Investor Services Specialist
Own the self-directed investor experience at USVC, serving as primary point of contact for retail investors from KYC through reinvestments. Manage support operations, build automations and self-serve content, maintain CRM accuracy, and escalate issues to Product, Compliance, and Marketing in a regulated fintech environment.
About the job
Responsibilities
- Own email support for all self-directed investors across mediums (email, phone)
- Run investor onboarding support, including supporting compliance intake escalations
- Build and maintain agentic systems, automations and self-serve content (FAQs, help center)
- Manage investor communications re: tender offer notices, NAV/statement questions, tax-season (1099) support
- Maintain CRM and investor-record accuracy
- Feed recurring investor issues back to Product, Compliance, and Marketing
- Coordinate with Compliance on approval of investor-facing communication templates
- Coordinate with the fund administrator and custodian on statement, NAV, and settlement questions investors raise
Requirements
- Clear, precise written communication: you're the voice of USVC to investors and the voice of investors internally
- High attention to detail and low tolerance for poor investor experiences
- 1-3 years running investor or customer support operations at a retail investment platform, transfer agent, fund servicer, or consumer fintech, in a regulated environment
- Track record turning repeat support volume into systems (FAQs, macros, automations)
- Actively applying AI to build leverage
Skills
CRM, Investor Onboarding, Compliance, Faqs, Automations, AI, Customer Support
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