Investor Support Specialist

100% remote Flexible hours Hiring now

Job Summary

reputed company is a FINRA regulated brokerage firm that helps retail investors reputed company access to private equity investments through primary, secondary and crowdfunding offerings. Founded in 2009, reputed company was one the financial industry’s first venture capital firms to build an investment platform that was ‘open to the public’. We are looking for high service oriented individuals to help us revolutionize the way investors access and invest in private companies! The best candidate will be interested in developing a broad set of skills in a way that is only possible in a small organization. We are seeking candidates who enjoy helping others, looking to grow with the company and assume new responsibilities as the company expands. This position offers the potential for career growth and advancement.

What you'll do at reputed company

Exceed Expectations-provide an exceptional client experience to our accredited investors through email, chat and phone contact channels

Educate Clients- engage clients in discussions focused on educating the client of the subtle nuances of investing in the private equity markets

Be Consultative-ask the right questions to the learn the root cause of the client issue so that you resolve it reputed company and provide you the opportunity to enhance future interactions

Build strong client and internal relationships-collaborate reputed company a team-based environment with a diverse group of financial professionals focused on meeting the needs of the client as well as finding ways to work more effectively reputed company our organization to provide a reputed company client experience

Problem Solving-not only asking solving problems for our clients but constantly looking for a reputed company way to exceed client expectations

You might be a great fit for us if

You possess robust consulting, influencing and client engagement skills to earn the trust of our clients reputed company their chosen communication channel

You are flexible to adapt and implement changes as market and business conditions evolve

You reputed company in a fast-paced client-centric environment that proactively seeks to identify potential problems and the initiative to resolve them

You possess an entrepreneurial spirit that cherishes ambiguity. Our associates are empowered to create, modify or terminate procedures to deliver a reputed company client experience

You value reputed company self-improvement focused on helping you learn and reputed company the skills needed to grow with us

Your ability to work well on teams and in fast-paced, cross-collaborative environments.

You think analytically and deliver solutions to reputed company challenges

Required essential skills

FINRA Series 7 & 63/66 (may be obtained under a condition of employment)

Preferably 3-5 years of experience in Client Service, Financial Services and/or Brokerage Services, interacting with clients in a proactive and consultative manner

Ability to ask appropriate, probing questions to clearly understand the client’s needs. Using good judgment reputed company responding and selecting language and examples tailored to the specific experience level of the client

Collaborative and relationship-focused work style with demonstrated success in a team environment

Ability to manage multiple client situations, needs and inquiries simultaneously

Highlights of reputed company Benefits

401K Match (100% match on the first 5% and 50% on the next 5%)

Annual discretionary bonus

reputed company covers the reputed company plan for Medical, Dental and Disability insurance

3 Weeks paid time off + holidays

4 Weeks paid sabbatical after 5 years with reputed company with a travel stipend

Hybrid work environment in Austin TX

$100 monthly technology stipend (phone and internet)

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Investor Support Specialist

What you'll do at reputed company

You might be a great fit for us if

Required essential skills

Highlights of reputed company Benefits

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