Investor Support Specialist

Provide an exceptional client experience to accredited investors through email, chat, and phone channels. Educate clients on private equity investing, identify the root causes of issues, resolve client concerns efficiently, build strong relationships, and continuously improve the client experience in a changing business environment.

Responsibilities

• Provide an exceptional client experience to accredited investors through email, chat, and phone contact channels
• Educate clients on the nuances of investing in private equity markets
• Ask probing questions to learn the root cause of client issues and resolve them efficiently
• Build strong client and internal relationships by collaborating within a team-based environment
• Identify and solve problems to continuously exceed client expectations

Requirements

• FINRA Series 7 and Series 63 or 66; licenses may be obtained as a condition of employment
• Preferably 3-5 years of experience in client service, financial services, and/or brokerage services
• Ability to ask appropriate probing questions to understand client needs
• Collaborative and relationship-focused work style with demonstrated success in a team environment
• Ability to manage multiple client situations, needs, and inquiries simultaneously
• Strong consulting, influencing, client engagement, analytical, and problem-solving skills
• Ability to adapt to changing market and business conditions

Benefits

• 401K match with 100% match on the first 5% and 50% on the next 5%
• Annual discretionary bonus
• Company-covered base plan for medical, dental, and disability insurance
• 3 weeks paid time off plus holidays
• 4 weeks paid sabbatical after 5 years with a travel stipend
• Hybrid work environment in Austin, Texas
• $100 monthly technology stipend