Posted 2 months ago

Client Support Specialist

AustinHybridFull-time

AI Summary

A client-facing support specialist who helps investors with questions and issues across chat, email, and phone throughout the investment lifecycle.

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:

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.