Related skills
customer service kyc funding distributionsπ Description
- Lead and scale the Investor Relations team across time zones.
- Oversee training to ensure high customer service standards.
- Act as primary liaison to the investor base and onboard new investors.
- Manage client communications across chat, email, phone, and queues.
- Drive revenue growth and new business development.
- Ensure the team meets internal and external goals and metrics.
π― Requirements
- 2-5 years managing a customer service team.
- Experience in Financial Services, VC or private equity.
- Strong project management; meet critical deadlines.
- Expertise in financial instruments: private placements, VC, PE.
- Excellent written and verbal communication; team oriented.
- Hold Series 7, 63 or 65 licenses; willing to obtain Series 24.
π Benefits
- 401K match: 100% on first 5%, 50% on next 5%
- Annual discretionary bonus
- Company covers medical, dental, and disability insurance
- 3 weeks paid time off + holidays
- 4 weeks sabbatical after 5 years + travel stipend
- Hybrid work in Austin, TX
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