Investor Support Specialist
MicroVentures, Austin, TX, United States
Overview
MicroVentures is a FINRA regulated brokerage firm that helps retail investors gain access to private equity investments through primary, secondary and crowdfunding offerings. Founded in 2009, MicroVentures was one of the financial industry’s first venture capital firms to build an investment platform that was ‘open to the public’. We are looking for high service oriented individuals to help us revolutionize the way investors access and invest in private companies. We are seeking candidates who enjoy helping others, looking to grow with the company and assume new responsibilities as the company expands. This position offers the potential for career growth and advancement.
What you'll do at MicroVentures
Exceed expectations — provide an exceptional client experience to our accredited investors through email, chat and phone contact channels
Educate clients — engage clients in discussions focused on informing them about the nuances of investing in the private equity markets
Be consultative — ask the right questions to learn the root cause of the client issue, resolve it efficiently, and enhance future interactions
Build strong client and internal relationships — collaborate within a team-based environment with a diverse group of financial professionals to meet client needs and improve internal processes
Problem solving — continuously look for better ways to exceed client expectations
You might be a great fit for us if
You possess robust consulting, influencing and client engagement skills to earn the trust of our clients via their chosen communication channel
You are flexible to adapt and implement changes as market and business conditions evolve
You thrive in a fast-paced, client-centric environment that proactively identifies potential problems and takes initiative to resolve them
You possess an entrepreneurial spirit that cherishes ambiguity. Our associates are empowered to create, modify or terminate procedures to deliver a better client experience
You value continuous self-improvement focused on helping you learn and develop the skills needed to grow with us
You work well on teams and in fast-paced, cross-collaborative environments
You think analytically and deliver solutions to complex challenges
Required essential skills
FINRA Series 7 & 63/66 (may be obtained under a condition of employment)
Preferably 3-5 years of experience in Client Service, Financial Services and/or Brokerage Services, interacting with clients in a proactive and consultative manner
Ability to ask appropriate, probing questions to clearly understand the client’s needs. Use good judgment when responding and tailoring language to the client’s experience level
Collaborative and relationship-focused work style with demonstrated success in a team environment
Ability to manage multiple client situations, needs and inquiries simultaneously
Highlights of MicroVentures Benefits
401K Match (100% match on the first 5% and 50% on the next 5%)
Annual discretionary bonus
MicroVentures covers the base plan for Medical, Dental and Disability insurance
3 weeks paid time off + holidays
4 weeks paid sabbatical after 5 years with MicroVentures with a travel stipend
Hybrid work environment in Austin TX
$100 monthly technology stipend (phone and internet)
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What you'll do at MicroVentures
Exceed expectations — provide an exceptional client experience to our accredited investors through email, chat and phone contact channels
Educate clients — engage clients in discussions focused on informing them about the nuances of investing in the private equity markets
Be consultative — ask the right questions to learn the root cause of the client issue, resolve it efficiently, and enhance future interactions
Build strong client and internal relationships — collaborate within a team-based environment with a diverse group of financial professionals to meet client needs and improve internal processes
Problem solving — continuously look for better ways to exceed client expectations
You might be a great fit for us if
You possess robust consulting, influencing and client engagement skills to earn the trust of our clients via their chosen communication channel
You are flexible to adapt and implement changes as market and business conditions evolve
You thrive in a fast-paced, client-centric environment that proactively identifies potential problems and takes initiative to resolve them
You possess an entrepreneurial spirit that cherishes ambiguity. Our associates are empowered to create, modify or terminate procedures to deliver a better client experience
You value continuous self-improvement focused on helping you learn and develop the skills needed to grow with us
You work well on teams and in fast-paced, cross-collaborative environments
You think analytically and deliver solutions to complex challenges
Required essential skills
FINRA Series 7 & 63/66 (may be obtained under a condition of employment)
Preferably 3-5 years of experience in Client Service, Financial Services and/or Brokerage Services, interacting with clients in a proactive and consultative manner
Ability to ask appropriate, probing questions to clearly understand the client’s needs. Use good judgment when responding and tailoring language to the client’s experience level
Collaborative and relationship-focused work style with demonstrated success in a team environment
Ability to manage multiple client situations, needs and inquiries simultaneously
Highlights of MicroVentures Benefits
401K Match (100% match on the first 5% and 50% on the next 5%)
Annual discretionary bonus
MicroVentures covers the base plan for Medical, Dental and Disability insurance
3 weeks paid time off + holidays
4 weeks paid sabbatical after 5 years with MicroVentures with a travel stipend
Hybrid work environment in Austin TX
$100 monthly technology stipend (phone and internet)
#J-18808-Ljbffr