice and support.

What we offer

At SoFi, we are committed to shaping a brighter financial future for our members and our employees. We offer a dynamic work environment where you can invest in yourself and your career. You will have the opportunity to work with innovative, mobile-first technology that is changing the way people think about personal finance. We value collaboration and encourage you to share your ideas for improving our services. Join us in making a direct impact on people's lives and be part of a team that is at the forefront of the financial services transformation.