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EMS LINQ, Inc
Austin, TX, United States
Who We Are: We are a national, innovative, high-growth software company devoted to K12 education administration. Our products beat the competition by focusing on all business operations of K12 schools, including both financial and school nutrition management. We have a deep understanding of K12 school systems and regulations, with a focus on provi
Job Source: EMS LINQ, IncIBT Apps
Austin, TX, United States
IBT Apps is currently looking to recruit a suitable candidate for the position of Client Support Specialist. This person is responsible for the i2Suite application that encompasses IBT Apps reporting function offering efficient, customizable, and automated reporting at the regulatory, board, executive and line management levels. The i2suite applica
Job Source: IBT AppsAscendo
Austin, TX, United States
The Concierge Specialist position reports to the Supervisor of Concierge Support, and is responsible for serving as the primary contact for all operational needs of clients, leading independent financial advisors, and their support staff. Essential duties include empowering advisor success through advocacy and integrity, forming trusted relationsh
Job Source: AscendoEMS LINQ
Austin
**Who We Are:** We are a national, innovative, high-growth software company devoted to K12 education administration. Our products beat the competition by focusing on all business operations of K12 schools, including both financial and school nutrition management. We have a deep understanding of K12 school systems and regulations, with a focus on pr
Job Source: EMS LINQCollegis LLC
Austin, TX, United States
Collegis Education is a marketing and technology education solutions company that offers industry-leading services for colleges and universities of every size in every sector. Using a proactive and data-driven approach, Collegis Education empowers institutions to make a broader impact by providing insights that help grow enrollments, improve stude
Job Source: Collegis LLCJobs for Humanity
Austin, TX, United States
Company Description Jobs for Humanity is collaborating with YUPRO Placement to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life. Company Name: YUPRO Placement Job Description IT Support Specialist (please read the full description before applying) This is a contract opportunity for residents
Job Source: Jobs for HumanityJobs for Humanity
Austin, Texas
Job Description IT Support Specialist (please read the full description before applying) This is a contract opportunity for residents in Austin, TX Candidates must submit a cover letter with the resume as 1 attachment. About this position The primary responsibility of the Technical Support Specialist is to offer technical assistance to users
Job Source: Jobs for HumanityKestra Holdings
Austin, TX, United States
ABOUT US: Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Fi
Job Source: Kestra HoldingsAustin, TX, United States
Job Summary
MicroVentures gives both accredited and non-accredited investors access to invest in startups. We are one of the financial industry's first organizations to merge crowdfunding with the venture capital industry. MicroVentures provides an opportunity for angel investors to invest in startups alongside venture capitalists, often on the same terms. We are looking for service-oriented individuals to help us revolutionize the way our investors access and invest in private companies!
Your Role at MicroVentures:
You will provide an exceptional client experience to our investors through chat, email, and phone channels. During a typical day you will:
1) Build strong relationships by educating clients on the investment process and answer any questions during the lifetime of the investment.
2) Problem solve current client issues to meet the immediate need as well as identify opportunities to enhance future client interactions.
3) Work with your team to solve current problems our clients face and to improve the systems and processes MicroVentures uses.
Qualities We Look For:
Coachable
Adaptable
Persuasive
Empathetic
Entrepreneurial
What Your First Year Looks Like - Phase 1: 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)
What Your First Year Looks Like - Phase 2: 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.
What Your First Year Looks Like - Phase 3: 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.
What MicroVentures Does for You: 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
Hybrid work environment in Austin TX (or fully remote depending on location)
$100 monthly technology stipend (phone and internet)
Companywide/sponsored Mental Health days
Email Alert for Client Support Specialist jobs in Austin, TX, United States
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