Registered Client Associate

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.ResponsibilitiesGuide new investors through the onboarding process, from account setup and profile creation through their first investmentKeep management systems up-to-date with accurate investor informationEducate investors on account services and platform capabilitiesReceive, review, and process investor transaction requests accurately and in a timely mannerSupport the deployment of fund capital by facilitating the creation of commits and transactionsHandle investor support emails and provide excellent customer service to Equitybee's investor communityHelp with the preparation of reports and other materials for investor communicationsCoordinate with the Compliance, Legal, and Investor Relations teams to resolve any issues that ariseIdentify opportunities to improve onboarding and transaction workflowsSkillsFINRA Series 7 and Series 63 licenses required1–2 years of experience in client service within the financial services industryBachelor's degree required; degree in Finance or Economics is a plusExcellent communicator with solid interpersonal skillsDetail oriented — nothing gets past youStrong team player who can also work well independentlyProficient in Microsoft Office Suite and working knowledge of a CRM systemFamiliarity with securities regulations and accredited investor requirementsStrong familiarity with the startup ecosystemExperience with secondary transactions, stock options, or private offeringsBenefitsFlexible 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 options401k 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 OverviewGet 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/.



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