Investor 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 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