Client Service Associate (Series 7 & 63; or 66)

Location: Palo Alto, CA. Hybrid position (3 days in office)

Hiring Manager: Senior RevOps Analyst

Salary Range: $60,000-$80,000/yr

The employee stock options system is broken. While receiving stock options should be a life-changing opportunity for employees, many just can’t afford to exercise them. Equitybee is here to fix this problem by helping startup employees fund their options and take ownership of their hard-earned shares. If you love startups, and are hungry for success, this position is the right fit for you. What’s better than helping fellow startup builders participate in the success of the companies they worked so hard to build? www.equitybee.com

Equitybee is looking for a Client Service Associate to join our Revenue team. This customer-facing role is critical to growing our assets under management and deploying capital efficiently. The ideal candidate is service-oriented, highly detail-driven, and passionate about delivering an exceptional experience to our investor community. You will work closely with our Investor Relations team to onboard new investors, process transactions, and serve as a trusted point of contact throughout the investor lifecycle.

About the role…

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

About you…

Must have FINRA Series 7 and Series 63 licenses or 66

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

Advantages…

Strong familiarity with the startup ecosystem

Experience with secondary transactions, stock options, or private offerings

Hybrid work environment (Palo Alto office, 3 days onsite per week)

Comprehensive medical (HMO/PPO), dental, and vision coverage

HSA & FSA account options

Unlimited PTO

Wellness and fitness initiatives

Dog-friendly office

Lunch provided x3 week in office

Equity, of course!