Client Success Specialist — Private Equity Access

MicroVentures; Austin (TX); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

401K Match

Annual discretionary bonus

Medical, Dental and Disability

3 Weeks PTO + holidays

4 Weeks sabbatical after 5 years with

Hybrid work environment in Austin TX

$100 monthly technology stipend

Job summary

MicroVentures, a FINRA regulated brokerage, seeks a client services professional to deliver exceptional support to accredited investors. You will handle inquiries via email, chat and phone, educate clients on private equity investments, and help resolve issues with a consultative approach.

Ideal candidates have 3–5 years in financial services, hold Series 7 and 63/66 or expect to obtain them, thrive in a fast-paced, team-oriented environment, and are motivated to grow with the firm.

Qualifications

• FINRA Series 7 & 63/66 may be obtained after employment.
• 3–5 years of experience in Client Service or Financial Services.
• Ability to ask probing questions to understand client needs.
• Collaborative, relation-focused work style in a team.
• Capable of handling multiple client inquiries simultaneously.

Responsibilities

• Provide an exceptional client experience through email, chat and phone contact channels.
• Educate clients on nuances of investing in private equity markets.
• Ask the right questions to uncover root causes and resolve issues efficiently.
• Build strong client and internal relationships within a team-based environment.
• Identify opportunities to improve processes and exceed client expectations.

Skills

FINRA Series 7 & 63/66

Client engagement

Consultative selling

Team collaboration

multi-tasking

Job description

MicroVentures, a FINRA regulated brokerage, seeks a client services professional to deliver exceptional support to accredited investors. You will handle inquiries via email, chat and phone, educate clients on private equity investments, and help resolve issues with a consultative approach.

Ideal candidates have 3–5 years in financial services, hold Series 7 and 63/66 or expect to obtain them, thrive in a fast-paced, team-oriented environment, and are motivated to grow with the firm.