Investor Experience Specialist jobs in United States
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StartEngine · 18 hours ago

Investor Experience Specialist

StartEngine is a FinTech powerhouse driving the future of fundraising and alternative investing. The Investor Experience Specialist will engage with retail investors, providing exceptional customer service and support as they navigate their investment journeys.

CrowdfundingFinanceFinancial ServicesFinTechFunding Platform
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Engage with retail investors about investing
Handle inbound live chats as well as email inquiries
Handle interactions that can range from something as simple as an account balance inquiry to the complexity of helping execute their desired outcome
Provide a level of service that Investor's rave about because they feel more confident toward achieving their own financial dreams

Qualification

Finance/Investing knowledgeCustomer serviceEmpathyCuriosityTask execution

Required

You're extremely interested in the Finance/Investing world
You're empathetic
If two roads diverged in the woods, you'd actually take the road less traveled
You're curious and your favorite question is 'Why?'
You can execute tasks/projects and achieve results (You get stuff done!)

Benefits

100% covered Medical/Dental/Vision - pick your own plan
Generous Equity package
Unlimited PTO and sick days
Paid WeWork Usage (optional)
100% Remote
Team Off-sites
Paid Maternity/Paternity leave
Team Happy Hours
401K program
Flexible hours

Company

StartEngine

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StartEngine is an equity crowdfunding platform that enables individuals to invest in and own shares of startups and early-stage businesses.

H1B Sponsorship

StartEngine has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (3)

Funding

Current Stage
Growth Stage
Total Funding
$87.61M
Key Investors
SE Agoura Investment
2023-08-16Undisclosed
2021-12-10Equity Crowdfunding· $50M
2020-10-02Equity Crowdfunding· $18.91M

Leadership Team

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Howard Marks
CEO and co-founder
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Jonathan Reyes
Chief Compliance Officer
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Company data provided by crunchbase