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Client Support Specialist

MicroVentures · Austin, TX · Investor support

Employment type

Full-time

Work setting

On-site

Location

Austin, TX

Schedule

Day shift

Posted

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Job overview

The Client Support Specialist role is hybrid in Austin, TX. Compensation is not specified. MicroVentures provides accredited and non-accredited investors access to startup investments, combining crowdfunding with venture capital. The specialist supports investors through chat, email, and phone, explains the investment process, resolves client issues, and works with the team to improve service systems and processes. The role contributes to a smooth investor experience as clients access and manage private-company investments.

What you'll do

  • Support investors through chat, email, and inbound phone calls
  • explain the investment process and answer client questions
  • resolve current client issues
  • identify opportunities to improve future interactions
  • collaborate with the team to improve systems and processes
  • complete training and obtain FINRA Series 7 and 63 licenses as a condition of employment.

What we're looking for

Skills & competencies
client support specialist
hybrid
austin tx
microventures
investor support
client experience
chat support
email support
phone support
finra series 7
finra series 63
Work arrangement
  • Weekend coverage required

Benefits & perks

  • 401(k) match, base medical, dental, and disability insurance, three weeks of paid time off plus holidays, four-week paid sabbatical after five years with a travel stipend, and a $100 monthly technology stipend.

Why this role

The first-year program includes training and coaching, sponsorship and study materials for SIE, Series 7, and Series 63, and progression to support for accredited investors and outbound calls.

About the employer

MicroVentures is hiring for this role. Industry: Miscellaneous Intermediation. Sector: 52.

Additional details

Industry sector
52
Industry
Miscellaneous Intermediation
Occupation code
43-4051.00
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