Job Description
📋 Description Customer relations management Help customers complete trades and navigate platform Support customer inquiries Advise clients on structuring and executing transactions Review client diligence and ensure compliance Collaborate with Product and Marketing to improve platform 🎯 Requirements At least 2 years in financial services/VC/investment banking Series 7, 63/66, SIE Build relationships with customers and internal teams Work in online trading fast-paced env with strong customer support Understand private securities marketplace and institutional equity research/sales Excellent organizational skills and attention to detail 🎁 Benefits Hybrid work schedule with 2-3 days/week in San Francisco office Background checks conducted upon offer Equal opportunity employer Inclusive workplace culture
