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.
22 Sofi Customer Service Jobs Hiring Near You
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.
Deliver high-touch, white-glove customer service while navigating transactions and manual processes ... SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment ...
Deliver high-touch, white-glove customer service while navigating transactions and manual processes ... SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment ...
... customer assets. The ideal candidate enjoys solving distributed systems problems, designing ... What you'll do: * Design and build backend services supporting SoFi's digital asset custody ...
... customer assets. The ideal candidate enjoys solving distributed systems problems, designing ... What you'll do: * Design and build backend services supporting SoFi's digital asset custody ...
Staff Fraud Analyst
New York, NY · On-site
... customer experience. By joining SoFi, you'll become part of a forward-thinking company that is transforming financial services for the better. We offer the excitement of a rapidly growing startup ...
Staff Fraud Analyst
New York, NY · On-site
... customer experience. By joining SoFi, you'll become part of a forward-thinking company that is transforming financial services for the better. We offer the excitement of a rapidly growing startup ...
Home Equity Processor
Frisco, TX · On-site
$27.20 - $51/hr
Provide excellent customer service and drive an overall exceptional customer experience using ... SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment ...
Home Equity Processor
Frisco, TX · On-site
$27.20 - $51/hr
Provide excellent customer service and drive an overall exceptional customer experience using ... SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment ...
Home Equity Processor
Frisco, TX · On-site
$27.20 - $51/hr
Provide excellent customer service and drive an overall exceptional customer experience using ... SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment ...
Home Equity Processor
Frisco, TX · On-site
$27.20 - $51/hr
Provide excellent customer service and drive an overall exceptional customer experience using ... SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment ...
SoFi is looking for someone data-driven and self-motivated who believes in our mission of helping ... Strong focus on customer experience and insights * Excellent written and oral communicator What it ...
SoFi is looking for someone data-driven and self-motivated who believes in our mission of helping ... Strong focus on customer experience and insights * Excellent written and oral communicator What it ...
SoFi is looking for someone data-driven and self-motivated who believes in our mission of helping ... Strong focus on customer experience and insights * Excellent written and oral communicator What it ...
SoFi is looking for someone data-driven and self-motivated who believes in our mission of helping ... Strong focus on customer experience and insights * Excellent written and oral communicator What it ...
Credit Strategy Manager
San Francisco, CA · On-site
We're a next-generation financial services company and national bank using innovative, mobile-first ... SoFi's Credit team manages credit risk activities for our lending products (Student Loan Refinance ...
Credit Strategy Manager
San Francisco, CA · On-site
We're a next-generation financial services company and national bank using innovative, mobile-first ... SoFi's Credit team manages credit risk activities for our lending products (Student Loan Refinance ...
We're a next-generation financial services company and national bank using innovative, mobile-first ... SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment ...
We're a next-generation financial services company and national bank using innovative, mobile-first ... SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment ...
Senior Credit Manager
San Francisco, CA · On-site
We're a next-generation financial services company and national bank using innovative, mobile-first ... The team SoFi's Credit team manages credit risk activities for our lending products (Student Loan ...
Senior Credit Manager
San Francisco, CA · On-site
We're a next-generation financial services company and national bank using innovative, mobile-first ... The team SoFi's Credit team manages credit risk activities for our lending products (Student Loan ...
We're a next-generation financial services company and national bank using innovative, mobile-first ... SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment ...
We're a next-generation financial services company and national bank using innovative, mobile-first ... SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment ...
Senior Credit Manager
San Francisco, CA · On-site
We're a next-generation financial services company and national bank using innovative, mobile-first ... The team SoFi's Credit team manages credit risk activities for our lending products (Student Loan ...
Senior Credit Manager
San Francisco, CA · On-site
We're a next-generation financial services company and national bank using innovative, mobile-first ... The team SoFi's Credit team manages credit risk activities for our lending products (Student Loan ...
Staff Fraud Analyst
New York, NY · On-site
$67K - $89K/yr
... customer experience. By joining SoFi, you'll become part of a forward-thinking company that is transforming financial services for the better. We offer the excitement of a rapidly growing startup ...
Staff Fraud Analyst
New York, NY · On-site
$67K - $89K/yr
... customer experience. By joining SoFi, you'll become part of a forward-thinking company that is transforming financial services for the better. We offer the excitement of a rapidly growing startup ...
... sales, servicing, and collections-align with SoFi's internal policies and external regulatory ... customer acquisition and servicing to ensure alignment with internal policies and regulatory ...
... sales, servicing, and collections-align with SoFi's internal policies and external regulatory ... customer acquisition and servicing to ensure alignment with internal policies and regulatory ...
Retail Loan Originator
Frisco, TX · On-site
The role Retail Loan Officers (RLOs) are key drivers of SoFi Lending Corp.'s mortgage sales ... RLOs are responsible for delivering an exceptional, end-to-end customer experience by guiding ...
Retail Loan Originator
Frisco, TX · On-site
The role Retail Loan Officers (RLOs) are key drivers of SoFi Lending Corp.'s mortgage sales ... RLOs are responsible for delivering an exceptional, end-to-end customer experience by guiding ...
Retail Loan Originator
Frisco, TX · On-site
We're a next-generation financial services company and national bank using innovative, mobile-first ... The role Retail Loan Officers (RLOs) are key drivers of SoFi Lending Corp.'s mortgage sales ...
Retail Loan Originator
Frisco, TX · On-site
We're a next-generation financial services company and national bank using innovative, mobile-first ... The role Retail Loan Officers (RLOs) are key drivers of SoFi Lending Corp.'s mortgage sales ...
... sales, servicing, and collections-align with SoFi's internal policies and external regulatory ... customer acquisition and servicing to ensure alignment with internal policies and regulatory ...
... sales, servicing, and collections-align with SoFi's internal policies and external regulatory ... customer acquisition and servicing to ensure alignment with internal policies and regulatory ...
... in SoFi's Vulnerability Management program. You will design and build scalable systems that ... Define technical standards for vulnerability severity, remediation service levels, exceptions ...
... in SoFi's Vulnerability Management program. You will design and build scalable systems that ... Define technical standards for vulnerability severity, remediation service levels, exceptions ...
We're a next-generation financial services company and national bank using innovative, mobile-first ... in SoFi's Vulnerability Management program. You will design and build scalable systems that ...
We're a next-generation financial services company and national bank using innovative, mobile-first ... in SoFi's Vulnerability Management program. You will design and build scalable systems that ...
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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