Investor Success & Support Specialist (Hybrid, Austin)

MicroVentures; Austin (TX); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

401K Match

Annual discretionary bonus

Medical, Dental, and Disability insurance

Paid time off

Sabbatical after 5 years

Technology stipend

Job summary

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.

Qualifications

• 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.

Responsibilities

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

Skills

Client engagement skills

Consulting skills

Analytical thinking

Adaptability

Job description

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.