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Investor Support Specialist

Austin, TX, USScore undefined/1002d ago
Market insights
📊 Support / SysAdmin: salaries and demand on the market
Stack
brokeragebrokerage-servicesclient-servicecommunicationconsultative-sellingfinancial-servicesfinra-series-63finra-series-66finra-series-7private-equityproblem-solvingrelationship-management
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Description
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.
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