Microventures

Customer Service Manager (Finance)

Microventures$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-5 years of experience in managing a customer service team.
  • Background in Financial Services, particularly venture capital or private equity.
  • Strong project management skills with critical deadline orientation.
  • Expertise in financial instruments like private placements, venture capital, and private equity.
  • Excellent communication skills with a focus on teamwork.
  • Experience managing remote teams effectively.
  • Possession of Securities licenses: Series 7, Series 63, or 65, and willingness to obtain Series 24.
  • Candidates must reside in or be willing to relocate to Austin, TX.

Responsibilities

  • Supervise and expand the Investor Relations team to improve operations.
  • Oversee training and development of staff for high customer service standards.
  • Act as the primary liaison for the investor base and enhance investor relationships.
  • Onboard new investors and manage KYC communications effectively.
  • Drive revenue growth and new business development initiatives.
  • Maintain workflow documentation and manage technology enhancements for efficiency.
  • Ensure the team meets internal and external goals and regulations regarding client money flows.

Benefits

  • 100% match on the first 5% and 50% on the next 5% for the 401K plan.
  • Annual discretionary bonus for employees.
  • Coverage for the base plan of Medical, Dental, and Disability insurance.
  • 3 weeks paid time off plus additional holidays.
  • 4-week paid sabbatical after 5 years with a travel stipend.
  • Hybrid work environment based in Austin, TX.
  • $100 monthly technology stipend for phone and internet usage.
Full Job Description
Job Summary

MicroVentures, a premier equity-based crowdfunding platform, is in search of an Investor Relations Manager to spearhead the growth and development of its equity crowdfunding platform. This role is pivotal in leading the Investor Relations team, providing strategic direction, and managing day-to-day operations of the team. The Investor Relations Manager will ensure we have the proper customer service and training procedures in place to enhance existing relationships, expand the investor base, enhance investor satisfaction, and meet internal deadlines.

Leadership and Team Management:
    • Supervise, manage, and expand the Investor Relations team.
    • Oversee the training and development of staff to ensure high customer service standards.
    • Manage a distributed team effectively, ensuring coverage across various time zones.


Investor Engagement & Support Strategy:
    • Act as the primary liaison to the investor base.
    • Deepen existing investor relationships and onboard new ones.
    • Assist with onboarding new investors and manage client communication related to KYC, fundings, and distributions.
    • Drive key metrics in revenue growth and new business development.


Operational Excellence:
    • Maintain workflow documentation, training, and manage technology enhancements for efficient sales operations.
    • Manage client communications through various channels including chat, email, phone, and queues.
    • Ensure the team meets internal and external goals and metrics.
    • Maintain awareness of client money flows and related regulations.


Qualifications:
    • 2-5 years of experience in managing a customer service team.
    • Experience in the Financial Services industry, particularly in venture capital or private equity.
    • Strong project management skills and ability to meet critical deadlines.
    • Expertise in financial instruments, with a focus on private placements, venture capital, and private equity.
    • Excellent communication skills (written and oral) and the ability to work effectively in a team environment.
    • Experience with remote team management.
    • Strong communication, organizational and project management skills
    • Hold the following Securities licenses. Series 7, Series 63 or 65.
    • Hold or be willing to obtain a Series 24.
    • Candidates must reside in or be willing to relocate to Austin, TX


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)


We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

About Microventures

MicroVentures is an equity crowdfunding platform that allows accredited investors to invest in startups. The company was founded in 2009 and is headquartered in Austin, Texas. MicroVentures provides a platform for startups to raise capital and for investors to invest in startups. The company has helped fund over 200 startups and has raised over $100 million in capital. MicroVentures is a registered broker-dealer with the SEC and is a member of FINRA and SIPC.
Learn more about Microventures
Size
50 employees
Industry
Founded
2009

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