Investor Experience Associate

Summary

Join StartEngine, a FinTech powerhouse revolutionizing fundraising and alternative investing, as a customer service representative. You will engage with retail investors, educating them about early-stage investments and providing exceptional support. This role requires handling inbound live chats and email inquiries, assisting investors with various needs, from simple account balance inquiries to complex investment execution. The ideal candidate possesses a bachelor's degree, a strong interest in finance and investing, empathy, curiosity, and a results-oriented work ethic. StartEngine offers a comprehensive benefits package including 100% covered medical/dental/vision, generous equity, unlimited PTO, paid WeWork usage (optional), 100% remote work, flexible hours, paid parental leave, 401k, and team events.

Requirements

• Bachelors degree (recent grad/entry level included)
• You're extremely interested in the Finance/Investing world
• You're empathetic
• You're curious and your favorite question is "Why?"
• You can execute tasks/projects and achieve results (You get stuff done!)

Responsibilities

• Engage with retail investors about investing
• Learn about early stage investments, as well as gain a broader knowledge and understanding of how retail investors think and feel
• Handle inbound live chats as well as email inquiries, handling 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

Preferred Qualifications

If two roads diverged in the woods, you'd actually take the road less traveled

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
• Be part of one of the fastest growing parts of the FinTech Industry
• A chance to work with a highly profitable and rapidly expanding startup (not VC funded)