Hybrid Customer Service Manager – Finance

at MicroVentures

• Job title: Customer Service Manager – Finance
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Austin, United States

About the role

• Investor Relations Manager at MicroVentures driving investor relations and team management. Responsible for onboarding investors, enhancing relationships, and operational excellence.

Responsibilities

• 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.
• 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.
• 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.

Requirements

• 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

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)