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Investor Experience Associate

About StartEngine


StartEngine is the FinTech powerhouse driving the future of fundraising and alternative investing. StartEngine was founded by Howard Marks, the co-founder of Activision (now valued at over $75B), with the goal of helping entrepreneurs achieve their dreams by removing funding barriers. Howard partnered with co-founder Ron Miller, a veteran entrepreneur and early advocate of equity crowdfunding, to build a platform that democratizes access to capital. In 2020, StartEngine welcomed Shark Tank judge and serial entrepreneur Kevin O’Leary (aka Mr. Wonderful) as Strategic Advisor and Investor. Since its inception, StartEngine has helped over 550 companies raise more than $1.1B from retail investors, with investments starting at as little as $100.


Why merely back a company when you can own a piece of it?


Do you enjoy helping others? Are you the “go to person”? Would your friends and family describe you as friendly and curious? We really should talk...


Caring about the well-being of our investors is at our core, and we want to talk to people who share our passion. Yes, we are in the finance industry, but definitely not in the old-fashioned way you might be thinking. At StartEngine, customer service is our top priority. We will teach you the industry but your unwavering dedication to customers and colleagues should come naturally.


We're looking for someone who is smart, empathetic, curious & interested in finance/investing. You're eager to join a fast growing startup and are capable of exceeding expectations.


What You'll Do
  • We will prepare you to engage with retail investors about investing. You'll learn about early stage investments, as well as gain a broader knowledge and understanding of how retail investors think and feel.
  • You'll handle inbound live chats as well as email inquiries, handling interactions that can range from something as simple as an account balance inquiry to the complexity of helping execute their desired outcome.
  • Your mission remains simple: provide a level of service that Investor's rave about because they feel more confident toward achieving their own financial dreams.


What We're Looking For
  • Bachelors degree (recent grad/entry level included)
  • You're extremely interested in the Finance/Investing world
  • You're empathetic
  • If two roads diverged in the woods, you'd actually take the road less traveled
  • You're curious and your favorite question is "Why?"
  • You can execute tasks/projects and achieve results (You get stuff done!)


Perks & Benefits
  • 100% covered Medical/Dental/Vision - pick your own plan
  • Generous Equity package
  • Unlimited PTO and sick days
  • Paid WeWork Usage (optional)
  • 100% Remote
  • Team Off-sites
  • Paid Maternity/Paternity leave
  • Team Happy Hours
  • 401K program
  • Flexible hours
  • Be part of one of the fastest growing parts of the FinTech Industry
  • A chance to work with a highly profitable and rapidly expanding startup (not VC funded)


$40,000 - $55,000 a year
StartEngine Glassdoor Company Review
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CEO of StartEngine
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Howard Marks
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Average salary estimate

$47500 / YEARLY (est.)
min
max
$40000K
$55000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Investor Experience Associate, StartEngine

As an Investor Experience Associate at StartEngine, you'll be stepping into a role that’s all about connecting with people and transforming their investing journey. StartEngine is not just another finance company; we are a FinTech powerhouse shaking up the world of fundraising and alternative investing. With our roots stemming from the vision of Howard Marks, co-founder of Activision, we have set out to democratize access to capital and support ambitious entrepreneurs. In this position, you'll be at the forefront of helping retail investors navigate their investing paths, whether they’re curious about how to get started or seeking guidance on specific transactions. Your day-to-day will involve engaging with our valued investors through live chats and emails, addressing a spectrum of inquiries from account balances to intricate investment strategies. At StartEngine, empathy, curiosity, and a genuine passion for finance are at the heart of what we do. We believe that by providing exceptional service, we empower our investors to achieve their financial dreams with confidence and clarity. You don’t need to be a finance expert to join us; just bring your enthusiasm for learning and your dedication to supporting others. The perks are pretty awesome too! You’ll enjoy flexible hours, unlimited PTO, and even a generous equity package. So, if you’re ready to be part of something big and help redefine the industry, we can’t wait to meet you!

Frequently Asked Questions (FAQs) for Investor Experience Associate Role at StartEngine
What are the main responsibilities of an Investor Experience Associate at StartEngine?

