💼 About This Role

You'll serve as the primary point of contact for accredited investors participating in private and secondary market offerings. You'll ensure responsive support and a premium client experience. This role combines fintech, private markets, and client experience.

🎯 What You'll Do

• Handle inbound live chats and email inquiries from accredited investors
• Resolve account balance inquiries and help execute investor outcomes
• Learn about private markets and secondary offerings

📋 Requirements

• Interest in Finance/Investing
• Empathy and curiosity
• Ability to execute tasks and achieve results

🎁 Benefits & Perks

• 🏥 Medical/Dental/Vision 100% covered
• 📈 Equity package
• 🏖️ Unlimited PTO
• 💻 Remote work
• 👶 Maternity/Paternity leave