Client Support Specialist
Confirmed live in the last 24 hours
MicroVentures

51-200 employees

Online platform connecting startups with angel investors
Company Overview
MicroVentures stands out as a pioneer in the field of online, equity-based crowdfunding, offering a unique platform that bridges the gap between angel investors and startups. The company's rigorous vetting and due diligence processes, coupled with its commitment to investor education, ensure a transparent and informed investment experience. Moreover, its industry leadership is demonstrated by being the first U.S. broker/dealer to facilitate startups in raising capital in exchange for equity, providing both founders and investors with unprecedented opportunities in the private equity market.

Company Stage

Seed

Total Funding

$3.2M

Founded

2009

Headquarters

Austin, Texas

Growth & Insights
Headcount

6 month growth

2%

1 year growth

18%

2 year growth

7%
Locations
Austin, TX, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Communications
CategoriesNew
Customer Success & Support
Requirements
  • Build strong relationships by educating clients on the investment process and answer any questions during the lifetime of the investment
  • Problem solve current client issues to meet the immediate need as well as identify opportunities to enhance future client interactions
  • Work with your team to solve current problems our clients face and to improve the systems and processes MicroVentures uses
  • Coachable
  • Adaptable
  • Persuasive
  • Empathetic
  • Entrepreneurial
  • Learn the foundations of the position through our dynamic training program
  • Acquire FINRA Series 7 & 63 as a condition of employment
  • Weekly coaching which consists of Shadow sessions, roleplays to simulate the job experience and/or chat/email reviews
  • Implement the training and coaching by helping our clients through their chosen communication channel (Chat, Email and/or Inbound phone calls)
  • Now licensed, you will learn the role of an Investor Support Specialist through the tier 2 of our training program
  • Weekly coaching which consists of Shadow sessions, roleplays to simulate the job experience and/or chat/email reviews
  • Work with our high net worth accredited investors to ensure a smooth investment process
  • Ongoing training and coaching to develop your skills so you can engage clients through outbound calls to discuss current offerings and/or their existing portfolio
  • Master your craft and encourage your entrepreneurial spirit at MicroVentures