Client Support Specialist

@ MicroVentures
MicroVenturesmicroventures.com

Client Support Specialist

Posted 42 months ago

This job is still taking applications, but it's been up a while.

About the job

MicroVentures offers investment opportunities in startups through crowdfunding and venture capital, combining innovative financing with client service in a hybrid environment.

Requirements

  • Coachable
  • Adaptable
  • Persuasive
  • Empathetic
  • Entrepreneurial

Qualifications

  • Willing to learn FINRA Series 7 & 63
  • Strong communication skills
  • Customer service experience
  • Team-oriented mindset

Full 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: 

1) Build strong relationships by educating clients on the investment process and answer any questions during the lifetime of the investment. 

2) Problem solve current client issues to meet the immediate need as well as identify opportunities to enhance future client interactions. 

3) 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)
Show full description

Similar jobs

See all Client Support Specialist jobs