Client Support Specialist
MicroVentures is a full-service investment bank and equity crowdfunding platform that lets everyday investors put as little as $100 into highly vetted private companies. It serves both retail and accredited investors, offering equity crowdfunding, accredited/primary and secondary investments, and secondary trading in late-stage private stock.
About MicroVentures
MicroVentures positions itself as venture capital investing for everyone, allowing individuals to invest in private companies for as little as $100 after a vetting and due diligence process performed by its experienced team. The company has facilitated over $700 million in transactions across 1200+ investment opportunities for a base of 280,000+ investors, with past offerings including well-known companies like OpenAI, Stripe, and Neuralink. As a full-service investment bank, MicroVentures offers a broad range of private market investment products: equity crowdfunding open to all investors, accredited investing for early and late stage primary and secondary deals, and secondary trading services for buyers and sellers of late-stage private stock. Its clients range from novice retail investors seeking low minimum investments to accredited investors seeking access to private secondary markets, supported by an Investor Relations team available by phone for education and guidance.
Skills
About the Role
You will provide an exceptional client experience to our investors through chat, email, and phone channels. You will build strong relationships by educating clients on the investment process and answering questions throughout the lifetime of their investment. You will problem solve current client issues to meet immediate needs and identify opportunities to enhance future client interactions. You will work with your team to solve current problems clients face and improve the systems and processes used. In your first year, you'll learn the foundations of the position through a dynamic training program, acquire your FINRA Series 7 & 63 as a condition of employment, and receive weekly coaching including shadow sessions, roleplays, and chat/email reviews. Once licensed, you'll grow into the role of Investor Support Specialist, working with high net worth accredited investors to ensure a smooth investment process. Later, you'll engage clients through outbound calls to discuss current offerings and their existing portfolios, mastering your craft along the way.
Responsibilities
- Build strong relationships by educating clients on the investment process and answering questions during the lifetime of the investment
- Problem solve current client issues to meet immediate needs and identify opportunities to enhance future client interactions
- Work with your team to solve current problems clients face and improve systems and processes
- Acquire FINRA Series 7 & 63 as a condition of employment
- Participate in weekly coaching including shadow sessions, roleplays, and chat/email reviews
- Support clients through chat, email, and inbound phone calls
- Work with high net worth accredited investors to ensure a smooth investment process
- Engage clients through outbound calls to discuss current offerings and their existing portfolios
Benefits
- Study materials and sponsorship of SIE, Series 7 & 63
- 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)