# Sr. Investor Experience Specialist at Frec

- Company: Frec
- What the company does: Frec is making sophisticated investing strategies simple and accessible. Low-cost direct indexing with supercharged tax savings. Earn high interest on cash with Treasury. Next-level investing without a wealth advisor. Backed by Greylock.
- Company website: https://frec.com/
- Type: Startups
- Level: Senior
- Location: San Francisco
- Work setup: On-site
- Posted: 2026-10-28
- Apply by: 2026-12-12
- Apply: https://jobs.ashbyhq.com/frec/4cf01616-60ea-4c1a-a52c-f90ebd725741?utm_source=1752vc&utm_medium=careers
- Page: https://www.1752.vc/careers/jobs/frec-sr-investor-experience-specialist/

## About the role

As an early member of our small Investor Experience team, you'll play a critical role in ensuring our clients feel supported, valued, and set up for long-term success. At Frec, we're a small team that wears many hats. We’re collaborative by nature and united by a commitment to delivering an exceptional experience for every customer. Found on 1752vc Careers, the job board for startup and VC roles.

## What they're looking for

- FINRA Licenses: SIE, Series 7, 65 or 66 (active and in good standing)
- Experience using and/or improving a customer ticketing SAAS tool
- 4-7 years of experience, preferably at a fintech/wealthtech
- Proficient with using brokerage platforms and Microsoft Office suite (Word and Excel)
- Working knowledge of margin, leverage, and how fees and financing costs work in a brokerage account
- Degree from an accredited university or significant relevant experience preferred

Tags: Operations

Source: 1752vc Careers, https://www.1752.vc/careers/jobs/frec-sr-investor-experience-specialist/