Investor Services Specialist
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Likely real
- 24 open roles at this company in 30 days (mass-hiring blitz)
- no salary disclosed (correlates with ghost postings)
See your fit for this role and apply with a truthfully tailored résumé.
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
What we’re looking for:
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
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