Investor Support Specialist

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

Job Summary

MicroVentures is a FINRA regulated brokerage firm that helps retail investors gain access to private equity investments through primary, secondary and crowdfunding offerings. Founded in 2009, MicroVentures was one the financial industry’s first venture capital firms to build an investment platform that was ‘open to the public’. We are looking for high service oriented individuals to help us revolutionize the way investors access and invest in private companies! The best candidate will be interested in developing a broad set of skills in a way that is only possible in a small organization. We are seeking candidates who enjoy helping others, looking to grow with the company and assume new responsibilities as the company expands. This position offers the potential for career growth and advancement.

What you'll do at MicroVentures:

• Exceed Expectations-provide an exceptional client experience to our accredited investors through email, chat and phone contact channels
• Educate Clients- engage clients in discussions focused on educating the client of the subtle nuances of investing in the private equity markets
• Be Consultative-ask the right questions to the learn the root cause of the client issue so that you resolve it efficiently and provide you the opportunity to enhance future interactions
• Build strong client and internal relationships-collaborate within a team-based environment with a diverse group of financial professionals focused on meeting the needs of the client as well as finding ways to work more effectively within our organization to provide a better client experience
• Problem Solving-not only asking solving problems for our clients but constantly looking for a better way to exceed client expectations

You might be a great fit for us if:

• You possess robust consulting, influencing and client engagement skills to earn the trust of our clients via their chosen communication channel
• You are flexible to adapt and implement changes as market and business conditions evolve
• You thrive in a fast-paced client-centric environment that proactively seeks to identify potential problems and the initiative to resolve them
• You possess an entrepreneurial spirit that cherishes ambiguity. Our associates are empowered to create, modify or terminate procedures to deliver a better client experience
• You value continuous self-improvement focused on helping you learn and develop the skills needed to grow with us
• Your ability to work well on teams and in fast-paced, cross-collaborative environments
• You think analytically and deliver solutions to complex challenges

Required essential skills:

• 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, interacting with clients in a proactive and consultative manner
• Ability to ask appropriate, probing questions to clearly understand the client’s needs. Using good judgment when responding and selecting language and examples tailored to the specific experience level of the client
• Collaborative and relationship-focused work style with demonstrated success in a team environment
• Ability to manage multiple client situations, needs and inquiries simultaneously

Highlights of MicroVentures Benefits:

• 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.