MicroVentures

Equity crowdfunding platform for startup investments

Investor Support Specialist

Customer SupportConfirmed live in the last 24 hours

Full-timeAustin, TX, USANo salary listed

About the Job

Requirements

FINRA Series 7 and Series 63 or 66 licenses are required, but may be obtained as a condition of employment.
Preferably, 3–5 years of experience in client service, financial services, and/or brokerage services, interacting with clients proactively and consultatively.
Ability to ask appropriate probing questions to understand client needs, use good judgment when responding, and select language and examples suited to each client's experience level.
Collaborative, relationship-focused work style with demonstrated success in a team environment.
Ability to manage multiple client situations, needs, and inquiries simultaneously.
Robust consulting, influencing, and client engagement skills to earn clients' trust across their chosen communication channels.
Flexibility to adapt to and implement changes as market and business conditions evolve.
Ability to thrive in a fast-paced, client-centric environment, proactively identify potential problems, and take initiative to resolve them.
Entrepreneurial approach and comfort with ambiguity, including creating, modifying, or ending procedures to improve the client experience.
Analytical thinking and ability to deliver solutions to complex challenges.

Responsibilities

Provide accredited investors with an exceptional client experience through email, chat, and phone.
Educate clients about the nuances of investing in private equity markets.
Ask questions to identify the root cause of client issues, resolve them efficiently, and improve future interactions.
Build strong client and internal relationships by collaborating with financial professionals to meet client needs and improve organizational effectiveness and the client experience.
Solve client problems and continually identify better ways to exceed client expectations.

Desired Qualifications

The posting describes 3–5 years of relevant client service, financial services, and/or brokerage services experience as preferable.

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 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
Your ability to work well on teams and in fast-paced, cross-collaborative environments.
You think analytically and deliver solutions to complex 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 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

Highlights of MicroVentures Benefits:

401K Match (100% match on the first 5% and 50% on the next 5%)
Annual discretionary bonus
MicroVentures covers the base plan for Medical, Dental and Disability insurance
3 Weeks paid time off + holidays
4 Weeks paid sabbatical after 5 years with MicroVentures with a travel stipend
Hybrid work environment in Austin TX
$100 monthly technology stipend (phone and internet)

About the Company

MicroVentures

Equity crowdfunding platform for startup investments

MicroVentures runs an equity crowdfunding platform within the fintech space. It lets both accredited and non-accredited investors invest in high-growth startups and private-market opportunities that were once only available to venture funds and institutions. The platform handles the investment process online and charges fees on both sides: investors incur fees based on their investment amount, while companies pay listing fees to run fundraising campaigns. It also provides educational resources to help investors understand equity crowdfunding risks. Compared with competitors, MicroVentures differentiates itself by enabling participation from non-accredited investors and by supporting a dual-fee model on the platform. The company’s goal is to connect a broad range of investors with early-stage opportunities in private markets and to facilitate funding for startups through its online marketplace.

Company size: 51-200
Company stage: Seed
Total funding: $1.5M
Headquarters: Austin, TX
Founded: 2009

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