
MicroVentures
Posted 41 months ago
Client Support Specialist
AustinHybridFull-time
AI Summary
Provides exceptional client experience to investors via chat, email, and phone; educates on the investment process, solves issues, and collaborates to improve systems and processes.
About this role
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:
What Your First Year Looks Like - Phase 1:
What Your First Year Looks Like - Phase 2:
What Your First Year Looks Like - Phase 3:
What MicroVentures Does for You:
Skills
Chat And Email SupportCRMCustomer SupportEscalation HandlingFinancial ServicesFINRA Series 63FINRA Series 7High Net Worth Client SupportInbound/outbound CallsInvestor RelationsMultichannel SupportPhone SupportPortfolio ManagementProblem SolvingProcess ImprovementRegulatory ComplianceSIE CertificationTraining And Coaching
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