Investor Support Specialist
You will provide an exceptional client experience to accredited investors through email, chat and phone channels. You will educate clients on the nuances of investing in private equity markets, asking the right questions to understand the root cause of each issue so you can resolve it efficiently. You will build strong relationships with clients and colleagues, collaborating within a team-based environment of financial professionals to meet client needs. You will constantly look for better ways to solve problems and exceed client expectations while adapting to changing market and business conditions.
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 & 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
- 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
Benefits
- 401K Match (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
- $100 monthly technology stipend