Problem solve any operational or technical issues pertaining to SoFi Invest products * Perform ... Excellent verbal and written communication, analytical and interpersonal skills, and a customer ...
15 Sofi Technical Writer Jobs Hiring Near You
Problem solve any operational or technical issues pertaining to SoFi Invest products * Perform ... Excellent verbal and written communication, analytical and interpersonal skills, and a customer ...
Senior Operations Surveillance and Support Specialist
Cottonwood Heights, UT · On-site
$48K - $65K/yr
SoFi's Collections Center of Excellence (CCoE) is seeking a Senior Operations Surveillance and ... Excellent written communication skills, with the ability to clearly convey findings and feedback.
Senior Operations Surveillance and Support Specialist
Cottonwood Heights, UT · On-site
$48K - $65K/yr
SoFi's Collections Center of Excellence (CCoE) is seeking a Senior Operations Surveillance and ... Excellent written communication skills, with the ability to clearly convey findings and feedback.
Senior Operations Surveillance and Support Specialist
Cottonwood Heights, UT · On-site
$48K - $65K/yr
SoFi's Collections Center of Excellence (CCoE) is seeking a Senior Operations Surveillance and ... Excellent written communication skills, with the ability to clearly convey findings and feedback.
Senior Operations Surveillance and Support Specialist
Cottonwood Heights, UT · On-site
$48K - $65K/yr
SoFi's Collections Center of Excellence (CCoE) is seeking a Senior Operations Surveillance and ... Excellent written communication skills, with the ability to clearly convey findings and feedback.
Excellent written and verbal communication skills, with the ability to simplify technical ... SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment ...
Excellent written and verbal communication skills, with the ability to simplify technical ... SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment ...
... years of relevant technical experience in lieu of a degree. * Strong written and verbal ... SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment ...
... years of relevant technical experience in lieu of a degree. * Strong written and verbal ... SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment ...
Retail Production Assistant
Frisco, TX · On-site
$15 - $19.50/hr
Technical Knowledge: General fluency in FNMA, FHLMC, FHA, and VA guidelines. * Tech Stack: Previous ... Elite verbal and written communication skills-you'll be representing SoFi to clients and external ...
Retail Production Assistant
Frisco, TX · On-site
$15 - $19.50/hr
Technical Knowledge: General fluency in FNMA, FHLMC, FHA, and VA guidelines. * Tech Stack: Previous ... Elite verbal and written communication skills-you'll be representing SoFi to clients and external ...
Strong verbal and written communication skills * Technical Skills: Advanced proficiency in Excel ... SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment ...
Strong verbal and written communication skills * Technical Skills: Advanced proficiency in Excel ... SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment ...
... with SoFi's internal policies and external regulatory requirements. What you'll do: To assist the ... Strong verbal and written communication skills * Technical Skills: Advanced proficiency in Excel ...
... with SoFi's internal policies and external regulatory requirements. What you'll do: To assist the ... Strong verbal and written communication skills * Technical Skills: Advanced proficiency in Excel ...
... in SoFi's Vulnerability Management program. You will design and build scalable systems that ... This is a hands-on engineering role with broad technical influence: you will write production code ...
... in SoFi's Vulnerability Management program. You will design and build scalable systems that ... This is a hands-on engineering role with broad technical influence: you will write production code ...
The Senior Dialer Analyst is a key member of our team here at SoFi, responsible for supporting all ... years of relevant technical experience in lieu of a degree. * Strong written and verbal ...
New
The Senior Dialer Analyst is a key member of our team here at SoFi, responsible for supporting all ... years of relevant technical experience in lieu of a degree. * Strong written and verbal ...
New
This is a hands-on engineering role with broad technical influence: you will write production code ... SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment ...
This is a hands-on engineering role with broad technical influence: you will write production code ... SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment ...
Represent the Core product with external banking clients and internal SoFi Bank partners. Technical ... Excellent written and verbal communication in English; able to shape company-level product ...
Represent the Core product with external banking clients and internal SoFi Bank partners. Technical ... Excellent written and verbal communication in English; able to shape company-level product ...
Represent the Core product with external banking clients and internal SoFi Bank partners. Technical ... Excellent written and verbal communication in English; able to shape company-level product ...
Represent the Core product with external banking clients and internal SoFi Bank partners. Technical ... Excellent written and verbal communication in English; able to shape company-level product ...
As a Technical Program Manager within the Enterprise Data Governance team, you will drive strategic ... written and verbal communication * Strong sense of ownership and bias for action. Preferred ...
As a Technical Program Manager within the Enterprise Data Governance team, you will drive strategic ... written and verbal communication * Strong sense of ownership and bias for action. Preferred ...
... written and verbal communication * Strong sense of ownership and bias for action. Preferred ... SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment ...
... written and verbal communication * Strong sense of ownership and bias for action. Preferred ... SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment ...
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Job description
The role
As a SoFi Investment Specialist, you will work with existing SoFi members and new customers to help them build and improve their financial futures using SoFi's suite of investment services. SoFi offers Brokerage services, Robo Advisor services, and retirement accounts.
What you'll do:
- Support members over the phone, chat, and email
- Educate and assist members on margin, options and equities.
- Problem solve any operational or technical issues pertaining to SoFi Invest products
- Perform ongoing monitoring of member accounts with attention to detail and accuracy
- Work with SoFi's custodial platform as needed to assist members in opening, funding, and transacting in their accounts
- Work with management and product teams to continuously improve operational processes and technical platforms to better serve our members
- Assess the member's financial situation and goals through one-on-one inbound calls
- Educate members on the benefits and value of Brokerage and Robo accounts
- Work with members who would like to open an investment account to help them understand the offering, benefits, and account opening process
- Educate members on terms and processes associated with Brokerage and Robo accounts
- Discuss and explain investment performance and decisions with current wealth members
- Provide member's operational support for specific investment-related questions and issues
What you'll need:
- Must have one of the following existing licensing combinations: Series 7 & 65 OR Series 7 & 66
- Must maintain all necessary professional certifications required for the role
- Bachelor's degree preferred, but a combination of education and experience may be considered in lieu of a degree
- 2+ years of financial services experience required, 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
- Deep understanding of financial concepts
- Ability to identify, meet, and follow through with client needs and requirements
- Self-starter, problem-solver, and a goal-oriented team player with a 'no job is beneath me' attitude
- Ability to work independently and perform multiple tasks efficiently
- Organized with strong attention to detail
- Show curiosity and confidence when dealing with clients and able to ask for help when needed
- Meets evolving position objectives as defined by management
- Ability to iterate, learn, and innovate
- Must successfully clear FINRA fingerprint background check
Nice to have:
- Experience with corporate actions
- Experience with margin/investment risk
- Series 4
- Series 24
- Series 63
About SoFi
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
San Francisco, CA, US
Year founded
2011