The Investor Experience Associate at StartEngine has a vital role in engaging with retail investors to help them on their investing journey. This includes handling inbound inquiries via live chats and emails, addressing questions ranging from account inquiries to more complex investment topics. The Associate collaborates closely with customers to ensure they feel confident and knowledgeable about their investment choices, which is fundamental to StartEngine's mission.

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What qualifications does StartEngine look for in an Investor Experience Associate?

At StartEngine, the ideal Investor Experience Associate will have a bachelor's degree, though recent graduates and entry-level candidates are welcome. Above all, a strong interest in finance and investing is essential, along with qualities such as empathy, curiosity, and a proactive approach to problem-solving. A commitment to providing outstanding customer service is a must, as is the ability to handle multiple tasks efficiently.

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How does StartEngine support the professional development of its Investor Experience Associates?

StartEngine is dedicated to the growth of our employees. As an Investor Experience Associate, you'll receive comprehensive training on early-stage investments and the investor mindset. This not only enhances your understanding of the finance world but also equips you to better assist our retail investors. The supportive and collaborative culture at StartEngine promotes continuous learning and personal growth.

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What kind of work environment can the Investor Experience Associate expect at StartEngine?

The work environment for an Investor Experience Associate at StartEngine is 100% remote, meaning you can enjoy the flexibility of working from anywhere while still being part of a dynamic and supportive team. StartEngine fosters an entrepreneurial spirit, allowing you to take initiative and pursue creative solutions. Regular team off-sites and virtual happy hours also keep the team connected and engaged.

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What are the benefits of working as an Investor Experience Associate at StartEngine?

Working as an Investor Experience Associate at StartEngine comes with a host of benefits that prioritize both your health and well-being. You’ll enjoy full coverage for medical, dental, and vision, plus unlimited PTO and sick days. Additionally, StartEngine offers a generous equity package so you can truly feel invested in the company’s success. Flexible hours and paid maternity/paternity leave are also part of the perks!

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Common Interview Questions for Investor Experience Associate
What interests you about the role of Investor Experience Associate at StartEngine?

In answering this question, emphasize your passion for finance and how it aligns with StartEngine's mission of empowering retail investors. Highlight your commitment to customer service and your enthusiasm for helping people achieve their financial goals.

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How would you handle a frustrated investor who is experiencing difficulties with their investment?

Demonstrate your empathy and problem-solving skills by outlining a calm and patient approach. Stress the importance of listening to the investor's concerns, validating their feelings, and working collaboratively with them to find a solution.

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Can you describe a time when you went above and beyond for a customer?

Provide a specific example that showcases your dedication to customer service. Detail the situation, your actions to exceed expectations, and the positive outcome that resulted from your efforts.

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What strategies would you use to effectively manage multiple investor inquiries?

Discuss your time management and organizational skills. You might mention techniques like prioritization, utilizing tools for tracking inquiries, and maintaining clear communication with investors to ensure timely responses.

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Why do you believe customer service is crucial in the finance industry?

Highlight that effective customer service fosters trust, which is essential in finance. Explain how positive interactions encourage investors to feel secure and informed, ultimately contributing to their long-term engagement with StartEngine.

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What do you know about StartEngine and its impact on alternative investing?

Research the company's background and mission to answer this effectively. Express your appreciation for how StartEngine democratizes access to capital for entrepreneurs and retail investors alike, and discuss any specific initiatives that resonate with you.

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How do you stay updated on the latest trends in finance and investing?

Share your methods for staying informed, such as following industry news, engaging with finance communities, reading relevant books, or participating in webinars. This shows your commitment to continuous learning in the finance sector.

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Describe how you approach a new project or task.

Discuss your strategic approach, including breaking down tasks into manageable parts, setting deadlines, and maintaining flexibility to adapt as needed. Emphasize your focus on achieving results and meeting project goals.

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What qualities do you think are essential for success as an Investor Experience Associate?

Mention qualities such as empathy, effective communication, curiosity, and a proactive approach to problem-solving. Reinforce how these traits contribute to exceptional customer service and investor satisfaction.

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How would you educate an investor who is new to alternative investments?

Discuss your strategy for breaking down complex topics into simple, relatable terms. Emphasize the importance of patience and creating a comfortable environment for the investor to ask questions and explore their interests.

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Full-time, remote
DATE POSTED
January 9, 2025

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