Equitybee is a company focused on helping startup employees fund their stock options. They are seeking a Registered Client Associate to join their Revenue team, a critical customer-facing role responsible for onboarding new investors and providing exceptional service throughout the investor lifecycle.
Responsibilities
- Guide new investors through the onboarding process, from account setup and profile creation through their first investment
- Keep management systems up-to-date with accurate investor information
- Educate investors on account services and platform capabilities
- Receive, review, and process investor transaction requests accurately and in a timely manner
- Support the deployment of fund capital by facilitating the creation of commits and transactions
- Handle investor support emails and provide excellent customer service to Equitybee's investor community
- Help with the preparation of reports and other materials for investor communications
- Coordinate with the Compliance, Legal, and Investor Relations teams to resolve any issues that arise
- Identify opportunities to improve onboarding and transaction workflows
Skills
- FINRA Series 7 and Series 63 licenses required
- 1–2 years of experience in client service within the financial services industry
- Bachelor's degree required; degree in Finance or Economics is a plus
- Excellent communicator with solid interpersonal skills
- Detail oriented — nothing gets past you
- Strong team player who can also work well independently
- Proficient in Microsoft Office Suite and working knowledge of a CRM system
- Familiarity with securities regulations and accredited investor requirements
- Strong familiarity with the startup ecosystem
- Experience with secondary transactions, stock options, or private offerings
Benefits
- Flexible Paid Time Off | Take the time that you need to rest and recharge. We encourage it!
- Dog-Friendly Office | Bring your pup into work and join the Equitybee dog-pack!
- Healthcare & Dental Coverage | We offer comprehensive healthcare & dental plan options for you and your family.
- FSA/HSA options
- 401k Match | We’ll match a percentage of your contributions as you save for your goals of retiring on a beach somewhere!
- Stock Options | As an Employee-Centric company (both internally and externally), we offer competitive stock options packages to participate in the success of building Equitybee. Own what you build!
- Fun Times | We genuinely enjoy each other’s company, and care about each other as people, so we have frequent team and company events, happy hours, and hangouts. Whether you’re remote or hybrid, we plan fun virtual and) in-person to sign off and let loose.
Company Overview
Get funding to exercise your options, plus an upfront payment, all while retaining ownership. It was founded in 2018, and is headquartered in Palo Alto, California, USA, with a workforce of 51-200 employees. Its website is https://equitybee.com/.