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AngelListAngelListNew York, NY

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.

Salary not listed
Hybrid1+ YOECustomer Success

About the role

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

CRMInvestor OnboardingComplianceFaqsAutomationsAICustomer Support
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