Investor Support Specialist (Unlicensed) jobs in United States
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MicroVentures · 3 weeks ago

Investor Support Specialist (Unlicensed)

MicroVentures is a pioneering organization that merges crowdfunding with the venture capital industry, providing access for both accredited and non-accredited investors to invest in startups. The Investor Support Specialist role focuses on delivering exceptional client experiences through various communication channels, educating clients on the investment process, and improving client interactions.

CrowdfundingFinanceFinancial ServicesFinTechFunding PlatformVenture Capital
Hiring Manager
Tyler Gray
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Responsibilities

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

Qualification

FINRA Series 7FINRA Series 63Client relationship managementCoachableEmpatheticEntrepreneurialAdaptablePersuasive

Required

Service-oriented individuals
Ability to build strong relationships
Ability to educate clients on the investment process
Problem-solving skills
Ability to identify opportunities to enhance future client interactions
Ability to work with a team to solve client problems
Coachable
Adaptable
Persuasive
Empathetic
Entrepreneurial
Acquire FINRA Series 7 & 63 as a condition of employment

Benefits

Study materials and sponsorship of SIE, Series 7 & 63
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
Company provided MacBook Air
$100 monthly technology stipend (phone and internet)

Company

MicroVentures

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MicroVentures is an online equity crowdfunding platform enabling angel investors to connect with startups to raise capital.

Funding

Current Stage
Early Stage
Total Funding
$3.39M
Key Investors
Ecosystem Ventures
2020-12-29Series Unknown
2017-01-10Equity Crowdfunding· $1.4M
2013-07-18Series Unknown· $1.54M

Leadership Team

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Bill Clark
CEO and Founder
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Ernesto Paiz
Venture Partner
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Recent News

Company data provided by crunchbase