Investor Support Specialist
MicroVentures is an investment platform and full-service investment bank offering access to private-market opportunities. It serves individual, accredited, and institutional investors, as well as startups and small businesses seeking capital.
About MicroVentures
MicroVentures facilitates investments in private companies through equity crowdfunding, accredited investing, and secondary-market transactions involving private and pre-IPO stock. The organization provides startup fundraising through Regulation D, Regulation A, and Regulation Crowdfunding, performs due diligence, and supports investors with online investment management, portfolio access, and educational resources. Its clients include retail investors, accredited and institutional investors, startups, and small businesses.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will provide an exceptional client experience to accredited investors through email, chat and phone channels. You will educate clients on the nuances of investing in private equity markets, asking the right questions to understand the root cause of each issue so you can resolve it efficiently. You will build strong relationships with clients and colleagues, collaborating within a team-based environment of financial professionals to meet client needs. You will constantly look for better ways to solve problems and exceed client expectations while adapting to changing market and business conditions.
Requirements
- 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
- Ability to ask appropriate, probing questions to understand client needs
- Collaborative and relationship-focused work style with demonstrated success in a team environment
- Ability to manage multiple client situations, needs and inquiries simultaneously
Responsibilities
- Provide an exceptional client experience to accredited investors through email, chat and phone contact channels
- Educate clients on the nuances of investing in private equity markets
- Ask probing questions to learn the root cause of client issues and resolve them efficiently
- Build strong client and internal relationships by collaborating within a team-based environment
- Identify and solve problems to continuously exceed client expectations
Benefits
- 401K Match (100% match on the first 5% and 50% on the next 5%)
- Annual discretionary bonus
- Company-covered base plan for Medical, Dental and Disability insurance
- 3 Weeks paid time off plus holidays
- 4 Weeks paid sabbatical after 5 years with a travel stipend
- Hybrid work environment
- $100 monthly technology stipend