Client Support Specialist

United States /
Investor Relations /
Full-time
Job Summary

MicroVentures is a FINRA regulated brokerage firm that helps retail investors gain access to private equity investments through primary, secondary and crowdfunding offerings. Founded in 2009, MicroVentures 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 MicroVentures:

    • 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 efficiently and provide you the opportunity to enhance future interactions  
    • Build strong client and internal relationships-collaborate within 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 within our organization to provide a better client experience
    • Problem Solving-not only asking solving problems for our clients but constantly looking for a better 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 via their chosen communication channel
    • You desire to work in a collaborative team-based culture without the predictability and highly-processed structure of a larger organization
    • You are flexible to adapt and implement changes as market and business conditions evolve
    • You thrive 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 better client experience
    • You value continuous self-improvement focused on helping you learn and develop the skills needed to grow with us
    • You have high goal orientation to help you obtain the FINRA Series 7 & 63 within 4 months

Required essential skills:

    • Client Service, Financial Services and/or Brokerage Services experience 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 when 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
    • Desire to grow your career with us as this is an entry level position within our growing firm

Highlights of MicroVentures Benefits:

    • Company provided MacBook Air
    • Medical, Dental & Disability insurance (Base plan, 100% covered by MicroVentures for all employees)
    • 401K Match (100% company match on the first 5% and 50% company match on the next 5%)
    • Sponsorship of SIE, Series 7 & 63 (book, online access to lectures and progress exams) 
    • Annual Discretionary Bonus 
    • Paid Time off (as well as company wide Refresh Fridays)
    • Work From Home