Process Specialist, Cash App

It all started with an idea at Block in 2013. Initially built to take the pain out of peer-to-peer payments Cash App has gone from a simple product with a single purpose to a dynamic ecosystem developing unique financial products including Afterpay/Clearpay to provide a better way to send spend invest borrow and save to our 50 million monthly active customers. We want to redefine the worlds relationship with money to make it more relatable instantly available and universally accessible.

Today Cash App has thousands of employees working globally across office and remote locations with a culture geared toward innovation collaboration and impact. Weve been a distributed team since day one and many of our roles can be done remotely from the countries where Cash App operates. No matter the location we tailor our experience to ensure our employees are creative productive and happy.

The Role

The Brokerage Operations Process Specialist supports the Front Office functions of Cash App Investing LLC. Youll design document and improve workflows and resources that enhance efficiency accuracy and the customer experience. Working across teams youll identify operational gaps maintain clear procedures and training materials and ensure compliance with product and regulatory changes. By using data and AI-driven insights youll help streamline and refine processes reduce manual effort and scale our brokerage operations effectively.

You Will

• Develop implement and refine operational procedures to improve efficiency and accuracy across brokerage workflows.
• Identify inefficiencies and design scalable process improvements that enhance both internal operations and the customer journey.
• Create maintain and improve operational documentation policies and training materials to ensure clarity and consistency.
• Partner with operations compliance product and support teams to align process updates with business goals and regulatory standards.
• Lead continuous improvement initiatives by gathering feedback measuring outcomes and tracking process performance through key metrics.
• Keep teams informed of product developments and operational impacts ensuring readiness and seamless adoption.
• Apply AI and automation technologies to monitor workflows detect inefficiencies in real time and implement process optimizations that improve accuracy and reduce turnaround time.
• Perform regular reviews of workflows systems and resources to ensure compliance and service excellence.
• Support change management efforts by communicating updates and promoting best practices across teams.

You Have

• Licensing: FINRA Series 7 and 63 (or equivalent).
• 3 years in customer support or brokerage operations ideally within financial services.
• Strong process management analytical and problem-solving skills with excellent attention to detail.
• Utilizes AI and automation tools to analyze workflows uncover process gaps and design scalable improvements that reduce manual effort and enhance accuracy across operations.
• Exceptional verbal and written communication skills; able to collaborate effectively across teams and levels.
• Comfortable learning quickly managing multiple priorities and navigating ambiguity.
• Skilled in Jira Salesforce Notion and other workflow tools.
• A deep understanding of how processes impact the customer journey with a commitment to delivering exceptional experiences.
• Composed organized and motivated by Blocks mission to promote economic empowerment.

Desirable Qualifications

• Project Management: Certification in Project Management (CAPM) Six Sigma Agile or relevant project management experience is a plus.
• FINRA License: Series 24
• Bilingual: English/Spanish

Were working to build a more inclusive economy where our customers have equal access to opportunity and we strive to live by these same values in building our workplace. Block is an equal opportunity employer evaluating all employees and job applicants without regard to identity or any legally protected class. We will consider qualified applicants with arrest or conviction records for employment in accordance with state and local laws and fair chance ordinances.

We believe in being fair and are committed to an inclusive interview experience including providing reasonable accommodations to disabled applicants throughout the recruitment process. We encourage applicants to share any needed accommodations with their recruiter who will treat these requests as confidentially as possible. Want to learn more about what were doing to build a workplace that is fair and square Check out our ID page.

While there is no specific deadline to apply for this role U.S. roles are typically open for an average of 55 days before being filled by a successful candidate. Please refer to the date listed at the top of this job page for when this role was first posted.

Required Experience:

IC