Investor Success & Support Specialist (Hybrid, Austin)

Microventures; Austin (TX); Hybrid; USD 60.000 - 80.000; Vollzeit

Benefits dieser Stelle

401K Match

Annual discretionary bonus

Medical, Dental, and Disability insurance

Paid time off

Sabbatical after 5 years

Technology stipend

Zusammenfassung

A leading financial brokerage firm in Austin, Texas, is seeking a Client Services professional to provide exceptional communication and education to accredited investors regarding private equity investments. The ideal candidate will have 3-5 years of relevant experience and possess FINRA Series 7 & 63/66 certifications. This role offers a collaborative team environment with career growth potential, flexible work arrangements, and numerous benefits including a 401K match, annual bonuses, and three weeks of paid time off.

Qualifikationen

• FINRA Series 7 & 63/66 (may be obtained upon employment).
• 3-5 years of experience in Client Service or Financial Services.
• Ability to manage multiple client situations simultaneously.

Aufgaben

• Provide exceptional client experience via email, chat, and phone.
• Educate clients on private equity investments.
• Build internal relationships within a team environment.

Kenntnisse

Client engagement skills

Consulting skills

Analytical thinking

Adaptability

Jobbeschreibung

A leading financial brokerage firm in Austin, Texas, is seeking a Client Services professional to provide exceptional communication and education to accredited investors regarding private equity investments. The ideal candidate will have 3-5 years of relevant experience and possess FINRA Series 7 & 63/66 certifications. This role offers a collaborative team environment with career growth potential, flexible work arrangements, and numerous benefits including a 401K match, annual bonuses, and three weeks of paid time off.