Client Support Specialist
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 specialisthybridaustin txmicroventuresinvestor supportclient experiencechat supportemail supportphone supportfinra series 7finra 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
You'll be redirected to the employer's application page.
Listing ID: f0ce7993-ab60-4b8d-adc5-113c7762839c