Client Support Specialist
Core
Provide exceptional client experience to investors via chat, email, and phone channels, educating them on the investment process and solving issues.
Role type
Client Support Specialist (Investor Relations)
Builds
Investor support and engagement for a crowdfunding/venture capital platform
Domain
Financial Services / Crowdfunding / Venture Capital
Deliverable
client delivery
Required skills
problem solving, relationship building, process improvement, adaptability, persuasion, empathy
Responsibilities
Educate clients on the investment process, solve current client issues, improve systems and processes
Seniority
Individual Contributor
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