Client Support Specialist

MicroVentures; Austin (TX); Hybrid; USD 52,000 - 70,000; Full time

Benefits offered by this job

SIE/Series 7 & 63 sponsorship

401K match

Health insurance

Disability insurance

Paid time off

Sabbatical after 5 years

Hybrid work environment in Austin

Technology stipend

Job summary

MicroVentures is seeking an Investor Support Specialist to deliver exceptional client service across chat, email, and phone channels. You will educate clients on the investment process, answer questions, and help guide investments from start to finish within a collaborative team environment.

Phase-based training leads to licensing (FINRA Series 7 & 63). The role emphasizes relationship building with high-net-worth clients and ongoing coaching to enhance interactions and processes.

Qualifications

• Willing to obtain FINRA Series 7 & 63 as a condition of employment.
• Experience in financial services or investment client support is preferred.
• Excellent written and verbal communication skills are essential.

Responsibilities

• Educate clients on the investment process and answer questions during the lifetime of the investment.
• Resolve current client issues and identify opportunities to enhance future interactions.
• Collaborate with the team to improve MicroVentures' systems and processes.
• Support clients through chat, email, and inbound phone calls.

Skills

Customer service

Communication

Problem solving

Empathy

Job description

Job Summary

MicroVentures gives both accredited and non-accredited investors access to invest in startups. We are one of the financial industry's first organizations to merge crowdfunding with the venture capital industry. MicroVentures provides an opportunity for angel investors to invest in startups alongside venture capitalists, often on the same terms. We are looking for service-oriented individuals to help us revolutionize the way our investors access and invest in private companies!

Your Role at MicroVentures

You will provide an exceptional client experience to our investors through chat, email, and phone channels. During a typical day you will:

• Build strong relationships by educating clients on the investment process and answer any questions during the lifetime of the investment.
• Problem solve current client issues to meet the immediate need as well as identify opportunities to enhance future client interactions.
• Work with your team to solve current problems our clients face and to improve the systems and processes MicroVentures uses.

Qualities We Look For

• Coachable
• Adaptable
• Persuasive
• Empathetic
• Entrepreneurial

What Your First Year Looks Like - Phase 1

• Learn the foundations of the position through our dynamic training program.
• Acquire FINRA Series 7 & 63 as a condition of employment.
• Weekly coaching which consists of Shadow sessions, roleplays to simulate the job experience and/or chat/email reviews
• Implement the training and coaching by helping our clients through their chosen communication channel (Chat, Email and/or Inbound phone calls)

What Your First Year Looks Like - Phase 2

• Now licensed, you will learn the role of an Investor Support Specialist through the tier 2 of our training program
• Weekly coaching which consists of Shadow sessions, roleplays to simulate the job experience and/or chat/email reviews
• Work with our high net worth accredited investors to ensure a smooth investment process.

What Your First Year Looks Like - Phase 3

• Ongoing training and coaching to develop your skills so you can engage clients through outbound calls to discuss current offerings and/or their existing portfolio
• Master your craft and encourage your entrepreneurial spirit at MicroVentures.

What MicroVentures Does for You

• 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)

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.